Chief Operating Officer Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Identify and reduce the inefficiency of operations, aid in increasing profit margins, optimize the investment of Working Capital in inventory, evaluate ROI on capital improvements and achieve greater effectiveness in financial and Project Management, processes and reporting.

More Uses of the Chief Operating Officers Toolkit:

  • Translate strategy into actionable goals for performance and growth helping to implement organization wide Goal setting, Performance Management, and annual operating planning.

  • Confirm your business prepares annual department plans and budgets, monitors projects and budgets and ensures goals are achieved as agreed, is prepared at all times to review projects and budgets with the Chief Operating Officers.

  • Confirm your business complies; monitors ongoing monthly performance and makes appropriate practice adjustments to ensure budgetary and operational success.

  • Warrant that your organization develops and implements key operational indicators to be used for monitoring and analysis of the Health Plan operations.

  • Develop actionable business strategies and plans that ensure alignment with short term and long term objectives developed in tandem with the CEO.

  • Drive: aggressively manage capital investment and expenses to ensure your organization achieves investor targets relative to growth and profitability.

  • Ensure your corporation identifies opportunities for Operational Excellence and work to create seamless processes between Shared Services and the Health Plan.

  • Communicate the vision, mission, values, objectives, and plans to achieve commitment from all divisional/departmental employees.

  • Ensure you guide; lead Supply Chain and Operations Strategy, empowering the team to achieve KPIs through excellence in merchandising, manufacturing, logistics, and Customer Service.

  • Confirm your planning provides leadership to ensure the attainment of Strategic Objectives and the delivery of quality, economical, health care services.

  • Provide leadership, management and vision to ensure that Centricity has effective people, operational controls and administrative and reporting procedures in place.

  • Develop staff engagement programs by actively promoting a culture of taking responsibility for all organization projects.

  • Warrant that your strategy complies; partners with Chief Executive Officers and the leadership team to develop the strategic and operational goals and needs of your organization and supports strategy implementation.

  • Confirm your planning demonstrates visibility and accessibility to staff by making rounds, conducting staff meetings, and focus on Employee Engagement strategies.

  • Be accountable for working in partnership with management, to create strategic plans and implement new processes and approaches to achieve it.

  • Oversee daily operations of your organization and the work of department heads (Operations, Project Management, Estimating).

  • Ensure your project complies; directs administrative staff in setting and monitoring operating measures consistent with achieving the goals and objectives of the executive team.

  • Identify: one who is open to change and new information, adapting behavior and work methods in response to new information, changing conditions, or unexpected obstacles.

  • Ensure you take control and lead in planning, organizing, implementing, evaluating and enhancing your operational policies, procedures and systems from start to finish.

  • Be certain that your business establishes mechanisms to encourage innovation and to incorporate best practice findings into standards of practice and Policies and Procedures.

  • Provide training to leaders on Continuous Improvement methodology and formal Problem Solving techniques, enabling departments to drive better business results.

  • Lead team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline organization Policies and Procedures.

  • Provide Strategic Direction for using information technology and services to increase organizational performance and ensure that strategy is effectively implemented.

  • Confirm your team ensures that a Continuous Improvement approach is implemented to measure actual performance against established standards.

  • Arrange that your operation complies; designs the administrative structure of departments assigned to maximize productivity and quality while delegating authority appropriately.

  • Establish trust and emerge as a leader in key initiatives and strategies to continually improve the quality and level of services provided.

  • Ensure you surpass; recognized financial or Management Consulting pedigree coupled with demonstrable operational success in rapidly scaling businesses.

  • Confirm your organization helps ensure appropriate systems, processes, and Performance Management arrangements are in place to deliver consistent, high quality levels of service provision and actively report and monitor achievement.

  • Confirm your organization holds high standards for Project Management while empowering others to proactively and creatively problem solve, and model versatility and collaboration for your organization.

  • Oversee organization operations and employee productivity, building a highly inclusive culture ensuring team members thrive and organizational outcomes are met.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Chief Operating Officer 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 Chief Operating Officer improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What have you done to protect your business from competitive encroachment?

  2. Who will be in control?

  3. Do you have any cost Chief Operating Officer limitation requirements?

  4. Do you identify any significant risks or exposures to Chief Operating Officer thirdparties (vendors, Service Providers, alliance partners etc) that concern you?

  5. Do Chief Operating Officer benefits exceed costs?

  6. Are there regulatory / compliance issues?

  7. How can you best use all of your knowledge repositories to enhance learning and sharing?

  8. What sort of initial information to gather?

  9. Who sets the Chief Operating Officer standards?

  10. What are the costs of reform?

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 Chief Operating Officer book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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

1.0 Initiating Process Group:

  • 1.1 Chief Operating Officer project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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 Chief Operating Officer 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 Chief Operating Officer project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Chief Operating Officer 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 Chief Operating Officer 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 Chief Operating Officer investments work better.

This Chief Operating Officer 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.