Operation Planning Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Operation Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Operation Planning 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 Operation Planning specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Operation Planning 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Operation Planning improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. Are evaluation activities planned in a transparent and consistent way so that relevant evaluation results are available in due time for operational and strategic decision making and reporting needs?

  2. How can the industry measure the extent to which investments in enhanced environmental protection during the planning and construction phase reduce costs during the operations and maintenance phase?

  3. Does your association have an employee compensation process whereby employees are evaluated and rewarded based upon achieving operational objectives in support of the strategic communication plan?

  4. Does your organization plan, implement and control its operational processes by establishing operating criteria and implementing control of the processes in accordance with the operating criteria?

  5. Has systems in place to ensure its operations develop strategies and plans to engage with identified stakeholders, including through the establishment of engagement agreements where appropriate?

  6. Are practices and procedures that minimize accident risk incorporated into regulations, directives, SOPs, special orders, training plans, operations plans and SOPs developed for all operations?

  7. Are requirements for non disclosure/confidentiality agreements reflecting organizational data protection needs and operational details identified, documented, and reviewed at planned intervals?

  8. What kind of plan is in place to ensure the continuity of your operations, and the protection of your human, physical, intangible, and environmental assets, while matters are being sorted out?

  9. Does your association have an employee work plan development process that clearly references goals set out in the strategic plan and ensures day to day implementation of the operational plan?

  10. Is your platform able to adapt and modify plans and operations based on your progress and outcomes; proactively anticipate change and new challenges; cope with shocks and develop resiliency?


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 Operation Planning book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Operation Planning Project Management Form Templates covering over 1500 Operation Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Member Performance Assessment: What innovations (if any) are developed to realize goals?

  2. Quality Audit: How does your organization know that its staff entrance standards are appropriately effective and constructive and being implemented consistently?

  3. Stakeholder Management Plan: Is a pmo (Operation Planning project management office) in place and does it provide oversight to the Operation Planning project?

  4. Change Management Plan: What is the worst thing that can happen if you chose not to communicate this information?

  5. Quality Audit: Are all staff empowered and encouraged to contribute to ongoing improvement efforts?

  6. Source Selection Criteria: How and when do you enter into Operation Planning project Procurement Management?

  7. Executing Process Group: What are some crucial elements of a good Operation Planning project plan?

  8. Responsibility Assignment Matrix: Does the contractor use objective results, design reviews, and tests to trace schedule?

  9. Stakeholder Management Plan: How will you engage this stakeholder and gain commitment?

  10. Stakeholder Management Plan: Are enough systems & user personnel assigned to the Operation Planning project?

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

1.0 Initiating Process Group:

  • 1.1 Operation Planning project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Operation Planning 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 Operation Planning 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 Operation Planning investments work better.

This Operation Planning 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.