M and S Toolkit

Downloadable Resources, Instant Access

Ensure key milestones are met by working closely with Transformation Office teaM and Support functions, working to proactively resolve issues and remove roadblocks, ensuring integration projects are completed on time and in scope.

More Uses of the M and S Toolkit:

  • Confirm your project ensures competitor actions, external business environment, and organization performance are factored into market model and output it transformed into actionable insights that inforM and Support the Strategic Vision of the business.

  • Manage work allocation across the team, forecast and act on multiple methods of continuous Professional Development for teaM and Self.

  • Manage work with users and colleagues to outline the parameters and characteristics of the system, and system upgrades, ensuring that the resulting systeM and System modifications meet the needs of the user(s).

  • Ensure your strategy traces missing payments or overpayments when appropriate using Pacer systeM and Sends replacement payments in accordance with current practices.

  • Develop requirement and Requirements Specifications for the air systeM and Subsystems, support development of requirements and specifications for component and assemblies.

  • Be accountable for providing vision and direction to the Agile Development teaM and Stakeholders throughout the project and creates requirements for part of the process/System Design owned.

  • Arrange that your venture changes in the existing batch programs to create the new reports, provide Unit Testing, System Integration Testing, updated prograM and System Documentation, and wrote Technical Specifications.

  • Orchestrate: development and implementation of Security Policy, standards, guidelines and procedures to ensure ongoing maintenance and enhancement of the Security Program and Strategies to protect organization assets and Sensitive Data.

  • Devise: document the assessment and authorization validation process that tests systems and applications to validate implementation and function of Security Controls at the infrastructure, platforM and Software levels.

  • Ensure your drive, leadership, and managerial skills are essential to forming a successful teaM and Supporting the continued growth of each team member.

  • Formulate: complete market and demographic assessments by conducting primary and secondary Market Research, profiling prograM and System competitors, and developing geospatial assessments.

  • Audit: efficiently use your organizations enterprise resource prograM and Software to track Preventive Maintenance activities and maintain department paperwork and records.

  • Identify: learn and develop all technical and supporting systems used by the broader switch teaM and Specifically the switch Customer Success team.

  • Devise: organization advocates are members of the luma project organizational Change Management teaM and Serve as the point of contact for departments in assigned grouping.

  • Initiate: implement and manage a Quality Assurance systeM and Specific customer quality flow down requirements throughout the contract lifecycle.

  • Lead: actively seek ongoing consumer input into prograM and Service content so as to meet each individuals needs and goals and foster the recovery process.

  • Be accountable for attending and running regular teaM and Staff meetings to go over organization goals, success benchmarks, and active Marketing Strategies.

  • Manage goals, deliverables and daily efforts of the Content TeaM and Supervise contractors to ensure work is delivered on mission, on time, and on budget.

  • Manage counterparts in IT, Master Data integration coordination with MDM teaM and Salesforce part in the customer creation and maintenance process with Informatica.

  • Secure that your operation communicates the business directives, goals and needs to the technical teaM and Serve as business interface from the enterprises Operational Management team managing expectations and defining Business Satisfaction metrics.

  • Be accountable for managing the involvement of Stakeholders in project delivery, building a single teaM and Supporting participation in the definition and acceptance of the solution.

  • Coordinate with the communications planning teaM and Strategic Planners, account directors, and buyers to create successful ad campaigns.

  • Ensure you take ownership of the probleM and Software product that work on and are hands on in analysis of gaps and resolution of issues.

  • Confirm your business develops, documents, and enforces the platforM and System standards, security procedures, and controls for access to ensure integrity and security of all organization assets.

  • Ensure you use data, feedback from your teaM and Signals from the market to maintain fresh eyes and an ever evolving approach to Problem Solving.

  • Manage work with the Project Team and Stakeholders to fully document Functional Requirements and quality attributes of existing and new features of the system.

  • Govern: partner with the business, Business Alignment teaM and Solution Delivery teams to ensure that the product selection process adheres to architectural standards.

  • Take the lead of multi disciplined Scrum teams (Software and Hardware) as the Product Owner by providing vision and direction to the Agile Development teaM and Stakeholders.

  • Utilize data from formative assessments in your organization and organization wide interim assessments to adjust instruction on a regular basis.

  • Pilot: direction received is general and focuses more on long terM and Short term operating objectives, managerial effectiveness, and operating results.


Save time, empower your teams and effectively upgrade your processes with access to this practical M and S Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any M and S 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 M and S specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the M and S 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which M and S improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is a M and S Team Work effort in place?

  2. Have all basic functions of M and S been defined?

  3. Do you, as a leader, bounce back quickly from setbacks?

  4. How do you track Customer Value, profitability or Financial Return, organizational success, and sustainability?

  5. If no one would ever find out about your accomplishments, how would you lead differently?

  6. How will measures be used to manage and adapt?

  7. What are you trying to prove to yourself, and how might it be hijacking your life and business success?

  8. Who needs to know?

  9. Is the final output clearly identified?

  10. How is M and S data gathered?

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 M and S book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your M and S 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 M and S Self-Assessment and Scorecard you will develop a clear picture of which M and S 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 M and S 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 M and S projects with the 62 implementation resources:

  • 62 step-by-step M and S Project Management Form Templates covering over 1500 M and S project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all M and S project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the M and S Project Team have enough people to execute the M and S Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed M and S Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete M and S Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 M and S 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 M and S project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any M and S project with this in-depth M and S Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose M and S 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 M and S 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 M and S investments work better.

This M and S 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.