eTOM Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the eTOM 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which eTOM improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. How will you work with the outsourcing vendor when processes need to be changed quickly, as your organization adjusts to take advantage of a new merger or enters a new line of business?

  2. Should your organization currently use or consider a non asset based fee for non investment services, what are the best practices?

  3. How can the service provider ensure functional as well as management and operational elements are addressed?

  4. Does your organization have a process for correcting/resolving mobile service problems for customers?

  5. How do you provide outstanding customer support while offering the newest applications and services?

  6. How knowledgeable is the top management about process modelling possibilities for your organization?

  7. How do you model something where the characteristics of interest change depending on the situation?

  8. How frequent are informal contact between the top management and the process modelling team leader?

  9. What new information did you find out about climate change or sustainable energy from the website?

  10. Which pattern would you use if the modifiability of a graphic tool is the primary design concern?


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

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

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

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Has allowance been made for vacations, holidays, training (learning time for each team member), staff promotions & staff turnovers?

  2. Schedule Management Plan: Is your organization certified as a broker of the products/supplies?

  3. Procurement Audit: Is the efficiency of the procurement process regularly evaluated?

  4. Initiating Process Group: What are the inputs required to produce the deliverables?

  5. Cost Management Plan: Are software metrics formally captured, analyzed and used as a basis for other eTOM project estimates?

  6. Risk Register: What would the impact to the eTOM project objectives be should the risk arise?

  7. Risk Management Plan: Do the people have the right combinations of skills?

  8. Planning Process Group: To what extent and in what ways are the eTOM project contributing to progress towards organizational reform?

  9. Project Performance Report: To what degree will new and supplemental skills be introduced as the need is recognized?

  10. Procurement Management Plan: Has a quality assurance plan been developed for the eTOM project?

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

1.0 Initiating Process Group:

  • 1.1 eTOM project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 eTOM project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 eTOM 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 eTOM 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 eTOM 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 eTOM 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 eTOM project with this in-depth eTOM Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose eTOM 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 eTOM 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 eTOM investments work better.

This eTOM 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.