Description

Improve the quality of your due diligence process

How does your organization handle staff performance reviews?

How much money does your organization spend on marketing each year?

Who are the key market influencers that your organization needs to target?

What is your organization of repair and condition of the material organizations properties?

...Find the answers to these, and more, questions with this Due Diligence Process Flow Toolkit:

Imagine a typical day of an employee in your organization Regarding Transaction Support Due Diligence.
Determine whether a third party requires due diligence from your function.
Do your due diligence when deploying to the cloud.
Assess the effectiveness of your third party due diligence program.
Help your clients through all the due diligence steps between mutual acceptance and closing.
Know if you have complied with your due diligence requirements.
Ensure your suppliers are performing due diligence on the supply chains.
Strengthen your talent related due diligence in joint venture and M and A situations.
Pick the winner and what is your diligence process like.

HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Due Diligence Process Flow Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Due Diligence Process Flow related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Due Diligence Process Flow specific requirements:

STEP 1: Get your bearings

Start with...

The latest quick edition of the Due Diligence Process Flow Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Due Diligence Process Flow improvements can be made.

Examples; 10 of the 993 standard requirements:

Have you examined current production, distribution, sales and marketing strategies (including websites and social media) of the business and the likely impact of a change of ownership?
Does your organization screen all sanctions relevant data, including at a minimum, entity and location information, contained in cross border transactions against Sanctions Lists?
What business intelligence platform is in place, and what standard reports and dashboards are available to the users that utilize data from the primary erp system?
Does the standard require a reporting financial organization to retain a paper copy of the documentary evidence collected as part of its due diligence procedures?
Are you aware of all employment conditions, including key workplace agreements, any incentive bonus plans, staff rotation policies, disciplinary procedures, etc?
Does your organization have policies, procedures and processes to review and escalate matters arising from the monitoring of customer transactions and activity?
Are the erp and ancillary software components appropriate and well-matched to the business operations and providing the desired and necessary functionality?
Is there evidence the evaluation is periodically updated or updated in response to environmental changes that could affect the outcomes of the evaluation?
Do you have centralized administration of virus control, as distribution of signature updates, reporting, and policy enforcement and vendor management?
Has your organization determined and documented a likelihood rating for each threat to exploit the vulnerability, given the security measures in place?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

The workbook is the latest in-depth complete edition of the Due Diligence Process Flow book in PDF containing 993 requirements, which criteria correspond to the criteria in...

Your Due Diligence Process Flow self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

The Self-Assessment Excel Dashboard; with the Due Diligence Process Flow Self-Assessment and Scorecard you will develop a clear picture of which Due Diligence Process Flow areas need attention, which requirements you should focus on and who will be responsible for them:

Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
Gives you a professional Dashboard to guide and perform a thorough Due Diligence Process Flow Self-Assessment
Is secure: Ensures offline data protection of your Self-Assessment results
Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Due Diligence Process Flow projects with the 62 implementation resources:

62 step-by-step Due Diligence Process Flow Project Management Form Templates covering over 1500 Due Diligence Process Flow project requirements and success criteria:

Examples; 10 of the check box criteria:

Schedule Management Plan: Is there a requirements change management processes in place?
Variance Analysis: Are detailed work packages planned as far in advance as practicable?
Variance Analysis: Are records maintained to show how management reserves are used?
Project Performance Report: To what degree does the informal organization make use of individual resources and meet individual needs?
Activity Duration Estimates: Are Due Diligence Process Flow project management tools and techniques consistently applied throughout all Due Diligence Process Flow projects?
Project Scope Statement: Have you been able to easily identify success criteria and create objective measurements for each of the Due Diligence Process Flow project scopes goal statements?
Assumption and Constraint Log: Is there documentation of system capability requirements, data requirements, environment requirements, security requirements, and computer and hardware requirements?
Stakeholder Management Plan: Have the key elements of a coherent Due Diligence Process Flow project management strategy been established?
Human Resource Management Plan: Specific - is the objective clear in terms of what, how, when, and where the situation will be changed?
Schedule Management Plan: Are non-critical path items updated and agreed upon with the teams?

Step-by-step and complete Due Diligence Process Flow Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Due Diligence Process Flow project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Due Diligence Process Flow project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Due Diligence Process Flow project Scope Statement
2.7 Assumption and Constraint Log
2.8 Work Breakdown Structure
2.9 WBS Dictionary
2.10 Schedule Management Plan
2.11 Activity List
2.12 Activity Attributes
2.13 Milestone List
2.14 Network Diagram
2.15 Activity Resource Requirements
2.16 Resource Breakdown Structure
2.17 Activity Duration Estimates
2.18 Duration Estimating Worksheet
2.19 Due Diligence Process Flow project Schedule
2.20 Cost Management Plan
2.21 Activity Cost Estimates
2.22 Cost Estimating Worksheet
2.23 Cost Baseline
2.24 Quality Management Plan
2.25 Quality Metrics
2.26 Process Improvement Plan
2.27 Responsibility Assignment Matrix
2.28 Roles and Responsibilities
2.29 Human Resource Management Plan
2.30 Communications Management Plan
2.31 Risk Management Plan
2.32 Risk Register
2.33 Probability and Impact Assessment
2.34 Probability and Impact Matrix
2.35 Risk Data Sheet
2.36 Procurement Management Plan
2.37 Source Selection Criteria
2.38 Stakeholder Management Plan
2.39 Change Management Plan

3.0 Executing Process Group:

3.1 Team Member Status Report
3.2 Change Request
3.3 Change Log
3.4 Decision Log
3.5 Quality Audit
3.6 Team Directory
3.7 Team Operating Agreement
3.8 Team Performance Assessment
3.9 Team Member Performance Assessment
3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

4.1 Due Diligence Process Flow project Performance Report
4.2 Variance Analysis
4.3 Earned Value Status
4.4 Risk Audit
4.5 Contractor Status Report
4.6 Formal Acceptance

5.0 Closing Process Group:

5.1 Procurement Audit
5.2 Contract Close-Out
5.3 Due Diligence Process Flow project or Phase Close-Out
5.4 Lessons Learned

Results

With this Three Step process you will have all the tools you need for any Due Diligence Process Flow project with this in-depth Due Diligence Process Flow Toolkit.

