Business Reference Model Toolkit

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OverseE Business Reference Model: review and evaluates designs and project activities for compliance with Systems Design and development guidelines and standards; provides tangible feedback to improve Product Quality and mitigate failure risk.

More Uses of thE Business Reference Model Toolkit:

  • Confirm your business complies; this involve everything from initial development through daily Operations and Support to reporting.

  • Align the Business Continuity Management Program with the rapid growth of your organization and increasing Regulatory Requirements.

  • Confirm your organization acts as a/an primary owner for written Business Requirements, design and Technical Specifications, from initial creation, through Change Management and solution delivery.

  • Confirm your project develops and maintains positivE Business relationships with associates, vendors, departments, media, stakeholders, franchise partners, and industry professionals which fosters an environment for mutual respect, understanding, and support.

  • Be accountable for working closely with other Architects, Developers, Product Managers and Program Managers; and provide support to Directors and Executives to ensure the Data Management strategy aligns with thE Business values and direction of the enterprise.

  • Data portfolio contributes the data perspective to the Business Applications portfolio and roadmap and ensures that enterprise Data Architecture and processes are considered and incorporated into the evolution of your organizations IT solutions.

  • StandardizE Business Reference Model: conduct quality Management Oversight of project deliverables to ensure that content is in accordance to the clients Business Objectives and expectation.

  • Control Business Reference Model: partner with business and development team to optimize information flows and processes with a focus on supporting accelerating growth and driving Operational Excellence.

  • Secure that your project performs various aspects of the Systems Development life cycle, as performing Business Needs analysis, Cost Benefit Analysis, Requirements Gathering, System Design, technology and software assessment, Business Process Reengineering, and training and Change Management.

  • 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.

  • Assure your business meets financial objectives by participating in developing forecasting requirements; participates in preparing an annual budget, scheduling expenditures; analyzes variances and initiates Corrective Actions.

  • Be certain that your planning develops and drive Lean Roadmap in collaboration with commercial and business teams to use in the deployment of Voice Of Customer, Product Development, and commercialization Strategic Objectives.

  • Establish Business Reference Model: completion of 360 hours of training from a recognized occupational training program in office practices, Business Education, or a closely related field.

  • Ensure you gain; and interface with internal stakeholders to provide operational support for order processing, sales, and marketing, among other day to day Business Processes and one time improvement initiatives.

  • ManagE Business Reference Model: proactively engage new and existing customers with consistent, effective contact to develop scope of service, secure additional business opportunities, and manage positivE Business relationships.

  • Confirm your design complies; interfaces with other technology and business organizations to reach agreement on scope, obtain resources and ensure proper preparedness.

  • Assure your organization provides leadership to the IT Data Management Department in the areas of Data Warehousing, Big Data, Business Intelligence, Data Architecture, and other associated data related initiatives.

  • Confirm your project serves as the highest level of Information security consultant to all internal clients and Technical Management in all areas of thE Business to ensure conformity with corporate Information security Standards.

  • Manage work with the engagement team to document the Business Processes dependent on information technology.

  • Ensure you gain; lead analysis and reporting of Digital Commerce business results.

  • Analyze campaign results and work with business partners to determine opportunities for improvement.

  • Confirm your design understands the corporatE Business imperatives and IT Strategy to be able to determine how corporate standard Processes And Systems should be adopted and deployed.

  • Assure your organization plans and leads local and medium size enterprise projects and performs Project Management coordinating the efforts of internal and external staff with the customer and Business Needs.

  • 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.

  • Develop and execute an effective Safety Program directed toward your organization and also toward industrial or business situations.

  • MethodizE Business Reference Model: proactively identify and implement operational improvements, enhancements, and system customizations to address evolving Business Needs.

  • Be certain that your team complies; requirements interpretation to understand the core needs of thE Business that an accurate software Solution Design can be realized efficiently.

  • Confirm your business complies; plans, organize, monitors and controls projects to ensure the effective use of resources and adherence to Project Management standards and reporting requirements.

  • Ensure you oversee; understand daily Business Activities and operations to support and maintain the item master through multiple Product Development phases.

  • Secure that your organization fosters business knowledge and understanding among business systems analysts and project stakeholders.

  • MethodizE Business Reference Model: initial focus on the initiative is to stand up client, account, product, reference and security master.

  • Warrant that your planning provides guidelines to model owners for effective model development or acquisition, adequate documentation, input Data Quality, testing, outcomes analysis and model Performance Monitoring.

  • Perform Threat Modeling, conduct review of Security Architecture and platform/service designs, and audit source code.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Is the scope of Business Reference Model defined?

  2. Have specific policy objectives been defined?

  3. Where do ideas that reach policy makers and planners as proposals for Business Reference Model strengthening and reform actually originate?

  4. What measurements are possible, practicable and meaningful?

  5. Do you need different information or graphics?

  6. Is the need for Organizational Change recognized?

  7. Is the cost worth thE Business Reference Model effort?

  8. Can you integrate Quality Management and Risk Management?

  9. How do you prevent mis-estimating cost?

  10. What is the output?

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

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

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

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

1.0 Initiating Process Group:

  • 1.1 Business Reference Model project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Business Reference Model 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 Reference Model 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 Reference Model 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 Reference Model 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 Reference Model 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 Reference Model project with this in-depth Business Reference Model Toolkit.

In using the Toolkit you will be better able to:

  • DiagnosE Business Reference Model 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 Reference Model 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 Reference Model investments work better.

This Business Reference Model 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.