Case Management Systems A Complete Guide - 2020 Edition. Gerardus Blokdyk
transfer to the corresponding spoke in the Case Management Systems Scorecard on the second next page of the Self-Assessment.
Your completed Case Management Systems Scorecard will give you a clear presentation of which Case Management Systems areas need attention.
Case Management Systems
Scorecard Example
Example of how the finalized Scorecard can look like:
Case Management Systems
Scorecard
Your Scores:
BEGINNING OF THE
SELF-ASSESSMENT:
Table of Contents
About The Art of Service8
Included Resources - how to access8
Purpose of this Self-Assessment10
How to use the Self-Assessment11
Case Management Systems
Scorecard Example13
Case Management Systems
Scorecard14
BEGINNING OF THE
SELF-ASSESSMENT:15
CRITERION #1: RECOGNIZE16
CRITERION #2: DEFINE:28
CRITERION #3: MEASURE:44
CRITERION #4: ANALYZE:58
CRITERION #5: IMPROVE:74
CRITERION #6: CONTROL:91
CRITERION #7: SUSTAIN:104
Case Management Systems and Managing Projects, Criteria for Project Managers:129
1.0 Initiating Process Group: Case Management Systems130
1.1 Project Charter: Case Management Systems132
1.2 Stakeholder Register: Case Management Systems134
1.3 Stakeholder Analysis Matrix: Case Management Systems135
2.0 Planning Process Group: Case Management Systems137
2.1 Project Management Plan: Case Management Systems139
2.2 Scope Management Plan: Case Management Systems141
2.3 Requirements Management Plan: Case Management Systems143
2.4 Requirements Documentation: Case Management Systems145
2.5 Requirements Traceability Matrix: Case Management Systems147
2.6 Project Scope Statement: Case Management Systems149
2.7 Assumption and Constraint Log: Case Management Systems151
2.8 Work Breakdown Structure: Case Management Systems153
2.9 WBS Dictionary: Case Management Systems155
2.10 Schedule Management Plan: Case Management Systems157
2.11 Activity List: Case Management Systems159
2.12 Activity Attributes: Case Management Systems161
2.13 Milestone List: Case Management Systems163
2.14 Network Diagram: Case Management Systems165
2.15 Activity Resource Requirements: Case Management Systems167
2.16 Resource Breakdown Structure: Case Management Systems168
2.17 Activity Duration Estimates: Case Management Systems170
2.18 Duration Estimating Worksheet: Case Management Systems172
2.19 Project Schedule: Case Management Systems174
2.20 Cost Management Plan: Case Management Systems176
2.21 Activity Cost Estimates: Case Management Systems178
2.22 Cost Estimating Worksheet: Case Management Systems180
2.23 Cost Baseline: Case Management Systems182
2.24 Quality Management Plan: Case Management Systems184
2.25 Quality Metrics: Case Management Systems186
2.26 Process Improvement Plan: Case Management Systems188
2.27 Responsibility Assignment Matrix: Case Management Systems190
2.28 Roles and Responsibilities: Case Management Systems192
2.29 Human Resource Management Plan: Case Management Systems194
2.30 Communications Management Plan: Case Management Systems196
2.31 Risk Management Plan: Case Management Systems198
2.32 Risk Register: Case Management Systems200
2.33 Probability and Impact Assessment: Case Management Systems202
2.34 Probability and Impact Matrix: Case Management Systems204
2.35 Risk Data Sheet: Case Management Systems206
2.36 Procurement Management Plan: Case Management Systems208
2.37 Source Selection Criteria: Case Management Systems210
2.38 Stakeholder Management Plan: Case Management Systems212
2.39 Change Management Plan: Case Management Systems214
3.0 Executing Process Group: Case Management Systems216
3.1 Team Member Status Report: Case Management Systems218
3.2 Change Request: Case Management Systems220
3.3 Change Log: Case Management Systems222
3.4 Decision Log: Case Management Systems224
3.5 Quality Audit: Case Management Systems226
3.6 Team Directory: Case Management Systems229
3.7 Team Operating Agreement: Case Management Systems231
3.8 Team Performance Assessment: Case Management Systems233
3.9 Team Member Performance Assessment: Case Management Systems235
3.10 Issue Log: Case Management Systems237
4.0 Monitoring and Controlling Process Group: Case Management Systems239
4.1 Project Performance Report: Case Management Systems241
4.2 Variance Analysis: Case Management Systems243
4.3 Earned Value Status: Case Management Systems245
4.4 Risk Audit: Case Management Systems247
4.5 Contractor Status Report: Case Management Systems249
4.6 Formal Acceptance: Case Management Systems251
5.0 Closing Process Group: Case Management Systems253
5.1 Procurement Audit: Case Management Systems255
5.2 Contract Close-Out: Case Management Systems257
5.3 Project or Phase Close-Out: Case Management Systems259
5.4 Lessons Learned: Case Management Systems261
Index263
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