Contents of Model 11 - APQC PCF v6

List of PCF Activities

Level 1 PCF Activity

• Acquire, Construct, and Manage Assets
• Deliver Products and Services
• Develop and Manage Business Capabilities
• Develop and Manage Human Capital
• Develop and Manage Products and Services
• Develop Vision and Strategy
• Manage Customer Service
• Manage Enterprise Risk, Compliance, Remediation and Resiliency
• Manage External Relationships
• Manage Financial Resources
• Manage Information Technology
• Market and Sell Products and Services

Level 2 PCF Activity

• Build investor relationships
• Define the business concept and long-term vision
• Deliver and support information technology services
• Deliver service to customer
• Deploy information technology solutions
• Design and construct/acquire nonproductive assets
• Develop and counsel employees
• Develop and implement security, privacy, and data protection controls
• Develop and maintain information technology solutions
• Develop and manage enterprise-wide knowledge management (KM) capability
• Develop and manage human resources (HR) planning, policies, and strategies
• Develop and manage IT customer relationships
• Develop and manage marketing plans
• Develop and manage sales plans
• Develop business strategy
• Develop customer care/customer service strategy
• Develop marketing strategy
• Develop products and services
• Develop sales strategy
• Dispose of productive and nonproductive assets
• Manage business processes
• Manage business resiliency
• Manage change
• Manage compliance
• Manage employee communication
• Manage employee information and analytics
• Manage employee relations
• Manage enterprise information
• Manage enterprise quality
• Manage enterprise risk
• Manage environmental health and safety (EHS)
• Manage fixed-asset project accounting
• Manage government and industry relationships
• Manage internal controls
• Manage international funds/consolidation
• Manage legal and ethical issues
• Manage logistics and warehousing
• Manage portfolio, program, and project
• Manage product and service portfolio
• Manage public relations program
• Manage relations with board of directors
• Manage remediation efforts
• Manage strategic initiatives
• Manage taxes
• Manage the business of information technology
• Manage treasury operations
• Measure and benchmark
• Measure and evaluate customer service operations
• Obtain and install assets, equipment, and tools
• Perform general accounting and reporting
• Perform global trade services
• Perform planning and management accounting
• Perform revenue accounting
• Plan and manage customer service operations
• Plan for and align supply chain resources
• Plan maintenance work
• Process accounts payable and expense reimbursements
• Process payroll
• Procure materials and services
• Produce/Manufacture/Deliver product
• Recruit, source, and select employees
• Redeploy and retire employees
• Reward and retain employees
• Understand markets, customers, and capabilities

Level 3 PCF Activity

• Administer payroll
• Amend or create policy
• Assess distribution planning performance
• Assess KM capabilities
• Assess the external environment
• Benchmark performance
• Calculate duty
• Classify products
• Communicate with customs
• Communicate with shareholders
• Conduct organization restructuring opportunities
• Confirm alignment of product/service concepts with business strategy
• Confirm specific service requirements for individual customer
• Contact and confer with experts
• Control exports and imports
• Coordinate and align functional and process strategies
• Coordinate business unit and functional risk management activities
• Create and manage master production schedule
• Create and manage organizational performance strategy
• Create ethics policies
• Create IT services and solutions
• Create materials plan
• Create organizational design (structure, governance, reporting, etc.)
• Create press releases
• Create remediation plans
• Define and manage channel strategy
• Define and manage process frameworks
• Define customer service policies and procedures
• Define logistics strategy
• Define offering and customer value proposition
• Define pricing strategy to align to value proposition
• Define processes
• Define product/service development requirements
• Define the enterprise architecture
• Define the enterprise information architecture
• Deliver employee communications
• Design the change
• Design, build, and evaluate products and services
• Determine environmental health and safety impacts
• Develop and execute functional EHS program
• Develop and implement employee outplacement
• Develop and implement workforce strategy and policies
• Develop and maintain IT services and solutions architecture
• Develop and manage employee metrics
• Develop and manage IT service levels
• Develop and manage media
• Develop and manage packaging strategy
• Develop and manage pricing
• Develop and manage promotional activities
• Develop and manage reward, recognition, and motivation programs
• Develop and manage time and attendance systems
• Develop and perform preventive law programs
• Develop and set organizational goals
• Develop and train employees
• Develop competency management models
• Develop customer service segmentation/prioritization (e.g., tiers)
• Develop employee communication plan
• Develop exit strategy
• Develop human resources strategy
• Develop information and content management strategies
• Develop IT services and solution delivery strategy
• Develop IT services and solutions strategy
• Develop IT support strategy
• Develop KM strategy
• Develop ongoing maintenance policies for productive assets
• Develop overall mission statement
• Develop production and materials strategies
• Develop property strategy and long-term vision
• Develop quality standards and procedures
• Develop sales forecast
• Develop sales partner/alliance relationships
• Develop sourcing strategies
• Develop strategic initiatives
• Develop tax strategy and plan
• Develop the business resilience strategy
• Develop the enterprise IT strategy
• Develop the IT deployment strategy
• Develop the IT development strategy
• Develop, construct, and modify sites
