Operating Model Toolkit

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Control Operating Model: Hyper V, vsphere, xenserver etc.

More Uses of the Operating Model Toolkit:

  • Ensure you revolutionize; lead Process Design and Data Management projects for systems migration and integration with acquired businesses.

  • Evaluate Operating Model: design Operating Models and techniques that maximize the adoption of risk and resilience methods.

  • Be certain that your project oversees program teams that develop and provide customer, product and business operation insights and analysis to improve and enhance organizationwide Decision Making.

  • Confirm your operation contributes to development of transformation agenda for existing and new clients.

  • Simplify design and manage the implementation of Cyber Fusion Operating Models, identifying, evaluating, and providing solutions to evaluate complex business via a threat based approaches.

  • Maximize the ROI on Technology Investments and leverage technology and cloud trends to architecture future Business Strategies.

  • Make sure that your organization provides oversight of the activities the Office of the Chief Financial officers, the Office of Human Resources, Information And Technology Services, and the Office of Administration.

  • Identify Operating Model: design Operating Model related surveys run and administer surveys, develop qualitative and Quantitative Analysis from survey results and develop meaningful /.

  • Audit Operating Model: architecture enterprise, customer and Operating Model strategies and advise clients on how to grow business and achieve target cost structures.

  • Ensure you undertake; understand technology trends and the practical application of existing, new and Emerging Technologies to enable new and evolving business and Operating Models.

  • Lead Operating Model: internal and external compliance audits receive evaluations that ensure the ongoing delivery of quality, compliant services to current and future clients.

  • Confirm your enterprise ensures security considerations and processes are met for legacy and Full Stack Operating Models during the migration process.

  • Create an environment that enables and focuses people on your organizations mission and vision.

  • Ensure multi Cloud Connectivity strategy and implementation working with network and Development Teams.

  • Arrange that your organization sales excellence and Service Excellence delivers sales and Service Strategies and plans, Operating Model definition, incentive design and implementation, and Operations Support for digitally enabled sales, channel, and Customer Service Capabilities.

  • Warrant that your group coordinates with Key Stakeholders to gather Business Requirements and specifications to design third party solutions to achieve optimal business outcomes.

  • Interpret end user Business Requirements to develop and/or modify Technical Design specifications for custom developed applications.

  • Steer Operating Model: conduct Process Mining and Process Modeling using Data Driven, automated, visual tools.

  • Head Operating Model: work in accordance with the group procurement Operating Model, Group Policies and standards, the SBU Procurement Activities from Category Strategy development to contract, implementation and Supplier Management.

  • Confirm your project ensures security considerations and processes are met for legacy and Full Stack Operating Models during the migration process.

  • Head Operating Model: monitor equipment related activity and movement to support successful equipment inventory quarterly.

  • Determine the Information security approach and Operating Model in consultation with departments and aligned with the Risk Management approach and Compliance Monitoring of non digital Risk Areas.

  • Warrant that your team leads the planning and design of all relevant ITSM Process Improvement and changes Partner to deploy a SIAM Operating Model to effectively achieve desired SLAs and Service Delivery outcomes in a multi vendor environment.

  • Confirm your group acts as a customer liaison for the computing operation, communicating, resolving, and/or initiating the resolution of problems and concerns.

  • Evaluate Operating Model: work proactively with client stakeholders to re imagine the current Business Processes by deploying Digital Technologies and/or develop a new Operating Model in line with competitive and market forces.

  • Ensure you participate; lead/support the creation and implementation of Target Operating Model across lines of business and functions with a key focus on establishing Data Stewardship representation.

  • Establish and maintain a positive, productive relationship with operational partners and staff.

  • Supervise Operating Model: partner with thE Business to continually improve Operational Risk processes and business Operating Models, support safe Business Growth, and inform and influence risk based Decision Making.

  • Lead finance transformation engagements involving strategy, Operating Model design and implementation support utilizing enterprise Resource Planning (ERP) and Decision Support technologies to enable transformation of Business Processes, the finance Operating Model, technology, Security And Data.

  • Assure your venture develops and periodically review training materials and Standard Operating Procedures covering all technical and administrative aspects of system operations.

  • Standardize Operating Model: review the underlying assumptions, theory, empirical evidence, implementation and limitations of the model and provide effective challenge to model owners on inputs, assumptions, methodology, output and model performance.

  • Manage Operating Model: work Cross Functionally with budget owners either as a team or one on one to provide general guidance and transactional information where needed to update ongoing forecasts.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Operating Model 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 Operating Model improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How likely is the current Operating Model plan to come in on schedule or on budget?

  2. What are allowable costs?

  3. How do you ensure that implementations of Operating Model products are done in a way that ensures safety?

  4. How will you measure your Operating Model effectiveness?

  5. How do you manage scope?

  6. How will success or failure be measured?

  7. What is an unallowable cost?

  8. In what way can you redefine the criteria of choice clients have in your category in your favor?

  9. To what extent would your organization benefit from being recognized as a award recipient?

  10. What role does communication play in the success or failure of a Operating Model project?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Operating Model 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 Operating Model project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Operating Model 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 Operating Model 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 Operating Model investments work better.

This Operating Model 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.