OmniPlan Toolkit

Downloadable Resources, Instant Access

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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the OmniPlan 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 681 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which OmniPlan improvements can be made.

Examples; 10 of the 681 standard requirements:

  1. Are measurements used to determine the status of the activities for planning the software project (e.g., completion of milestones for the project planning activities as compared to the plan)?

  2. Does the project differentiate between meetings to consider progress and planning on the one hand, and problem solving meetings on the other, in order to improve the effectiveness of both?

  3. When considering and planning application projects with stakeholders from other departments, do you understand the business needs of the project from the perspective of other departments?

  4. When considering and planning application projects with the IT department, do you understand the technical aspects and challenges of the project from the perspective of the IT department?

  5. Are there established cost-reporting mechanisms to control changes resulting from project scope development and schedule after long range planning conceptual cost estimates are prepared?

  6. Are it security requirements considered early on every project (e.g. during planning of a new network, new purchases of it systems and applications, outsourcing and service agreements)?

  7. Are the planning / design / construction teams integrated, working to an understood process, operating concurrently to reduce project / cycle critical path lead time and encourage flow?

  8. What is the implementation support process, including project planning and management, requirements gathering, workflow development, testing and acceptance, training and deployment?

  9. Do you factor in expected results during the planning stage of your projects, adding in additional measurements for future storytelling opportunities based on the initial outcome?

  10. Have adequate contingency planning and allowances been incorporated into the project parameters to provide for major risk factors which may adversely affect project success?

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 OmniPlan book in PDF containing 681 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Matrix: What are the current or emerging trends of culture?

  2. Procurement Audit: Was the submission of variant tenders accepted and duly ruled?

  3. Activity Duration Estimates: OmniPlan project manager is using weighted average duration estimates to perform schedule network analysis. Which type of mathematical analysis is being used?

  4. Project Scope Statement: Change management vs. change leadership - what is the difference?

  5. Stakeholder Analysis Matrix: Would it be fair to say that cost is a controlling criteria?

  6. Stakeholder Analysis Matrix: What mechanisms are proposed to monitor and measure OmniPlan project performance in terms of social development outcomes?

  7. Stakeholder Management Plan: Are the results of quality assurance reviews provided to affected groups & individuals?

  8. WBS Dictionary: Does the scheduling system identify in a timely manner the status of work?

  9. Project Management Plan: Are there any scope changes proposed for a previously authorized OmniPlan project?

  10. Stakeholder Management Plan: What potential impact does the OmniPlan project have on the stakeholder?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose OmniPlan 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 OmniPlan 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 OmniPlan investments work better.

This OmniPlan 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.