• Document trade
• Ensure compliance
• Ensure quality of service
• Establish and maintain process management governance
• Establish compliance framework and policies
• Establish customer management measures
• Establish distribution planning constraints
• Establish goals, objectives, and metrics for products by channels/segments
• Establish high-level measures
• Establish information security, privacy, and data protection strategies and levels
• Establish internal controls, policies, and procedures
• Establish marketing budgets
• Establish overall sales budgets
• Establish quality requirements
• Establish sales goals and measures
• Establish service levels for customers
• Establish strategic vision
• Establish the enterprise risk framework and policies
• Evaluate and communicate IT business value and performance
• Evaluate and manage financial performance
• Evaluate and prioritize market opportunities
• Evaluate performance of existing products/services against market opportunities
• Evaluate performance to requirements
• Evaluate strategic initiatives
• Evaluate strategic options to achieve the objectives
• Formulate business unit strategies
• Generate leads
• Handle restitution
• Identify and schedule resources to meet service requirements
• Identify/dedicate resources
• Implement and maintain the enterprise quality management system (EQMS)
• Implement change
• Improve processes
• Investigate damage cause
• Investigate legal aspects
• Invoice customer
• Issue press releases
• Maintain continuous business operations
• Maintain IT services and solutions
• Maintain production records and manage lot traceability
• Manage and administer benefits
• Manage and maintain employee data
• Manage and process adjustments/deductions
• Manage and process collections
• Manage Applicant Information
• Manage business unit and function risk
• Manage cash
• Manage collective bargaining process
• Manage community relations
• Manage corporate governance policies
• Manage customer complaints
• Manage customer sales
• Manage customer service requests/inquiries
• Manage customers and accounts
• Manage debt and investment
• Manage demand for products and services
• Manage deployment of personnel
• Manage employee assistance and retention
• Manage employee development
• Manage employee grievances
• Manage employee inquiry process
• Manage employee orientation and deployment
• Manage employee performance
• Manage employee requisitions
• Manage facilities operations
• Manage government relations
• Manage human resource information systems (HRIS)
• Manage information resources
• Manage in-house bank accounts
• Manage IT customer satisfaction
• Manage IT infrastructure operations
• Manage IT infrastructure resources
• Manage labor management partnerships
• Manage labor relations
• Manage leave of absence
• Manage lobby activities
• Manage media relations
• Manage new hire/re-hire
• Manage non-conformance
• Manage outside counsel
• Manage pay
• Manage policies and procedures
• Manage portfolio
• Manage process performance
• Manage product and service life cycle
• Manage product and service master data
• Manage programs
• Manage projects
• Manage promotion and demotion process
• Manage regulatory compliance
• Manage relations with quasi-government bodies
• Manage relations with trade or industry groups
• Manage reporting processes
• Manage retirement
• Manage returns; manage reverse logistics
• Manage sales force
• Manage sales orders
• Manage sales partners and alliances
• Manage separation
• Manage suppliers
• Manage the IT portfolio
• Manage transactions
• Manage treasury policies and procedures
• Manage/Collect employee suggestions and perform employee research
• Market IT services and solutions
• Measure customer satisfaction with customer requests/inquiries handling
• Measure customer satisfaction with customer-complaint handling and resolution
• Measure customer satisfaction with products and services
• Monitor and execute risk and hedging transactions
• Monitor and manage functional EHS management program
• Monitor and update strategy, plans, and policies
• Monitor currency exposure/hedge currency
• Monitor international rates
• Negotiate and document agreements/contracts
• Obtain and install equipment
• Operate controls and monitor compliance with internal controls policies and procedures
• Operate outbound transportation
• Operate warehousing
• Order materials and services
• Overhaul equipment
• Oversee and coordinate enterprise risk management activities
• Perform abandonment
• Perform capital planning and project approval
• Perform capital project accounting
• Perform continuous business operations planning
• Perform corrective maintenance
• Perform cost accounting and control
• Perform cost management
• Perform customer and market intelligence analysis
• Perform demand-side management (DSM) for IT services
• Perform discovery research
• Perform enterprise data and content management
• Perform financial reporting
• Perform fixed-asset accounting
• Perform general accounting
• Perform internal analysis
• Perform IT research and innovation
• Perform IT services and solutions life cycle planning
• Perform planning/budgeting/forecasting
• Perform quality testing
• Perform routine maintenance
• Perform sale or trade
• Plan and implement changes
• Plan and manage customer service work force
• Plan and manage inbound material flow
• Plan and manage releases
• Plan distribution requirements
• Plan facility
• Plan for change
• Plan, build, and manage analyst relations
• Plan, build, and manage lender relations
• Prepare for production
• Prepare letter of credit
• Process accounts payable (AP)
• Process accounts receivable (AR)
• Process customer credit
• Process expense reimbursements
• Process payroll taxes
• Process taxes
• Process trade preferences
• Produce product
• Promote political stability
• Protect intellectual property
• Provide legal advice/counseling
• Provide service to specific customers
• Provide workspace and assets
• Recruit/Source candidates
• Relocate employees, and manage assignments
• Report audit findings
• Report on internal controls compliance
• Report results
• Report time
• Resolve disputes and litigations
