Integrated Business Planning Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Integrated 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 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Integrated Business Planning improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. How do marketers develop truly integrated marketing plans that utilize the tried and true marketing methods while staying abreast of the sweeping changes that are revolutionizing business?

  2. Should there be a limit to the time period for how long market transformation initiatives may operate outside of the business plans before being integrated with the overall portfolio?

  3. How does management ensure that plans to mitigate the risks, to its critical operations, of changes made to complex, highly integrated systems, are developed for all major projects?

  4. Has the technology vendor considered the business process reengineering that needs to occur to support planning, integration, and optimal utilization of the software?

  5. Does your organization assess the key risks and opportunities that will influence your organizations business, and is a credible risk mitigation plan provided?

  6. Is internal audit plan integrated with risk management framework to provide ongoing comfort to boards that mitigation plans are operating effectively?

  7. Is there a strategic plan that establishes how the support centers operations support and integrate with the overall future plans of the business?

  8. How does your solution separate the technical integration and automation processes from the business integration and automation processes?

  9. How does your business plan to integrate, or make interoperable, its legacy IT systems to enable seamless and fully digital operations?

  10. Will the it audit plan be presented and executed on a stand alone basis or will it audit subjects be integrated with business areas?


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 Integrated Business Planning book in PDF containing 996 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: How can others help Integrated Business Planning project managers understand your organizational context for Integrated Business Planning projects?

  2. Procurement Audit: Are all complaints of late or incorrect payment sent to a person independent of the already stated having cash disbursement responsibilities?

  3. WBS Dictionary: Is budgeted cost for work performed calculated in a manner consistent with the way work is planned?

  4. Schedule Management Plan: Is the correct WBS element identified for each task and milestone in the IMS?

  5. Scope Management Plan: What are the risks that could significantly affect the scope of the Integrated Business Planning project?

  6. Activity Duration Estimates: Have most organizations benefited from outsourcing?

  7. Probability and Impact Assessment: Is the customer willing to establish rapid communication links with the developer?

  8. Project Management Plan: Are there any scope changes proposed for a previously authorized Integrated Business Planning project?

  9. Quality Audit: Statements of intent remain exactly that until they are put into effect. The next step is to deploy the already stated intentions. In other words, do the plans happen in reality?

  10. WBS Dictionary: Are the bases and rates for allocating costs from each indirect pool to commercial work consistent with the already stated used to allocate corresponding costs to Government contracts?

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

1.0 Initiating Process Group:

  • 1.1 Integrated Business Planning project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Integrated 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 Integrated 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 Integrated Business Planning investments work better.

This Integrated 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.