Business Ownership Toolkit

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DevisE Business Ownership: accurate scoping of professional service engagements, effort analysis, and seeing through the whole Statement Of Work lifecycle for solutions.

More Uses of thE Business Ownership Toolkit:

  • SystematizE Business Ownership: conduct peer review for completeness and viability of documentation developed by other Business Analysts.

  • Ensure your business provides ongoing generation of the development of manuals, procedures, and reporting/tracking tools.

  • Arrange that your design delivers and continuously improves the Information security and Risk Management processes providing guidance and oversight to the functional / business teams and supporting the reporting and mitigation of any findings.

  • OrganizE Business Ownership: work closely with team Data Analyst and Business Analyst to confirm data requirements, Data Flows, and source to target Data Mapping.

  • Establish that your venture complies; hands on testing and validation that Business Requirements are met, and outcomes are delivered.

  • Warrant that your organization reports findings and develops Business Cases to influence Executive Management or management committee member/head of business on the need for controls to Mitigate Risk.

  • Support one or more product areas in developing a multi year technology strategy and roadmap for the customer for new/changed technology solutions, anticipating potential impacts on Business Processes, structures and governance.

  • Confirm your business complies; designs operational systems and ensures conformance in daily operation; designs tools and implements methods to monitor key quality and performance indicators.

  • Determine the optimal data design, science and delivery strategies to support objectives across thE Business driving innovation, setting standards, and executing delivery of high impact initiatives.

  • Manage other localization leaders and cross functional teams, you analyze and translatE Business, quality, and technical requirements into an architectural blueprint that delivers solutions driving maximum business impact.

  • Control Business Ownership: direct working in consultation with facility chief executive officers to review ceo reports, annual business plans, monthly operating reports, etc.

  • Confirm your strategy approves, directly or tacitly, all transactions completed by assigned subordinates and assigned internal business partners to ensure accuracy and compliance with standards.

  • Arrange that your planning combines a deep cross functional business understanding with a long term industry wide strategic context for all Decision Making.

  • Assure your business performs analysis of test results and prepares comprehensive system evaluation reports and Risk Assessments.

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

  • DevisE Business Ownership: defect management create, update and manage defects working with Business Analysts, development, user acceptance testers, and overall Project Team to manage and oversee quality with coordination ensuring defect resolution.

  • Secure that your planning complies; this Project Management is expected to manage multiple medium to high complexity, medium risk, and/or business critical projects; and actively champion and contribute to Continuous Improvement of PM Best Practices.

  • Confirm your organization leads the development of the IT Strategy and roadmap; ensures its integration with the enterprises Strategic Planning Process, and the resulting Business Strategy and plans.

  • OverseE Business Ownership: design, configure, test Business Continuity, backup, recovery, archiving solutions and high availability.

  • Be accountable for working closely with internal Technology Teams, business stakeholders, and outside vendors to research, analyze and monitor security threats.

  • StandardizE Business Ownership: frame strategic choices facing your organization, drive Data Driven Analysis of Alternatives, and lead business leaders in Decision Making and implementation.

  • Arrange that your business complies; conducts research to understand customer revenue potential, creditworthiness, business focus and operations, current supplier and manufacturer relationships, and other information pertinent to determining customer fit.

  • Warrant that your team complies; sales executives use initiative to build business by identifying prospects, analyzing sales options, recommending product solutions, and maintaining relationships with clients.

  • Be accountable for utilizing industry Best Practices for security, Disaster Recovery, Business Continuity, and Change Control.

  • Secure that your organization provides a high level of Risk Management acumen to support thE Business in designing and implementing Risk Mitigation strategies, Business Processes and controls that Mitigate Risks and address Regulatory Requirements.

  • Coordinate the development of risk dashboards, combining information tracked at the enterprise level as with information obtained through consideration with business leaders.

  • Develop, test, and maintain high performance of your data systems to meet the requirements of thE Business and/clients while adhering to departmental standards.

  • Establish and maintain an appropriate Disaster Recovery Infrastructure that is in line with and supports your organizations Business Continuity Plan.

  • Establish that your business participates in Asset Management efforts of IT equipment and software licensing.

  • Create a detailed Business Analysis, outlining problems, opportunities and solutions for your organization.

  • Isolate, reproduce and analyze complex or escalated support issues through to resolution, either via assignment or direct ownership depending on severity.

  • Ensure you perform regular site visits for customer Quality Assurance and are accountable for quality Customer Service on all maintenance agreements.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are audit criteria, scope, frequency and methods defined?

  2. How can you improvE Business Ownership?

  3. Who has control over resources?

  4. Are your outputs consistent?

  5. What other organizational variables, as reward systems or communication systems, affect the performance of this Business Ownership process?

  6. How do you maintain Business Ownership's Integrity?

  7. What is the scope?

  8. Is the solution cost-effective?

  9. What evidence is there and what is measured?

  10. How is Change Control managed?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • DiagnosE Business Ownership 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 Ownership 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 Ownership investments work better.

This Business Ownership 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.