• Review distribution planning policies
• Review retention and motivation indicators
• Schedule production
• Screen and select candidates
• Screen sanctioned party list
• Select long-term business strategy
• Select strategic initiatives
• Select suppliers and develop/maintain contracts
• Share knowledge of specific risks across other parts of the organization
• Support IT services and solutions
• Survey market and determine customer needs and wants
• Sustain improvement
• Test continuous business operations
• Test market for new or revised products and services
• Test, evaluate, and implement information security and privacy and data protection controls
• Track customer management measures
• Train and educate functional employees

Level 4 PCF Activity

• Accept and validate sales orders
• Account for taxes
• Acquire workspace and assets
• Acquire/Develop changed IT service/solution component
• Acquire/Develop IT service/solution components
• Act as clearinghouse for IT research and innovation
• Address tax inquiries
• Adjust accounting records
• Administer benefit enrollment
• Administer change schedule
• Administer compensation and rewards to employees
• Administer HR policies
• Administer licensing terms
• Administer options
• Agree on partner and alliance commissions
• Align employee and organization development needs
• Align learning programs with competencies
• Align staffing plan to work force plan and business unit strategies/resource needs
• Align stakeholders around strategic vision
• Analyze adjustments
• Analyze and evaluate competition
• Analyze and evaluate the value of the IT portfolio for the enterprise
• Analyze and report employee utilization
• Analyze and report paid and unpaid leave
• Analyze assets, and predict maintenance requirements
• Analyze budget
• Analyze competing organizations, competitive/substitute products
• Analyze customer attrition and retention rates
• Analyze customer complaint data and identify improvement opportunities
• Analyze customer metrics
• Analyze customer revenue trend
• Analyze deal options
• Analyze delinquent account balances
• Analyze demographics
• Analyze existing customers
• Analyze feedback of customer needs
• Analyze financial positions
• Analyze historical and planned promotions and events
• Analyze IT services and solutions consumption and usage
• Analyze market and industry trends
• Analyze organization’s spend profile
• Analyze organizational characteristics
• Analyze performance benchmark gaps
• Analyze processes
• Analyze product and service satisfaction data and identify improvement opportunities
• Analyze risk activities and update plans
• Analyze sales trends and patterns
• Analyze systems and technology
• Analyze, negotiate, resolve, and confirm bank fees
• Analyze/Approve new account applications
• Apply cash remittances
• Approve payments
• Approve pricing strategies/policies
• Approve reimbursements and advances
• Approve requisitions
• Archive and retain records of non-hires
• Assess and analyze impact of each option
• Assess and communicate customer satisfaction patterns
• Assess brand/product marketing plan performance
• Assess connection to other initiatives
• Assess cultural issues
• Assess current compliance position, and identify weaknesses or shortfalls therein
• Assess customer and product profitability
• Assess feasibility of integrating new leading technologies into product/service concepts
• Assess future risks and opportunities
• Assess internal and external business environment
• Assess IT needs and engage IT function
• Assess maturity of existing KM initiatives
• Assess new technology innovations
• Assess organizational implication of feasible alternatives
• Assess potential impact
• Assess problem and determine work requirements
• Assess production performance
• Assess readiness for change
• Assess results of tests
• Assess risks to determine which to mitigate
• Assess risks using enterprise risk framework policies and procedures
• Assess the EQMS performance
• Assess the external environment (L4)
• Assess the information and content management implications of new technologies
• Assign and support process ownership
• Assign resources to product/service project
• Assign roles and responsibility for internal controls
• Audit invoices and key data in AP system
• Audit treasury procedures
• Authorize and process returns
• Build prototypes
• Build strategic intelligence
• Build strategic plan to support business objectives
• Calculate and pay applicable payroll taxes
• Calculate and record depreciation expense
• Calculate consolidation at source
• Calculate deferred taxes
• Calculate destination dispatch plan
• Calculate destination load plans
• Calculate interest and fees for in-house bank accounts
• Calculate net profit
• Calculate performance measures
• Calculate product revenue
• Calculate requirements at destination
• Calibrate test equipment
• Capture and analyze customer satisfaction
• Capture and assess customer needs
• Capture and report relevant tax data
• Capture and reuse lessons learned from change process
• Certify and validate suppliers
• Change fit/form/function of workspace and assets
• Clarify purchasing requirements
• Close non-conformance
• Close projects
• Close the sale
• Close/capitalize projects
• Collaborate on design with suppliers and contract manufacturers
• Collaborate with customers
• Collaborate with supplier and contract manufacturers
• Collaborate with suppliers to identify sourcing opportunities
• Collaborate with suppliers
• Collect and maintain customer account information
• Collect and record employee time worked
• Communicate business and IT service-level improvement opportunities
• Communicate changes to stakeholders
• Communicate EHS issues to stakeholders and provide support
• Communicate HR strategies
• Communicate IT value
• Communicate mission
• Communicate outsourcing needs
• Communicate plans and provide updates to stakeholders
• Communicate quality specifications
• Communicate strategic vision to stakeholders
• Conduct customer and market research
• Conduct customer tests and interviews
• Conduct financial justification for project approval
