Business Planning Toolkit

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Function as an expert technical authority and consultant with responsibility for planning, formulating, implementing and evaluating effective Business Planning and use of contracted products and services to accomplish program mission requirements.

More Uses of the Business Planning Toolkit:

  • Secure that your enterprise
  • Ensure you expand; lead Business Planning develop and deliver comprehensive lead business plan to address customer and prospects priorities and pain points.

  • Evaluate: together with PMO and Portfolio management leads, continually evaluate new technology and reporting capabilities to meet evolving Business Planning needs.

  • Assure your strategy communicates, support and recommends processes for improving Business Planning, cross functional communication, work integration and teamwork between partners from cross functional departments.

  • Establish that your organization complies; conducts and coordinates financial, personnel, product, market, operational, and related research to support strategic and Business Planning.

  • Ensure you conceptualize; lead Business Planning develop and deliver a comprehensive lead business plan to address customer and prospects priorities and pain points.

  • Standardize: work across unified support and customers success stakeholders to develop and execute on programs, plans, and activities to help achieve growth targets.

  • Arrange that your team maintains an awareness of the business and technology plans of competitors and of the industry in general, and factors that into Business Planning with customer.

  • Provide timely and accurate Reporting And Analytics to the business that help improve forecasting, pricing/contracting decisions and general Business Planning.

  • Rotate through various departments, as Customer Service, marketing, contract marketing and Business Planning and analysis.

  • Initiate: continually monitor business and organizational developments to anticipate compliance issues, and ensure optimal integration of compliance considerations and controls in Business Planning processes.

  • Be certain that your planning complies; as an individual and through direct reports, expected to play a full part in driving Business Planning aligned with business strategies.

  • Ensure you motivate; guided by your values of safety, integrity, responsibility and collaboration, you develop and operate your facilities safely, reliably and with care for your impact on the environment.

  • Control: work across your organization look for opportunities to collaborate with across business units to improve scale and outcome.

  • Lead: actively participate in Business Planning, new service development, partnership development and other tactical Processes And Procedures to identify service enhancements.

  • Make sure that your business creates financial models of what if scenarios to help future Business Planning decisions in areas as New Product Development and new marketing strategies.

  • Direct: additional opportunities are with your newly acquired Business Planning and Financial Modeling tool, Adaptive Insights.

  • Oversee: conduct independent research and prepare Technical Reports that analyze and summarize financial, product, market and operational information and trends to support strategic and Business Planning.

  • Confirm your project complies; partners with the Directors of Sales and the Account Managers to develop category review to unlock joint Business Planning and category assortment opportunities for profitable growth.

  • Assure your organization creates financial models and scenarios as a key input for Business Planning decisions in areas as capital deployment, sourcing, Product Development, marketing strategies, and acquisitions.

  • Make sure that your team provides deliverables in support of monthly corporate rolling forecast, annual Business Planning, and Corporate Strategy quantification processes.

  • Prepare, present and communicate rates and rate changes to Customers and internally to relevant teams and team leaders.

  • Head: Cisco is evolving a rich Solution Portfolio of next generation software, hardware, and services to meet customers changing business requirements in the digital economy.

  • Manage: long term Business Planning utilizing data, customer and industry insights, and Market Trends in partnership with edible suppliers.

  • Steer: growth strategy market assessment and prioritization, new growth ideas/products, Business Cases, criteria for the decision, go to market strategy, risks, Business Planning.

  • Ensure you invent; lead cloud Business Planning manage the annual planning process for the lead cloud business in partnership with lead cloud business leadership.

  • Manage knowledge and application of Business Planning and leadership principles as Data Analysis, Goal setting, action plans, monitoring tools to develop and implement business plans.

  • Confirm you reconcile; understand and clearly communicate organization and team vision, strategies, and expectations; Hold team members accountable and ensure team focus aligns with organization and team strategies.

  • Confirm your design coordinates and conducts regular communication sessions between internal cross functional and sales teams to ensure alignment and accountability on forecast attainment, budget, Business Planning, and trade objectives.

  • Lead: one winning team engagement effectively facilitating joint initiatives with cross functional teams services, customer value acceleration team, capital, partners, etc.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business 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 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 Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is the purpose of Business Planning in relation to the mission?

  2. What is effective Business Planning?

  3. How do you implement and manage your work processes to ensure that they meet design requirements?

  4. Is there a Business Planning Communication plan covering who needs to get what information when?

  5. How can you manage cost down?

  6. How do you manage Business Planning Knowledge Management (KM)?

  7. Is Business Planning dependent on the successful delivery of a current project?

  8. Who is responsible for Business Planning?

  9. What is the total fixed cost?

  10. Do you see more potential in people than they do in themselves?

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

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

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

  4. Closing Process Group: Did the Business Planning project team have enough people to execute the Business Planning 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 Planning 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 Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Business 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 Business 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 Business Planning investments work better.

This Business 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.