Operating Model Transformation Toolkit

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

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

The Toolkit contains the following practical and powerful enablers with new and updated Operating Model Transformation specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Operating Model Transformation 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Operating Model Transformation improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. How do other organizations balance the need to transform models and operations with the equally critical need to manage business during the transformation?

  2. How do you see the potential of smart, connected products for transforming design, manufacturing, operations, and services in industrial organizations?

  3. What can an audit or risk management leader do to help your organization move towards transformational value delivery through data driven GRC?

  4. Does the vendor perform authenticated operating system/ infrastructure, web, and database vulnerability scans at least monthly, as applicable?

  5. What is the outsourcing arrangements importance to achieving and implementing the business objectives, business strategy and business model?

  6. How to transform operating and business models to boost productivity while creating new value for companies, society and the environment?

  7. Have your operating models been refined to effect the transformation across people, process, technology and information components?

  8. Which industries have taken digital transformation seriously and responded to the growing demand for digital customer services?

  9. How does your organization rapidly instil new behaviours and technologies in your workforce for its new operating model?

  10. Are different finance and digital transformation initiatives aligned around common objectives and staged appropriately?


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 Operating Model Transformation book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Operating Model Transformation Project Management Form Templates covering over 1500 Operating Model Transformation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Roles and Responsibilities: Key conclusions and recommendations: Are conclusions and recommendations relevant and acceptable?

  2. Stakeholder Management Plan: Are changes in scope (deliverable commitments) agreed to by all affected groups & individuals?

  3. Responsibility Assignment Matrix: Which Operating Model Transformation project management knowledge area is least mature?

  4. Cost Management Plan: Have all team members been part of identifying risks?

  5. Scope Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Operating Model Transformation project?

  6. Cost Management Plan: Contracting method – what contracting method is to be used for the contracts?

  7. Probability and Impact Assessment: Are trained personnel, including supervisors and Operating Model Transformation project managers, available to handle such a large Operating Model Transformation project?

  8. Scope Management Plan: Is there a set of procedures defining the scope, procedures, and deliverables defining quality control?

  9. Cost Management Plan: Have the procedures for identifying budget variances been followed?

  10. Procurement Audit: Is procurement execution duly monitored and documented?

 
Step-by-step and complete Operating Model Transformation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Operating Model Transformation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Operating Model Transformation project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Operating Model Transformation 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 Operating Model Transformation 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 Operating Model Transformation 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 Operating Model Transformation 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 Operating Model Transformation project with this in-depth Operating Model Transformation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Operating Model Transformation 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 Operating Model Transformation 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 Operating Model Transformation investments work better.

This Operating Model Transformation All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime 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.