ISA 95 Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical ISA 95 Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any ISA 95 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 ISA 95 specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the ISA 95 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 ISA 95 improvements can be made.

Examples; 10 of the 999 standard requirements:


1. Are there any existing or newly forming interorganization initiatives that have potential health implications?
   
   

2. Do you incorporate all alarms raised by your automation layer as part of your Review by Exception approach?
   
   

3. Have existing safety functions been correlated to specific hazards identified during prior hazard analyses?
   
   

4. Do dynamic work instructions provide an advantage over static instructions in a small scale assembly task?
   
   

5. How can a prototype software implementation be implemented based on the designed functional architecture?
   
   

6. What will the future bring that enlivens and challenges your current thinking and practices of quality?
   
   

7. What kind of IoT related technology or service investments have been made already in your organization?
   
   

8. Are there others in your organization who should be included in meetings, or be briefed periodically?
   
   

9. Are there human or financial resources that can help get work started or can help sustain a project?
   
   

10. How do you stay current with product releases to take advantage of enhancements and new technology?
    
    


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 ISA 95 book in PDF containing 999 requirements, which criteria correspond to the criteria in...


Your ISA 95 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 ISA 95 Self-Assessment and Scorecard you will develop a clear picture of which ISA 95 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 ISA 95 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 ISA 95 projects with the 62 implementation resources:


• 62 step-by-step ISA 95 Project Management Form Templates covering over 1500 ISA 95 project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Scope Management Plan: Is there a ISA 95 project organization chart showing the reporting relationships and responsibilities for each position?
   
   

2. Probability and Impact Matrix: Pay attention to the quality of the plans: is the content complete, or does it seem to be lacking detail?
   
   

3. Project Scope Statement: If there are vendors, have they signed off on the ISA 95 project Plan?
   
   

4. Procurement Audit: Were exclusion causes duly considered before the actual evaluation of tenders?
   
   

5. Team Operating Agreement: What are some potential sources of conflict among team members?
   
   

6. Executing Process Group: What are the main types of goods and services being outsourced?
   
   

7. Stakeholder Management Plan: Are trade-offs between accepting the risk and mitigating the risk identified?
   
   

8. Executing Process Group: How can you use Microsoft ISA 95 project and Excel to assist in ISA 95 project risk management?
   
   

9. Procurement Management Plan: Are ISA 95 project team roles and responsibilities identified and documented?
   
   

10. Procurement Audit: Are all purchase orders signed by the purchasing agent?


 
Step-by-step and complete ISA 95 Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 ISA 95 project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 ISA 95 project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 ISA 95 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 ISA 95 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 ISA 95 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 ISA 95 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 ISA 95 project with this in-depth ISA 95 Toolkit.

In using the Toolkit you will be better able to:


• Diagnose ISA 95 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 ISA 95 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 ISA 95 investments work better.

This ISA 95 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.