In using the Toolkit you will be better able to:

Diagnose Due Diligence Process Flow projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
Implement evidence-based best practice strategies aligned with overall goals
Integrate recent advances in Due Diligence Process Flow and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Due Diligence Process Flow investments work better.

This Due Diligence Process Flow All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

TRUSTED BY NEARLY 200.000 PROFESSIONALS:

'I spent months shopping for an external consultant before realizing that The Art of Service would allow my team to consult themselves! Not only did we save time not catching a consultant up to speed, we were able to keep our company information and industry secrets confidential.'

'After utilizing toolkits from The Art of Service, I was able to identify threats within my organization to which I was completely unaware. Using my teams knowledge as a competitive advantage, we now have superior systems that save time and energy.'

'I usually work until at least 8pm on weeknights. The Art of Service questionnaire saved me so much time and worry that Thursday night I attended my sons soccer game without sacrificing my professional obligations.'

'Honestly, I did not know what I did not know. Before purchasing The Art of Service, I did not realize how many areas of my business needed to be refreshed and improved. I am so relieved The Art of Service was there to highlight our blind spots.'

'Everyday there are new regulations and processes in my industry. The Art of Service toolkit has kept me ahead by using AI technology to constantly update the toolkits and address emerging needs.'

'I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.'

'Many of our competitors have asked us about our secret sauce. When I tell them it is the knowledge we have in-house, they never believe me. Little do they know The Art of Service toolkits are working behind the scenes.'

'Instead of investing extensive resources into an external consultant, we can spend more of our budget towards pursuing our company goals and objectives, while also spending a little more on corporate holiday parties.'

'After purchasing The Art of Service toolkit, I was able to identify areas where my company was not in compliance that could have put my job at risk. I looked like a hero when I proactively educated my team on the risks and presented a solid solution.'

'Before The Art of Service, I waited eagerly for consulting company reports to come out each month. These reports kept us up to speed but provided little value because they put our competitors on the same playing field. With The Art of Service, we have uncovered unique insights to drive our business forward.'

'I customized The Art of Service toolkit to focus specifically on the concerns of my role and industry. I did not have to waste time with a generic self-help book that wasnt tailored to my exact situation.'

'The risk of our competitors getting ahead has been mitigated because The Art of Service has provided us with a 360-degree view of threats within our organization before they even arise.'

'As a new Chief Technology Officer, I was feeling unprepared and inadequate to be successful in my role. I ordered an IT toolkit Sunday night and was prepared Monday morning to shed light on areas of improvement within my organization. I no longer felt overwhelmed and intimidated, I was excited to share what I had learned.'

'One of my friends hired a consultant who used the knowledge gained working with his company to advise their competitor. Talk about a competitive disadvantage! The Art of Service allowed us to keep our knowledge from walking out the door along with a huge portion of our budget in consulting fees.'

Checklists:

Checklists:Due Diligence Process Flow Checklist Report on TECHNOLOGY.pdf

Checklists:Due Diligence Process Flow Checklist Report on ROLE.pdf

Checklists:Due Diligence Process Flow Checklist Report on SECURITY.pdf

Checklists:Due Diligence Process Flow Checklist Report on DUE.pdf

Checklists:Due Diligence Process Flow Checklist Report on EMPLOYEES.pdf

Checklists:Due Diligence Process Flow Checklist Report on BUSINESS.pdf

Checklists:Due Diligence Process Flow Checklist Report on SYSTEM.pdf

Checklists:Due Diligence Process Flow Checklist Report on PROCESS.pdf

Checklists:Due Diligence Process Flow Checklist Report on RISK.pdf

Checklists:Due Diligence Process Flow Checklist Report on VENDOR.pdf

Checklists:Due Diligence Process Flow Checklist Report on ORGANIZATION.pdf

Checklists:Due Diligence Process Flow Checklist Report on DATA.pdf

Checklists:Due Diligence Process Flow Checklist Report on INVESTMENT.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Due Diligence Process Flow Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Due_Diligence_Process_Flow_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:

STEP 2 Set concrete goals tasks dates and numbers you can track:Due Diligence Process Flow Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Due_Diligence_Process_Flow.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

Coaching or Consulting
Online Courses
Masterminds
Professional Services
Agency Services
Events and seminars
Software / SaaS
Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

Why do you think this problem exists?
What have you tried to fix it?
How long has this been a problem?
Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it? Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

I do not know how to do it
I want to follow a proven process from someone that has already done it
I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

The Art of Services Toolkits only work with people that are ready to go. You do not have to work with The Art of Service, we are not here to convince you. We are just here to see if you are a good fit.

However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

What happens upon purchase: When you add to cart and checkout you will instantly be able to access the Toolkit resources, no delays, no waiting, no talking to people; this is unique and custom to our Toolkits and business. Right away the Toolkit will Guide you through a step-by-step process to get results.

If at any point you have a question, we are here for you, we are simply one email, one phone call away to get the most out of your Toolkit.

Due Diligence Process Flow Toolkit