Business Operations Toolkit

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Warrant that your organization serves as an Information Technology specialization for the information technology Business Operations area and is instrumental in identifying and implementing Capital Planning, financial, and acquisition needs for new and existing systems and services based on analysis of Business Needs and practices.

More Uses of thE Business Operations Toolkit:

  • Lead assigned projects by applying Project Management skills, statistical and Data Management techniques to facilitate better Decision Making, improvE Business Operations and discover, improve, develop or defend new or existing products.

  • Be accountable for demonstrating Critical Thinking and effectively linking the enterprises BCM activities to Business Operations to bolster a resilient culture are key characteristics of success.

  • Analyze trends, data, and Business Operations to best collaborate with business leaders to develop effectivE Business strategies to meet operational goals, increase productivity, and maintain Employee Engagement.

  • Establish that your team analyzes production, Business Operations and workflows, distribution, cost analysis, finance, marketing, Human Resources, and/or a variety of other business and technical problems to formulate and develop new and modified information processing systems.

  • Represent marketing in Business Operations meetings; articulate marketing business problems, develop use cases, and deliver Business Requirements to sales, operations, and Product Teams.

  • Provide important Quality Assurance information to clients, and use discretion to determine areas where the quality of the clients Business Operations can be improved.

  • Methodize: work cross functionally with marketing, Business Operations, finance, recruiting, and services to ensure the smooth operation of thE Business and consistent achievement of the operational plan and growth goals.

  • Ensure that all Business Operations needs are monitored and fulfilled in time for business/department needs through alignment of Service Levels to focused business outcomes, milestones and deliverables.

  • Guide: interface and communicate with testing, development, architecture, infrastructure, Project Management, Business Operations, Customer Service and more on a daily basis.

  • AnalyzE Business Operations, procedures, and functions, organizational structures, Data Collection forms and methods, workflow, and audit requirements to determine suitability for automated Data Processing methods.

  • Devise: partner with manufacturing, quality, Business Operations, and leverage the broader IT Organization to develop solutions through effective use of business and process analysis techniques.

  • Deliver systems and applications that can provide current and accurate operational information and metrics to analyzE Business Operations and retail program activity against targeted goals.

  • Enable consistent and efficient Business Operations by establishing and implementing standardized and adaptable processes to ensure security risks are identified, assessed, evaluated.

  • Ensure primary focus for the Infrastructure Managed Services Lead is to ensure effective and efficient delivery of Infrastructure Services to support Business Operations.

  • Be accountable for overseeing key IT Business Operations functions like Program Management, Enterprise Architecture, Robotic Process Automation, enterprise testing CoE, Financial Management and Asset Management functions.

  • Perform ongoing evaluation and coordination of Business Operations, workflows and system capabilities in an effort to proactively identify areas for strategic improvement or optimization.

  • Collaborate with Business Operations, information technology and other business stakeholders to drive high levels of Data integrity and operational reliability of your standardized Business Analytics, tools and processes.

  • Confirm your design gathers and provides related information for use by the ISO to make appropriate system related decisions and to mitigate security related problems on Business Operations.

  • Drive: effectively manage legal issues and minimize legal liability for Business Operations and financial/contractual areas by effectively negotiating leases, contracts and maintaining other appropriatE Business insurance and documentation.

  • Serve as a liaison between Business Operations and the Finance organization, analyzing, reporting and interpreting financial data to support informed Decision Making.

  • Manage work with team members, supervisor, and client organizations as appropriate to ensure smooth system operations to minimize impact on Business Operations and enable thE Business to achieve results.

  • Identify: environment and work closely with management to deliver value added and challenging audit projects in the area of information technology, Information security, Business Operations, finance and accounting, and compliance using.

  • Be accountable for supporting the consulting teams on input into a range of consulting projects, particularly through operation of sophisticated internal models and developing spreadsheets to create new analyses.

  • Develop operating principles in partnership with Business Operations leaders to optimize and streamline purchasing to align with goal of lowest cost and highest availability.

  • Warrant that your organization analyzes current processes and business flows to recommends changes in Capital Planning Business Cases, governance processes, Financial Management processes, and information technology acquisitions for more efficient Business Operations.

  • Coordinate event venue searches and finalize venue contract details, completing necessary Procurement Processes like deposits, purchase orders, billing and final reconciliation.

  • Be accountable for collaborating with members of thE Business Operations and Recruiting Products and Services Teams to integrate work with that of the broader Talent Acquisition organization.

  • Analyze, understand and articulate regulatory and contractual requirements and apply identified requirements to Business Operations when supporting regulatory / external audits.

  • Contribute to analysis and improvement of Business Continuity protocols to minimize disruption to Business Operations in the event of emergency situations or data loss.

  • Assure your venture develops your organization case for investment in hardware, software and/or cloud capabilities with the best Organizational Design to support Business Operations.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of thE Business Operations 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Business Operations improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What information is critical to your organization that your executives are ignoring?

  2. What is an unauthorized commitment?

  3. Would you rather sell to knowledgeable and informed customers or to uninformed customers?

  4. Will it be accepted by users?

  5. Where is the cost?

  6. How do you take a forward-looking perspective in identifying Business Operations Research related to market response and models?

  7. How do you deal with Business Operations changes?

  8. Who do you want your customers to become?

  9. Who is responsible for errors?

  10. In the case of a Business Operations project, the criteria for the audit derive from implementation objectives, an audit of a Business Operations project involves assessing whether the recommendations outlined for implementation have been met, can you track that any Business Operations project is implemented as planned, and is it working?

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 Business Operations book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Business Operations project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did thE Business Operations Project Team have enough people to execute thE Business Operations project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Business Operations project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and completE Business Operations Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Business Operations Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Business Operations 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 Business Operations 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 Business Operations 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 Business Operations project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • DiagnosE Business Operations 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 Business Operations 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 Business Operations investments work better.

This Business Operations 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.