• Conduct gap analysis to understand need for change and degree needed
• Conduct health and safety and environmental audits
• Conduct in-house product/service testing and evaluate feasibility
• Conduct internal process and external competitive benchmarking
• Conduct mandatory and elective external reviews (legal, regulatory, standards, internal)
• Conduct organizational risk analysis
• Conduct performance assessments
• Conduct qualitative/quantitative assessments
• Confirm alignment of property requirements with business strategy
• Confirm customer acceptance
• Confirm enterprise architecture maintenance approach
• Confirm marketing alignment to business strategy
• Consolidate and optimize total tax plan
• Coordinate strategies with internal stakeholders to ensure alignment
• Coordinate the sharing of risk knowledge across the organization
• Correspond/Negotiate with customer
• Correspond/Negotiate with delinquent accounts
• Create and maintain the IT services and solutions catalog
• Create applicant record
• Create baselines for current processes
• Create budget
• Create commitment for improvement/change
• Create compliance function
• Create customer profile
• Create EHS policy
• Create enterprise measurement systems model
• Create environment and capability for EQMS improvement(s)
• Create IT services and solutions architecture
• Create marketing budget
• Create project account codes
• Create resourcing plan and schedule
• Create service order fulfillment schedule
• Create site-level production plan and schedule
• Create unconstrained plan
• Create/Distribute purchase orders
• Create/Maintain employee on-boarding program
• Define and communicate code of ethics
• Define and establish IT architecture and development standards
• Define and manage governance approach
• Define business process objectives and risks
• Define capacities
• Define critical-to-quality characteristics
• Define current business
• Define delivery processes, procedures, and tools standards
• Define deployment process, procedures, and tools standards
• Define development processes, methodologies, and tools standards
• Define employee development guidelines
• Define entity/unit risk tolerances
• Define future state
• Define HR and business function roles and accountability
• Define information access requirements
• Define information elements, composite structure, logical relationships and constraints, taxonomy, and derivation rules
• Define IT support services
• Define key performance measures
• Define labor and materials policies
• Define manufacturing capital expense policies
• Define manufacturing goals
• Define media objectives
• Define offering and positioning
• Define outsourcing policies
• Define performance objectives
• Define portfolio governance
• Define preventive quality activities
• Define production balance and control
• Define production network and supply constraints
• Define production process
• Define production workplace layout and infrastructure
• Define promotional concepts
• Define roles and accountability of core group versus operating units
• Define scope
• Define sources and destinations of content data
• Define strategic options
• Define strategic standards, guidelines, and principles
• Define strategic vendors for IT components
• Define system security requirements
• Define target audience
• Define the enterprise information/data policies and standards
• Define the quality strategy
• Deliver employee benefits program
• Deliver IT services and solutions
• Deliver programs to support work/life balance for employees
• Design alliance programs and methods for selecting and managing relationships
• Design and implement control activities
• Design and obtain necessary materials and equipment
• Design change to existing IT service/solution
• Design engineering solution for the manufacturing process
• Design facility
• Design IT services and solutions
• Design logistics network
• Design the relationships between organizational units
• Determine availability
• Determine available to promise
• Determine change enablers
• Determine channel fit with target segments
• Determine costs of marketing
• Determine critical activities
• Determine customer loyalty/lifetime value
• Determine finished goods inventory requirements at destination
• Determine fulfillment process
• Determine HR costs
• Determine immediate action(s)
• Determine key cost drivers
• Determine lot numbering system
• Determine lot use
• Determine overhead and fixed costs
• Determine pricing based on volume/unit forecast
• Determine recruitment methods and channels
• Determine risk tolerance for organization
• Determine sales resource allocation
• Determine stakeholders
• Determine target segments
• Determine variable costs
• Develop and approve capital expenditure plans and budgets
• Develop and confirm internal controls for treasury
• Develop and document EQMS policies, procedures, standards, and measures
• Develop and execute advertising
• Develop and execute hedging transactions
• Develop and execute other marketing campaigns/programs
• Develop and implement data and content administration
• Develop and implement incentive programs that improve consumption efficiency
• Develop and maintain budget policies and procedures
• Develop and maintain delivery service policy
• Develop and maintain enterprise risk policies and procedures
• Develop and manage IT customer strategy
• Develop and open job requisitions
• Develop and test prototype production and/or service delivery process
• Develop approach to integrate preventive maintenance into production schedule
• Develop baseline forecasts
• Develop benchmarking capabilities
• Develop benefits and reward plan
• Develop capital investment policies and procedures
• Develop cash flow forecasts
• Develop change management approaches
• Develop change management plans
• Develop communication plan
• Develop compensation plan
• Develop consensus forecast
• Develop core KM methodologies
• Develop employee career plans
• Develop employee diversity plan
• Develop enterprise compliance policies and procedures
• Develop foreign, national, state, and local tax strategy
• Develop funding models
• Develop global support and shared services strategy
