Trade facilitation: Do the Trade facilitation decisions we make today help people and the planet tomorrow?

Save time, empower your teams and effectively upgrade your processes with access to this practical Trade facilitation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Trade facilitation related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

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The Toolkit contains the following practical and powerful enablers with new and updated Trade facilitation specific requirements:

STEP 1: Get your bearings

Start with…

The latest quick edition of the Trade facilitation 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 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Trade facilitation improvements can be made.

Examples; 10 of the standard requirements:

Has implementation been effective in reaching specified objectives?
Do the Trade facilitation decisions we make today help people and the planet tomorrow?
What process should we select for improvement?
We picked a method, now what?
Think about the people you identified for your Trade facilitation project and the project responsibilities you would assign to them. what kind of training do you think they would need to perform these responsibilities effectively?
Are high impact defects defined and identified in the stakeholder process?
Does the team have regular meetings?
Think about the functions involved in your Trade facilitation project. what processes flow from these functions?
Do we have the right people on the bus?
How to deal with Trade facilitation Changes?

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 Trade facilitation book in PDF containing requirements, which criteria correspond to the criteria in…

Your Trade facilitation 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 Trade facilitation Self-Assessment and Scorecard you will develop a clear picture of which Trade facilitation 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 Trade facilitation 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 Trade facilitation projects with the 62 implementation resources:

62 step-by-step Trade facilitation Project Management Form Templates covering over 6000 Trade facilitation project requirements and success criteria:

Examples; 10 of the check box criteria:

Activity Cost Estimates: What happens if you cannot produce the documentation for the single audit?
Decision Log: Do strategies and tactics aimed at less than full control reduce the costs of management or simply shift the cost burden?
Lessons Learned: How did the estimated Trade facilitation project Budget compare with the total actual expenditures?
Procurement Management Plan: Were Trade facilitation project team members involved in the development of activity & task decomposition?
Project Management Plan: Are the proposed Trade facilitation project purposes different than a previously authorized Trade facilitation project?
WBS Dictionary: Budgets assigned to major functional organizations?
Cost Management Plan: What will be the split of responsibilities of progress measurement and controls among the owner, contractor, subcontractors, and vendors?
Quality Management Plan: Were there any deficiencies / issues identified in the prior years self-assessment?
Schedule Management Plan: Is the firm certified as a broker of the products/supplies?
WBS Dictionary: The total budget for the contract (including estimates for authorized but unpriced work)?

Step-by-step and complete Trade facilitation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Trade facilitation project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Trade facilitation project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Trade facilitation 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 Trade facilitation 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 Trade facilitation 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 Trade facilitation project or Phase Close-Out
5.4 Lessons Learned

Results

With this Three Step process you will have all the tools you need for any Trade facilitation project with this in-depth Trade facilitation Toolkit.

In using the Toolkit you will be better able to:

Diagnose Trade facilitation 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 Trade facilitation 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 Trade facilitation investments work better.

This Trade facilitation All-Inclusive Toolkit enables You to be that person: