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next page of the Self-Assessment.

      Your completed Trade Customer Scorecard will give you a clear presentation of which Trade Customer areas need attention.

      Trade Customer

      Scorecard Example

      Example of how the finalized Scorecard can look like:

      Trade Customer

      Scorecard

      Your Scores:

      BEGINNING OF THE

      SELF-ASSESSMENT:

      Table of Contents

      About The Art of Service7

      Included Resources - how to access7

      Purpose of this Self-Assessment9

      How to use the Self-Assessment10

      Trade Customer

      Scorecard Example12

      Trade Customer

      Scorecard13

      BEGINNING OF THE

      SELF-ASSESSMENT:14

      CRITERION #1: RECOGNIZE15

      CRITERION #2: DEFINE:27

      CRITERION #3: MEASURE:42

      CRITERION #4: ANALYZE:57

      CRITERION #5: IMPROVE:73

      CRITERION #6: CONTROL:88

      CRITERION #7: SUSTAIN:100

      Trade Customer and Managing Projects, Criteria for Project Managers:125

      1.0 Initiating Process Group: Trade Customer126

      1.1 Project Charter: Trade Customer128

      1.2 Stakeholder Register: Trade Customer130

      1.3 Stakeholder Analysis Matrix: Trade Customer131

      2.0 Planning Process Group: Trade Customer133

      2.1 Project Management Plan: Trade Customer135

      2.2 Scope Management Plan: Trade Customer137

      2.3 Requirements Management Plan: Trade Customer139

      2.4 Requirements Documentation: Trade Customer141

      2.5 Requirements Traceability Matrix: Trade Customer143

      2.6 Project Scope Statement: Trade Customer145

      2.7 Assumption and Constraint Log: Trade Customer147

      2.8 Work Breakdown Structure: Trade Customer149

      2.9 WBS Dictionary: Trade Customer151

      2.10 Schedule Management Plan: Trade Customer153

      2.11 Activity List: Trade Customer155

      2.12 Activity Attributes: Trade Customer157

      2.13 Milestone List: Trade Customer159

      2.14 Network Diagram: Trade Customer161

      2.15 Activity Resource Requirements: Trade Customer163

      2.16 Resource Breakdown Structure: Trade Customer165

      2.17 Activity Duration Estimates: Trade Customer167

      2.18 Duration Estimating Worksheet: Trade Customer169

      2.19 Project Schedule: Trade Customer171

      2.20 Cost Management Plan: Trade Customer173

      2.21 Activity Cost Estimates: Trade Customer175

      2.22 Cost Estimating Worksheet: Trade Customer177

      2.23 Cost Baseline: Trade Customer179

      2.24 Quality Management Plan: Trade Customer181

      2.25 Quality Metrics: Trade Customer183

      2.26 Process Improvement Plan: Trade Customer185

      2.27 Responsibility Assignment Matrix: Trade Customer187

      2.28 Roles and Responsibilities: Trade Customer189

      2.29 Human Resource Management Plan: Trade Customer191

      2.30 Communications Management Plan: Trade Customer193

      2.31 Risk Management Plan: Trade Customer195

      2.32 Risk Register: Trade Customer197

      2.33 Probability and Impact Assessment: Trade Customer199

      2.34 Probability and Impact Matrix: Trade Customer201

      2.35 Risk Data Sheet: Trade Customer203

      2.36 Procurement Management Plan: Trade Customer205

      2.37 Source Selection Criteria: Trade Customer207

      2.38 Stakeholder Management Plan: Trade Customer209

      2.39 Change Management Plan: Trade Customer211

      3.0 Executing Process Group: Trade Customer213

      3.1 Team Member Status Report: Trade Customer215

      3.2 Change Request: Trade Customer217

      3.3 Change Log: Trade Customer219

      3.4 Decision Log: Trade Customer221

      3.5 Quality Audit: Trade Customer223

      3.6 Team Directory: Trade Customer225

      3.7 Team Operating Agreement: Trade Customer227

      3.8 Team Performance Assessment: Trade Customer229

      3.9 Team Member Performance Assessment: Trade Customer231

      3.10 Issue Log: Trade Customer233

      4.0 Monitoring and Controlling Process Group: Trade Customer234

      4.1 Project Performance Report: Trade Customer236

      4.2 Variance Analysis: Trade Customer238

      4.3 Earned Value Status: Trade Customer240

      4.4 Risk Audit: Trade Customer242

      4.5 Contractor Status Report: Trade Customer244

      4.6 Formal Acceptance: Trade Customer246

      5.0 Closing Process Group: Trade Customer248

      5.1 Procurement Audit: Trade Customer250

      5.2 Contract Close-Out: Trade Customer252

      5.3 Project or Phase Close-Out: Trade Customer254

      5.4 Lessons Learned: Trade Customer256

      Index258

      CRITERION #1: RECOGNIZE

      INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.

      In my belief, the answer to this question is clearly defined:

      5 Strongly Agree

      4 Agree

      3 Neutral

      2 Disagree

      1 Strongly Disagree

      1. Do you need different information or graphics?

      <--- Score

      2. Does Trade customer create potential expectations in other areas that need to be recognized and considered?

      <--- Score

      3. What is the extent or complexity of the Trade customer problem?

      <--- Score

      4. Is it needed?

      <---

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