• Develop governance model
• Develop HR policies
• Develop inventory strategy
• Develop IT services and solutions marketing strategy
• Develop job descriptions
• Develop lean/continuous improvement strategy
• Develop life cycle plan for IT services and solutions
• Develop marketing messages
• Develop mitigation plans for risks
• Develop new branding
• Develop new KM approaches
• Develop new technologies
• Develop other HR programs
• Develop partner and alliance management strategies
• Develop performance improvement plan
• Develop procurement plan
• Develop product/service design specifications
• Develop project plans
• Develop quality controls
• Develop regulatory compliance procedures
• Develop rewards/incentives plan
• Develop risk mitigation and management strategy, and integrate with existing performance management processes
• Develop role activity diagrams to assess hand-off activity
• Develop role analysis and activity diagrams for key processes
• Develop salary/compensation structure and plan
• Develop sales forecast by partner/alliance
• Develop sales/key account plan
• Develop service order
• Develop standard testing procedures
• Develop strategic measures and indicators
• Develop strategy for HR systems/technologies/tools
• Develop succession plan
• Develop sustainability strategy
• Develop training and communication plans
• Develop training plan
• Develop treasury procedures
• Develop value proposition including brand positioning for target segments
• Develop volume/unit forecast for IT services and solutions
• Develop work force strategy models
• Develop, conduct, and manage employee and/or management training programs
• Discuss account resolution with internal parties
• Discuss resolution with internal parties
• Dispatch resources
• Distribute and install change
• Distribute and install release
• Document design specifications
• Draw up and make offer
• Eliminate quality and reliability problems
• Engage media provider
• Engage/Identify champion
• Engage/Retain outside counsel if necessary
• Enhance/Modify existing KM approaches
• Ensure risks and risk mitigation actions are monitored
• Ensure that each business unit / function follows the enterprise risk management process
• Ensure that each business unit/function follows the enterprise risk reporting process
• Enter employee time worked into payroll system
• Enter orders into system and identify/perform cross-sell/up-sell activity
• Establish accountability for change management
• Establish accounting policies
• Establish and communicate expense reimbursement policies and approval limits
• Establish and maintain business and IT service-level agreements
• Establish and maintain process framework
• Establish and maintain process tools and templates
• Establish and monitor key performance indicators
• Establish and publish treasury policies
• Establish appropriate performance indicators (metrics)
• Establish AR policies
• Establish board of directors and audit committee
• Establish central KM core group
• Establish change adoption metrics
• Establish common financial systems
• Establish credit policies
• Establish data custodianship
• Establish distribution center layout constraints
• Establish dynamic deployment policies
• Establish fixed-asset policies and procedures
• Establish guidelines for applying pricing of products/services
• Establish HR measures
• Establish inventory management constraints
• Establish IT governance organization and processes
• Establish IT services and solutions change policies
• Establish monitoring frequency
• Establish need for change
• Establish partner and alliance management goals
• Establish policies and procedures
• Establish policies for delinquent accounts
• Establish policies/procedures for adjustments
• Establish portfolio strategy
• Establish program structure and approach
• Establish project scope
• Establish quality targets
• Establish sales force incentive plan
• Establish scope and governance of treasury operations
• Establish sourcing relationships
• Establish sourcing strategy for IT delivery
• Establish sourcing strategy for IT development
• Establish sourcing strategy for IT support
• Establish the enterprise architecture definition
• Establish the IT portfolio
• Establish training needs by analysis of required and available skills
• Establish transportation management constraints
• Establish/Clarify new roles
• Evaluate and refine hedging positions
• Evaluate and report service-level attainment results
• Evaluate and review performance program
• Evaluate and revise forecasting approach
• Evaluate and select IT services and solutions strategic initiatives
• Evaluate breadth and depth of organizational structure
• Evaluate channel attributes and partners
• Evaluate environmental impact of products, services, and operations
• Evaluate existing KM approaches
• Evaluate existing products/brands
• Evaluate IT plan performance
• Evaluate new products
• Evaluate partner/alliance results
• Evaluate pricing performance
• Evaluate promotional performance metrics
• Evaluate the effectiveness of employee on-boarding program
• Execute compliance program
• Execute detailed line schedule
• Execute onboarding program
• Execute packaging strategy
• Execute pricing plan
• Execute projects
• Execute promotional activities
• Execute site-level production plan and schedule
• Expedite orders and satisfy inquiries
• File regulatory payroll tax forms
• Finalize product/service characteristics and business cases
• Finalize quality plan
• Finalize technical requirements
• Forecast volume of customer service contacts
• Form design team
• Formulate IT services and solutions strategic initiatives
• Formulate mission
• Gather and solicit post-sale customer feedback on products and services
• Gather current and historic order information
• Gather skill requirements according to corporate strategy and market environment
• Generate constrained plan
• Generate customer billing data
• Generate detailed schedule
• Generate line level plan
• Generate sales forecast
• Generate service order
• Govern the enterprise architecture
• Handle order inquiries including post-order fulfillment transactions
• Hire candidate
