Line Of Business Toolkit

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Determine simplification opportunities for Line Of Business apps via reducing number of integrations, rationalizing overlapping capabilities with other apps, consolidating and aggregating data or any other means that delivers Cost Savings, process efficiencies and Operational Resilience.

More Uses of the Line Of Business Toolkit:

  • Confirm your strategy provides insights and information based context for Key Stakeholders in thE Business unit to effectively manage, influence, and impact Line Of Business Strategy.

  • Maintain brand integrity across all organization marketing initiatives and communications partnering and collaborating with Line Of Business marketing teams on execution.

  • Manage your LOB (Line Of Business) users, collaborate with other Technology Teams to design, develop, test Full Stack cloud data solutions.

  • Ensure you specify; lead virtual teams across initiatives in Innovation and collaborate with executive leadership across the various organization Line Of Businesses.

  • Support the Line Of Business in documenting the Risk Mitigation plans, cost justification, and projected risk reduction in terms of financial loss exposure.

  • Establish and maintain relationships with partners across Line Of Business, digital platform functions, channels, Risk And Compliance, Information security, fraud strategy, project delivery and technology.

  • Make sure that your business leads and facilitates interaction with business leaders, Product Managers and product owners in your organization driven conversation over the risks and implications of the product decision to the Line Of Business, business unit and greater enterprise.

  • Collaborate with Executive Stakeholders to understand and translate organization and Line Of Business strategies into near and long term IT initiatives and roadmap.

  • Manage: liaison between innovation and Line Of Business, industry, and internal Client Server teams to ensure a smooth and rapid operation of the overall innovation function.

  • Be able to articulate sophisticated fact patterns to non technical Line Of Business Risk partners and memorialize investigations into regular reporting requirements.

  • Identify: interface with Database Administrators and other IT professionals to coordinate installation and maintenance of Client Server applications to support enterprise Line Of Business systems.

  • Secure that your project applies technical knowledge in determining end to end design requirements for large projects involving Line Of Business, software/hardware developers, and vendors.

  • Arrange that your business provides Risk Management support for a Line Of Business or staff organization in key Risk Identification, measurement, monitoring, control and reporting, and the understanding and management of risk through appropriate practices and processes.

  • Ensure your organization maintains cohesive working relationships with all levels of management, Line Of Business personnel, and team to effectively interface on all projects and deliverables.

  • Make sure that your organization supports Line Of Business (LOB) leaders by designing, developing, preparing and maintaining periodic risk reports that advise of key risk levels, trends, strategies and emerging issues.

  • Ensure you run; lead and facilitates interaction with business leaders, Product Managers and product owners in your organization driven conversation over the risks and implications of the product decision to the Line Of Business, business unit and greater enterprise.

  • Manage work with corporate accounting, business units and the valuation team to manage the Line Of Business (LOB) structure for internal reporting.

  • Provide regular updates to executive leadership with your Line Of Business on the overall Information security health and risk environment.

  • Ensure you spearhead; lead delivery of coaching, mentorship, facilitation, and training at the Line Of Business, portfolio, program, and team levels in an emerging Agile environment practicing Scrum at the team level and scaling via SAFe.

  • Oversee, credibly challenge and assess the Line Of Business environment with respect to managing and mitigating compliance risk and establish processes to ensure effective and timely implementation of regulatory change requirements applicable to the group.

  • Identify regulatory issues, evaluate risk implications, and draw the appropriate conclusions to best communicate results with the Line Of Business.

  • Arrange that your group builds effective relationships with customers, Line Of Business managers, subcontractors, suppliers, and user groups that reflect and support organization core values and meets or exceeds the customers expectations.

  • Collaborate with stakeholders across organization to gain insight into compliance risks associated with Line Of Business Activities, objectives, practices, processes, and overall control environment.

  • Develop strategic vision, goals, and plans focused on a DevOps culture of automation first to achieve the greatest impact to assigned Line Of Business.

  • Confirm your organization oversees peer and the subordinates, Line Of Business and control officers cross functionally to ensure appropriate level of execution, documentation and governance in line with process, procedures, standards and any associated policies.

  • Inform the evolution of non functional security requirements and control procedures in line with Policies And Standards and Line Of Business Objectives.

  • Confirm your venture ensures that core privacy controls are implemented, maintained, monitored, and that Line Of Business specific privacy procedures are up to date.

  • Support the asset and Configuration Management activities/engagement across the IT Service Management group and other Line Of Business (LOB).

  • Develop and troubleshoot Power CLI and PowerShell scripts Interface with Database Administrators and other IT professionals to coordinate installation and maintenance of Client Server applications to support enterprise Line Of Business systems.

  • Ensure you launch; lead aspects of the project life cycle in partnership with Line Of Business, business infrastructure architects, and project members/sponsors.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Line Of Business 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 Line Of Business improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you decide how much to remunerate an employee?

  2. Are you assessing Line Of Business and risk?

  3. How will measures be used to manage and adapt?

  4. Where is training needed?

  5. Are the key business and technology risks being managed?

  6. What are specific Line Of Business Rules to follow?

  7. Which stakeholder characteristics are analyzed?

  8. How important is Line Of Business to the user organizations mission?

  9. Will the controls trigger any other risks?

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

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 Line Of Business book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Line Of Business Project Management Form Templates covering over 1500 Line Of Business 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 Line Of Business project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Line Of Business Project Team have enough people to execute the Line Of Business 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 Line Of Business 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 Line Of Business Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Line Of Business Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Line Of Business 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 Line Of Business 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 Line Of Business 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 Line Of Business project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Line Of Business 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 Line Of Business 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 Line Of Business investments work better.

This Line Of Business 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.