Professional Case Management Second Edition
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About this ebook
Are there any constraints known that bear on the ability to perform Professional Case Management work? How is the team addressing them? Will new equipment/products be required to facilitate Professional Case Management delivery, for example is new software needed? What is your Professional Case Management strategy? What are your best practices for minimizing Professional Case Management project risk, while demonstrating incremental value and quick wins throughout the Professional Case Management project lifecycle? Who will be responsible for making the decisions to include or exclude requested changes once Professional Case Management is underway?
This powerful Professional Case Management self-assessment will make you the reliable Professional Case Management domain master by revealing just what you need to know to be fluent and ready for any Professional Case Management challenge.
How do I reduce the effort in the Professional Case Management work to be done to get problems solved? How can I ensure that plans of action include every Professional Case Management task and that every Professional Case Management outcome is in place? How will I save time investigating strategic and tactical options and ensuring Professional Case Management costs are low? How can I deliver tailored Professional Case Management advice instantly with structured going-forward plans?
There’s no better guide through these mind-expanding questions than acclaimed best-selling author Gerard Blokdyk. Blokdyk ensures all Professional Case Management essentials are covered, from every angle: the Professional Case Management self-assessment shows succinctly and clearly that what needs to be clarified to organize the required activities and processes so that Professional Case Management outcomes are achieved.
Contains extensive criteria grounded in past and current successful projects and activities by experienced Professional Case Management practitioners. Their mastery, combined with the easy elegance of the self-assessment, provides its superior value to you in knowing how to ensure the outcome of any efforts in Professional Case Management are maximized with professional results.
Your purchase includes access details to the Professional Case Management self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows you exactly what to do next. Your exclusive instant access details can be found in your book. You will receive the following contents with New and Updated specific criteria:
- The latest quick edition of the book in PDF
- The latest complete edition of the book in PDF, which criteria correspond to the criteria in...
- The Self-Assessment Excel Dashboard, and...
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
…plus an extra, special, resource that helps you with project managing.
INCLUDES LIFETIME SELF ASSESSMENT 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.
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Book preview
Professional Case Management Second Edition - Gerardus Blokdyk
About The Art of Service
The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.
Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.
Unless you’re talking a one-time, single-use project, 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?’
With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.
Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:
http://theartofservice.com
service@theartofservice.com
Acknowledgments
This checklist was developed under the auspices of The Art of Service, chaired by Gerardus Blokdyk.
Representatives from several client companies participated in the preparation of this Self-Assessment.
Our deepest gratitude goes out to Matt Champagne, Ph.D. Surveys Expert, for his invaluable help and advise in structuring the Self Assessment.
In addition, we are thankful for the design and printing services provided.
Included Resources - how to access
Included with your purchase of the book is the Professional Case Management Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.
How? Simply send an email to
access@theartofservice.com
with this books’ title in the subject to get the Professional Case Management Self Assessment Tool right away.
You will receive the following contents with New and Updated specific criteria:
•The latest quick edition of the book in PDF
•The latest complete edition of the book in PDF, which criteria correspond to the criteria in...
•The Self-Assessment Excel Dashboard, and...
•Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
•…plus an extra, special, resource that helps you with project managing.
INCLUDES LIFETIME SELF ASSESSMENT 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.
Get it now- you will be glad you did - do it now, before you forget.
Send an email to access@theartofservice.com with this books’ title in the subject to get the Professional Case Management Self Assessment Tool right away.
Your feedback is invaluable to us
If you recently bought this book, we would love to hear from you!
You can do this by writing a review on amazon (or the online store where you purchased this book) about your last purchase! As part of our continual service improvement process, we love to hear real client experiences and feedback.
How does it work?
To post a review on Amazon, just log in to your account and click on the Create Your Own Review button (under Customer Reviews) of the relevant product page. You can find examples of product reviews in Amazon. If you purchased from another online store, simply follow their procedures.
What happens when I submit my review?
Once you have submitted your review, send us an email at
review@theartofservice.com with the link to your review so we can properly thank you for your feedback.
Purpose of this Self-Assessment
This Self-Assessment has been developed to improve understanding of the requirements and elements of Professional Case Management, based on best practices and standards in business process architecture, design and quality management.
It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.
The criteria of requirements and elements of Professional Case Management have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.
In this format, even with limited background knowledge of Professional Case Management, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.
How to use the Self-Assessment
On the following pages are a series of questions to identify to what extent your Professional Case Management initiative is complete in comparison to the requirements set in standards.
To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.
1 Strongly Disagree
2 Disagree
3 Neutral
4 Agree
5 Strongly Agree
Read the question and rate it with the following in front of mind:
‘In my belief,
the answer to this question is clearly defined’.
There are two ways in which you can choose to interpret this statement;
1.how aware are you that the answer to the question is clearly defined
2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.
A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.
After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Professional Case Management Scorecard on the second next page of the Self-Assessment.
Your completed Professional Case Management Scorecard will give you a clear presentation of which Professional Case Management areas need attention.
Professional Case Management
Scorecard Example
Example of how the finalized Scorecard can look like:
Professional Case Management
Scorecard
Your Scores:
BEGINNING OF THE
SELF-ASSESSMENT:
Table of Contents
About The Art of Service8
Acknowledgments9
Included Resources - how to access9
Your feedback is invaluable to us11
Purpose of this Self-Assessment11
How to use the Self-Assessment12
Professional Case Management
Scorecard Example14
Professional Case Management
Scorecard15
BEGINNING OF THE
SELF-ASSESSMENT:16
CRITERION #1: RECOGNIZE17
CRITERION #2: DEFINE:24
CRITERION #3: MEASURE:36
CRITERION #4: ANALYZE:48
CRITERION #5: IMPROVE:57
CRITERION #6: CONTROL:69
CRITERION #7: SUSTAIN:80
Professional Case Management and Managing Projects, Criteria for Project Managers:105
1.0 Initiating Process Group: Professional Case Management106
1.1 Project Charter: Professional Case Management108
1.2 Stakeholder Register: Professional Case Management110
1.3 Stakeholder Analysis Matrix: Professional Case Management111
2.0 Planning Process Group: Professional Case Management113
2.1 Project Management Plan: Professional Case Management115
2.2 Scope Management Plan: Professional Case Management117
2.3 Requirements Management Plan: Professional Case Management119
2.4 Requirements Documentation: Professional Case Management122
2.5 Requirements Traceability Matrix: Professional Case Management124
2.6 Project Scope Statement: Professional Case Management126
2.7 Assumption and Constraint Log: Professional Case Management128
2.8 Work Breakdown Structure: Professional Case Management130
2.9 WBS Dictionary: Professional Case Management132
2.10 Schedule Management Plan: Professional Case Management135
2.11 Activity List: Professional Case Management137
2.12 Activity Attributes: Professional Case Management139
2.13 Milestone List: Professional Case Management141
2.14 Network Diagram: Professional Case Management143
2.15 Activity Resource Requirements: Professional Case Management145
2.16 Resource Breakdown Structure: Professional Case Management147
2.17 Activity Duration Estimates: Professional Case Management149
2.18 Duration Estimating Worksheet: Professional Case Management151
2.19 Project Schedule: Professional Case Management153
2.20 Cost Management Plan: Professional Case Management155
2.21 Activity Cost