• Identify alliance opportunities
• Identify and deploy candidate selection tools
• Identify and implement enterprise risk management tools
• Identify and prioritize information and content management actions
• Identify and refine performance indicators
• Identify and select improvement opportunities
• Identify applicable regulatory requirements
• Identify barriers to change
• Identify budget/roles
• Identify compensation requirements based on financial, benefits, and HR policies
• Identify completed orders for feedback
• Identify core EQMS processes, controls, and metrics
• Identify critical materials and supplier capacity
• Identify cross-functional processes
• Identify design/development performance indicators
• Identify ecological concerns
• Identify economic trends
• Identify enterprise core competencies
• Identify enterprise level risks
• Identify gaps and needs
• Identify incomplete orders and service failures
• Identify leads
• Identify links to key initiatives
• Identify long-term IT needs of the enterprise in collaboration with stakeholders
• Identify market segments
• Identify new technologies
• Identify performance trends
• Identify political and regulatory issues
• Identify potential customers
• Identify potential improvements to existing products and services
• Identify potential new products and services
• Identify regulatory and stakeholder requirements
• Identify requirements for changes to manufacturing/delivery processes
• Identify resources and develop measures
• Identify restructuring opportunities
• Identify risks
• Identify root cause(s)
• Identify social and cultural changes
• Identify strategic HR needs
• Implement and maintain controls-related enabling technologies and tools
• Implement emergency response program
• Implement enterprise compliance activities
• Implement missing or stronger regulatory compliance controls and policies
• Implement mitigation plans for risks
• Implement new KM approaches
• Implement pollution prevention program
• Incorporate learning into future/planned consumer promotions
• Initiate improvements based on customer satisfaction patterns
• Install and commission equipment
• Install and validate production process or methodology
• Interview candidates
• Introduce new products/services
• Maintain and administer applicable deductions
• Maintain and administer employee earnings information
• Maintain chart of accounts
• Maintain controls-related technologies and tools
• Maintain customer/product master files
• Maintain fixed-asset master data files
• Maintain intellectual property rights and restrictions
• Maintain master data
• Maintain relationships with regulators as appropriate
• Maintain tax master data
• Maintain the relevance of the enterprise architecture
• Maintain/Manage electronic commerce
• Make build-or-buy decision
• Manage and facilitate inter-company borrowing transactions
• Manage and oversee banking relationships
• Manage and process warranty claims
• Manage and reconcile cash positions
• Manage asset resource deployment and utilization
• Manage availability
• Manage backup/recovery
• Manage capacity utilization
• Manage cash equivalents
• Manage cash flows
• Manage central incoming payments on behalf of subsidiaries
• Manage centralized outgoing payments on behalf of subsidiaries
• Manage changes to content data architecture requirements
• Manage channel partner master data
• Manage collaborative replenishment planning
• Manage construction or modification to building
• Manage continuous cost improvement
• Manage contracts
• Manage copyrights and patents
• Manage cost of supply
• Manage customer master data
• Manage customer relationships
• Manage dispatch plan attainment
• Manage EHS costs and benefits
• Manage employee referral programs
• Manage employee skills development
• Manage engineering change orders
• Manage expatriates
• Manage exposure risk
• Manage facilities
• Manage financial intermediary relationships
• Manage flow of returned products
• Manage foreign-exchange risk
• Manage improvement projects
• Manage inbound material flow
• Manage incidents
• Manage in-house bank accounts for subsidiaries
• Manage inquiries
• Manage interest-rate risk
• Manage internal audits
• Manage internal payments and netting transactions
• Manage internal/external job posting Web sites
• Manage issuer exposure
• Manage IT inventory and assets
• Manage IT resource capacity
• Manage IT services and solutions advertising and promotional campaigns
• Manage liquidity
• Manage order fulfillment progress
• Manage partner load plan
• Manage performance and capacity
• Manage personal accounts
• Manage physical finished goods inventory
• Manage problems
• Manage program execution
• Manage program stakeholders and partners
• Manage raw material inventory
• Manage recruitment channels
• Manage recruitment vendors
• Manage repair/refurbishment and return to customer/stock
• Manage requirements for partners
• Manage requisition dates
• Manage retention, revision, and retirement of enterprise information
• Manage technical interfaces to users of content
• Manage transportation fleet
• Manage work-in-progress inventory
• Manage/Track applicant data
• Map processes
• Match needs to supply capabilities
• Measure and report EHS performance
• Measure and report process performance
• Measure contribution to business strategy
• Measure cost drivers
• Measure cost effectiveness
• Measure cycle time
• Measure financial returns on completed capital projects
• Measure forecast accuracy
• Measure process productivity
• Measure realization of objectives
• Measure staff efficiency
• Migrate to new organization
• Modify requisitions
• Monitor activity against forecast and revise forecast
• Monitor and control portfolio
• Monitor and evaluate quality of customer interactions with customer service representatives
• Monitor and test, on an ongoing and scheduled basis, regulatory compliance position and existing controls, defining controls that should be added, removed, or modified as required
• Monitor and track capital projects and budget spending
• Monitor change
• Monitor changes in tax status of employees
• Monitor control effectiveness
• Monitor credit
• Monitor improved process performance
