Save time, empower your teams and effectively upgrade your processes with access to this practical Lean accounting Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Lean accounting 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 Lean accounting specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Lean accounting 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 678 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Lean accounting improvements can be made.
Examples; 10 of the 678 standard requirements:
- Is the Lean accounting organization completing tasks effectively and efficiently?
- How does the team improve its work?
- What are the gaps in my knowledge and experience?
- Who sets the Lean accounting standards?
- In a project to restructure Lean accounting outcomes, which stakeholders would you involve?
- Will it be accepted by users?
- Who is responsible for errors?
- Which Stakeholder Characteristics Are Analyzed?
- How do we make it meaningful in connecting Lean accounting with what users do day-to-day?
- An organizationally feasible system request is one that considers the mission, goals and objectives of the organization. key questions are: is the solution request practical and will it solve a problem or take advantage of an opportunity to achieve company goals?
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 Lean accounting book in PDF containing 678 requirements, which criteria correspond to the criteria in…
Your Lean accounting 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 Lean accounting Self-Assessment and Scorecard you will develop a clear picture of which Lean accounting 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 Lean accounting 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 Lean accounting projects with the 62 implementation resources:
- 62 step-by-step Lean accounting Project Management Form Templates covering over 6000 Lean accounting project requirements and success criteria:
Examples; 10 of the check box criteria:
- Monitoring and Controlling Process Group: What departments are involved in its daily operation?
- Scope Management Plan: Is current scope of the Lean accounting project substantially different than that originally defined?
- Lessons Learned: How timely were Progress Reports provided to the Lean accounting project Manager by Team Members?
- Procurement Audit: Was invitation to tender to each specific contract issued after the evaluation of the indicative tenders was completed?
- Procurement Management Plan: Does the Business Case include how the Lean accounting project aligns with the organizations strategic goals & objectives?
- Decision Log: Adversarial Environment. Is your opponent open to a non-traditional workflow, or will it likely challenge anything you do?
- Requirements Documentation: How do you know when a Requirement is accurate enough?
- Activity Duration Estimates: Are actual Lean accounting project results compared with planned or expected results to determine the variance?
- Probability and Impact Assessment: Do requirements demand the use of new analysis, design, or testing methods?
- Cost Baseline: Is the requested change request a result of changes in other Lean accounting project(s)?
Step-by-step and complete Lean accounting Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Lean accounting project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Lean accounting project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Lean accounting 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 Lean accounting 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 Lean accounting 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 Lean accounting project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Lean accounting project with this in-depth Lean accounting Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Lean accounting 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 Lean accounting 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 Lean accounting investments work better.
This Lean accounting 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.