Digital Transformation Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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"Understandably there is little waiting for change on the business side. As the Managing Director, Digital Transformation I lead the Digital Design team that helps transform our customer and employee digital experiences to embody human-centered design and advise business stakeholders on their digital strategy and transformation programs. I'm responsible for managing an energetic and highly skilled Digital Innovation team of internal and external experts to drive the digital change agenda. I believe that digital transformation is first and foremost a business transformation. It is all about the process for me."

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Digital Transformation 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 966 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Digital Transformation improvements can be made.

Examples; 10 of the 966 standard requirements:

  1. To what extent do you expect your organizations digital business strategy, including business models, designs and technology, to impact your organizations enterprise architecture discipline and deliverables over the next two years?

  2. What can your organization hope to achieve by digitizing paper documents through imaging/capture and electronic forms technologies, and by using workflow and business process management technologies?

  3. What are the highest priority application types (mobile, IoT, etc.), systems (ERP, CRM, etc.), and development approaches that make up the digital transformation landscape for your organization?

  4. What characterizes digital business strategies whose clockspeed of decisions and actions are aligned with the clockspeed of market conditions from those firms that have mismatched speeds?

  5. What theories can explain how firms are able to successfully and fluidly mix, match, and integrate internal and external parties and various diverse communities in digital innovation?

  6. Why does your brand, enterprise or organization exists, your organization must start with its mission. What experiences and outcomes should your organization be expected to deliver?

  7. How does your organization assess its digital dexterity: how well can your organization use digital channels and media to help employees complete work and help business run better?

  8. How are your international counterparts thinking differently about tackling key issues, creating strategic advantage, and the value that directors can add to your organization?

  9. How rapidly and cost effectively can the it infrastructure scale up and down to enable your organizations digital business strategy to bolster a strategic dynamic capability?

  10. What is a recordkeeping system, and how is it different from other types of systems, such as transaction processing, information management, and document management systems?


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 Digital Transformation book in PDF containing 966 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Digital Transformation Project Management Form Templates covering over 1500 Digital Transformation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Are right task and resource calendars used in the IMS?

  2. Lessons Learned: Is the lesson based on actual Digital Transformation project experience rather than on independent research?

  3. Monitoring and Controlling Process Group: What areas does the group agree are the biggest success on the Digital Transformation project?

  4. Project Scope Statement: Are the input requirements from the team members clearly documented and communicated?

  5. Procurement Management Plan: Are internal Digital Transformation project status meetings held at reasonable intervals?

  6. Procurement Audit: Are individuals with check-signing responsibility prohibited from signing blank checks?

  7. Procurement Audit: Could the bidders assess the economic risks the successful bidder would be responsible for, thus limiting the inclusion of extra charges for risk?

  8. Scope Management Plan: Does the business case include how the Digital Transformation project aligns with your organizations strategic goals & objectives?

  9. Activity Duration Estimates: What are the main processes included in Digital Transformation project quality management?

  10. Variance Analysis: Who are responsible for the establishment of budgets and assignment of resources for overhead performance?

 
Step-by-step and complete Digital Transformation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Digital Transformation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Digital Transformation project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Digital Transformation 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 Digital Transformation 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 Digital Transformation 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 Digital Transformation project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Digital Transformation 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 Digital Transformation 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 Digital Transformation investments work better.

This Digital Transformation 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    MARIETTA W. Senior Consultant

    Posted by MARIETTA W. on 5th Sep 2018

    Standard Requirements is a straightforward guide. It is a tool to help develop a detailed vision of all areas impacted by an implementation, and a useful tool for scoring readiness and implementation quality.

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 2nd Sep 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 5
    Thank you! I have found a lot of great information in the text so far. I plan to use your book as one of our references as we build out our SDDC and gladly leave an online review.

    Posted by CRAIG T. on 2nd Sep 2018

    CRAIG T. Chief Technology Officer

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 5th Aug 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    Your book is interesting and contains timely topics.

    Posted by Dianne L. on 5th Aug 2018

    DIANNE L Chief Learning Officer

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 5th Aug 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 5th Aug 2018

    HARRY M. Enterprise Architect

  • 5
    DAVID S. Director Organisational performance

    Posted by DAVID S. on 5th Aug 2018

    Honestly - at the extremely low outlay - the capacity to accelerate your journey, increase productivity and be a more informed buyer (when combined with what actual business problems you are trying to solve) I would be extremely hard pressed to not undertake it.

  • 5
    Just looked at the files. Impressive. Well done. I am learning.

    Posted by MARTIN B. on 4th Aug 2018

    MARTIN B. Risks and Compliance, Vulnerability and Security Testing, Threat Detection and Response, Managed Security Services.