• Monitor inbound delivery performance
• Monitor master production schedule and plan
• Monitor material specifications
• Monitor production runs
• Monitor quality of product delivered
• Monitor regular, overtime, and other hours
• Monitor risks
• Monitor tax compliance
• Monitor the regulatory environment for changing or emerging regulations
• Monitor treasury procedures
• Monitor/Manage supplier information
• Negotiate and establish contracts
• Negotiate offer
• Negotiate service-level agreements
• Negotiate terms for facility
• Notify hiring manager
• Obtain candidate background information
• Operate compliance function
• Optimize customer and product mix
• Optimize transportation schedules and costs
• Organize daily service order fulfillment schedule
• Perform benefit reconciliation
• Perform business unit reporting/review management reports
• Perform competitive analysis of benefit and rewards
• Perform consolidated reporting/review of cost management reports
• Perform consolidations and process eliminations
• Perform continuous improvement activities
• Perform cost of sales analysis
• Perform due-diligence
• Perform inventory accounting
• Perform IT operations support services
• Perform job-specific roles mapping and value-added analyses
• Perform life cycle costing
• Perform organization redesign workshops
• Perform pre-sales activities
• Perform process governance activities
• Perform product costing
• Perform recruiting activities/events
• Perform reverse logistics
• Perform sales calls
• Perform salvage activities
• Perform tax planning/strategy
• Perform testing using the standard testing procedure
• Perform variance analysis
• Pick, pack, and ship product for delivery
• Plan and deploy the EQMS scope, targets, and goals
• Plan and develop cost and quality targets
• Plan and initiate compliance program
• Plan and test promotional activities
• Plan change deployment
• Plan development of feature and functionality enhancement
• Plan development of new requirements
• Plan employee benefits
• Plan employee resourcing requirements per unit/organization
• Plan for product/service offering modifications
• Plan inbound material receipts
• Plan packaging strategy
• Plan release rollout
• Plan, transport, and deliver outbound product
• Post and reconcile intercompany transactions
• Post AR activity to the general ledger
• Post receivable entries
• Post requisitions
• Prepare activity-based performance measures
• Prepare and post management adjustments
• Prepare and report enterprise risk to executive management and board
• Prepare appropriate reports
• Prepare AR reports
• Prepare business unit financial statements
• Prepare chargeback invoices
• Prepare consolidated financial statements
• Prepare detailed market study
• Prepare foreign taxes
• Prepare high-level business case and technical assessment
• Prepare periodic budgets and plans
• Prepare periodic financial forecasts
• Prepare returns
• Prepare statements for board review
• Prepare trial balance
• Prepare/Analyze procurement and vendor performance
• Prioritize and select new product/service concepts
• Prioritize opportunities consistent with capabilities and overall business strategy
• Process adjustments/write off balances
• Process allocations
• Process and audit carrier invoices and documents
• Process and distribute manual checks
• Process and distribute payments
• Process and oversee debt and investment transactions
• Process and oversee electronic fund transfers (EFTs)
• Process and oversee foreign currency transactions
• Process and oversee interest rate transactions
• Process and record fixed-asset additions and retires
• Process and record fixed-asset adjustments, enhancements, revaluations, and transfers
• Process and record fixed-asset maintenance and repair expenses
• Process and track IT services and solutions orders
• Process back orders and updates
• Process claims
• Process customer feedback on services delivered
• Process customer request
• Process financial accruals and reversals
• Process journal entries
• Process payment for legal services
• Process payments
• Process period end adjustments (e.g., accruals and currency conversions)
• Process period-end adjustments
• Process reimbursements and advances
• Process related entries
• Process taxes (L4)
• Process/Review requisitions
• Produce and distribute employee annual tax statements
• Produce cash management accounting transactions and reports
• Produce credit/collection reports
• Produce debt and investment accounting transaction reports
• Produce hedge accounting transactions and reports
• Produce quarterly/annual filings and shareholder reports
• Produce regulatory reports
• Prove capability to assess compliance with requirements
• Provide account statements for in-house bank accounts
• Provide customer feedback to product management on products and services
• Provide employees with EHS support
• Provide fixed-asset data to support tax, statutory, and regulatory reporting
• Provide process training
• Provide sales and product training to sales partners/alliances
• Provision resources in accordance with strategic priorities
• Publish processes
• Quantify market opportunities
• Receive customer complaints
• Receive customer requests/inquiries
• Receive strategy/budget
• Receive work product and manage/monitor case and work performed
• Receive, inspect, and store inbound deliveries
• Receive/Deposit customer payments
• Reconcile fixed-asset ledger
• Reconcile general ledger accounts
• Record and manage EHS events
• Record outcome of sales process
• Record project-related transactions
• Record receipt of goods
• Record test results
• Re-engineer business processes and systems
• Refine packaging
• Refine pricing as needed
• Refine promotional performance metrics
• Reinstate or suspend accounts based on credit policies
• Release production orders and create lots
• Relocate material and tools
• Relocate people
• Remediate control deficiencies
• Report maintenance issues
• Report on profitability
• Report on risk activities
• Report to external auditors
• Report to internal management
• Report to regulators, share-/debt-holders, securities exchanges, etc.
