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?
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2. Does Trade customer create potential expectations in other areas that need to be recognized and considered?
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3. What is the extent or complexity of the Trade customer problem?
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4. Is it needed?
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