Operational Technology Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Operational Technology 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 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Operational Technology improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. Has a cyber assessment been conducted on your organizations operational technology, including the business impact of an operational technology breach?

  2. Should one, and if so, how do you change your organization to overcome what are sure to be cultural barriers as well as skills and capabilities gaps?

  3. What about security threats adjacent to IT that can prove to be just as damaging and often receive little to no investment or intervention?

  4. Are you clear on what full potential IoT means for your organization, in terms of revenues, cost and quality?

  5. How do you ensure the security of new innovation in order to get to market more effectively and efficiently?

  6. Can the board materially modify your organizations equity capital structure without shareholder approval?

  7. Does your organization disclose the existence of a formal CEO and key executive officers succession plan?

  8. Has management established adequate minimum service level expectations for third party cloud providers?

  9. Does your organization disclose an approach for identifying and mitigating information security risks?

  10. Why is it important to look at the cloud data center model in the context of larger operator networks?


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 Operational Technology book in PDF containing 992 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Planning Process Group: In what ways can the governance of the Operational Technology project be improved so that it has greater likelihood of achieving future sustainability?

  2. Variance Analysis: Are there knowledgeable Operational Technology projections of future performance?

  3. Procurement Management Plan: Are all payments made according to the contract(s)?

  4. Activity Duration Estimates: How could you use each technique in your organization?

  5. Probability and Impact Assessment: What should be the gestation period for the Operational Technology project with specific technology?

  6. Procurement Audit: Were the documents received scrutinised for completion and adherence to stated conditions before the tenders were evaluated?

  7. Quality Management Plan: How does your organization maintain a safe and healthy work environment?

  8. Lessons Learned: How effectively were issues resolved before escalation was necessary?

  9. Cost Baseline: Has the Operational Technology project documentation been archived or otherwise disposed as described in the Operational Technology project communication plan?

  10. Stakeholder Management Plan: Are procurement deliverables arriving on time and to specification?

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

1.0 Initiating Process Group:

  • 1.1 Operational Technology project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Operational Technology 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 Operational Technology 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 Operational Technology investments work better.

This Operational Technology 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.