• Report to third parties (e.g., business partners)
• Request engineering change
• Rerun defective items
• Research IT services and solutions to address business and user requirements
• Research technologies to innovate IT services and solutions
• Research/Resolve exceptions
• Resolve customer billing inquiries
• Resolve customer complaints
• Respond to AP inquiries
• Respond to customer complaints
• Respond to customer requests/inquiries
• Respond to employee payroll inquiries
• Retain records
• Retire IT services and solutions architecture
• Retire outdated products/services
• Retire solutions and services
• Review and approve capital projects and fixed-asset acquisitions
• Review and report program performance
• Review and report project performance
• Review and revise HR plans
• Review distribution network
• Review existing accounts
• Review, appraise, and manage employee performance
• Revise customer strategies, objectives, and plans based on metrics
• Revise IT services and solutions architecture
• Revise treasury procedures
• Reward and motivate employees
• Route customer complaints
• Route customer requests/inquiries
• Schedule customer service work force
• Schedule preventive (planned) maintenance (preventive maintenance orders)
• Schedule production orders and create lots
• Schedule requested (unplanned) maintenance (work order cycle)
• Scope processes
• Seek opportunities to improve efficiency and value
• Select alliances
• Select and reject candidates
• Select channels for target segments
• Select delivery methodologies and tools
• Select deployment methodologies and tools
• Select development methodologies and tools
• Select process improvement methodology
• Select property
• Select suppliers
• Set and enforce approval limits
• Solicit customer feedback on complaint handling and resolution
• Solicit customer feedback on services delivered
• Solicit post-sale customer feedback on ad effectiveness
• Solicit/Track vendor quotes
• Specify development timing targets
• Support inventory and production processes
• Support process execution
• Support transition to new roles or exit strategies for incumbents
• Take corrective action as necessary
• Take corrective or preventative action
• Test against quality plan
• Test candidates
• Test IT service/solution change
• Test IT services/solutions
• Test packaging options
• Track carrier delivery performance
• Track fixed-assets including physical inventory
• Track inventory accuracy
• Track inventory deployment
• Track legal activity/performance
• Track performance of new-customer and product strategies
• Track product availability
• Track third-party logistics storage and shipping performance
• Track work force utilization
• Train impacted users
• Train services and solutions resources
• Transition viable technologies for IT services and solutions development
• Translate business and user requirements into IT services and solutions requirements
• Translate customer service requirements into logistics requirements
• Transmit billing data to customers
• Understand and coordinate release design and acceptance
• Understand confirmed requirements
• Understand current state
• Understand information and content management needs and the role of IT services for executing the business strategy
• Understand upkeep/enhance requirements and defect analysis
• Validate opportunities
• Validate order fulfillment block completion
• Validate value proposition with target segments
• Verify AP pay file with purchase order vendor master file
• Verify business unit and functional risk mitigation plans are implemented
• Verify change
• Verify release

Level 5 PCF Activity

• Assess culture and readiness for project management approach
• Assess sample significance
• Assure independent EQMS management access to appropriate authority in the organization
• Conduct test and collect data
• Create and maintain quality partnerships
• Create business case and obtain funding
• Create training and communication plans
• Decide next steps
• Define process steps for controls (or integration points)
• Define required competencies
• Define roles and resources
• Define sampling plan
• Deploy the project
• Design and plan launch of project
• Design recognition and reward approaches
• Determine disposition of result(s)
• Develop project measures and indicators
• Evaluate acquisition options
• Evaluate de-merger options
• Evaluate divesture options
• Evaluate impact of project management (strategy and projects) on measures and outcomes
• Evaluate merger options
• Identify appropriate project management methodologies
• Identify measurement methods
• Identify project requirements and objectives
• Identify project resource requirements
• Identify specific IT requirements
• Incorporate EQMS messaging into communication channels
• Maintain talent capabilities and competencies
• Manage project scope
• Promote and sustain activity and involvement
• Realign and refresh project management strategy and approaches
• Recommend actions
• Record result(s)
• Report the status of project
• Reward quality excellence
• Summarize result(s)
• Transfer proven EQMS methods