Business Opportunity Toolkit

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  • Be certain that your business develops data inventories, Data Flow diagrams, Data Maps and processing registers in support of client projects.

  • Confirm you invent; lead considerations on assigned projects or efforts with users and develop business relationships and integrate activities with other IT departments to ensure successful implementation.

  • Be accountable for ensuring a holistic view by coordinating with and monitoring all impacted Business Processes to support the transition from sales to delivery and from delivery to operational support.

  • Confirm your organization supports successful supplier negotiations focused on total cost and ensures all business terms are clearly outlined in any end agreements with vendors.

  • Improve Business Operations by revising processes, documenting procedures, and investigating alternative tools.

  • Manage thE Business Oversee project/engagement delivery inclusive of scope, risks, delivery quality, Employee Engagement, customer acceptance and solution warranty.

  • Provide client interface and consulting support to delivery and Engineering teams on Business Analysis, technology approach, solutions, project Management Process and client engagement to drive delivery success.

  • Make sure that your group identifies opportunities and takes action to build strategic relationships between ones area and other areas, teams, departments, and units to achievE Business goals.

  • Stay abreast of innovativE Business and technology trends in It Security, risk, and controls and advise leadership on technology initiatives.

  • Arrange that your business keeps updated on all billing and benefit changes for third party insurance carriers.

  • Confirm your organization ensures alignment between internal stakeholders and customers across assigned Business Process projects and services using proactive communication and engagement strategies.

  • Be certain that your organization provides Application Management, Vendor Management, and technology leadership across the Application Portfolio, business units and organizations, while communicating and resolving issues and risks.

  • Arrange that your organization identifies and develops new business opportunities; keeps and grows existing client relationships; offers solutions that help clients achieve thE Business goals; closes business; meets set sales target.

  • Ensure you build; lead strategic, cross functional strategic initiatives by collaborating with thE Business leaders and Technology Teams, drive change with effective communications at multiple levels.

  • Facilitate the development of training content that is scalable, responsive to Business Needs, and drive continuous Employee Development.

  • Provide alternative System Changes to business owners to help support changes in user requirements while communicating the benefits, cost and limitations of each approach.

  • Ensure you cooperate; hold Business Review on a quarterly basis for current clients.

  • Arrange that your organization writes Test Cases describing business behavior to facilitate automation.

  • Serve as an internal consultant for key business leaders in vetting strategic ideas by providing analytical, Problem Solving and strategic frameworks.

  • Ensure you relay; lead Business Process transformation, Change Management, Stakeholder Management.

  • Apply technical knowledge to architecture solutions that meet business and IT needs.

  • Develop a communication plan with key business leaders to consider and understand emerging risks.

  • Establish that your project complies; interfaces with clients technical executives to understand business challenges and recommend innovative integrated business solutions.

  • Ensure in service Program Managers create a culture of customer and business stakeholder advocacy across the functions in thE Business to deliver on all requirements and expectations.

  • Maintain current awareness of developments, trends and legal/regulatory changes in the Financial Services industry.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of thE Business Opportunity 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 Opportunity improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are procedures documented for managing Business Opportunity risks?

  2. Do you know who is a friend or a foe?

  3. Where can you get qualified talent today?

  4. How will you motivate the stakeholders with the least vested interest?

  5. How do you engage the workforce, in addition to satisfying them?

  6. What tools do you use once you have decided on a Business Opportunity strategy and more importantly how do you choose?

  7. What should a Proof of Concept or pilot accomplish?

  8. Does the problem have ethical dimensions?

  9. What is the definition of Business Opportunity excellence?

  10. How scalable is your Business Opportunity solution?

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

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

  • 62 step-by-step Business Opportunity Project Management Form Templates covering over 1500 Business Opportunity 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 Opportunity project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did thE Business Opportunity Project Team have enough people to execute thE Business Opportunity 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 Opportunity 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 Opportunity Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Business Opportunity 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 Opportunity 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 Opportunity 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 Opportunity 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 Opportunity 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 Opportunity project with this in-depth Business Opportunity Toolkit.

In using the Toolkit you will be better able to:

  • DiagnosE Business Opportunity 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 Opportunity 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 Opportunity investments work better.

This Business Opportunity 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.