Operational Management Toolkit

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Pilot Operational Management: security DevOps integrating secure development Best Practices and methodologies into development and deployment processes; response and recover to Security Incidents using a standard workflow that limits damage and reduces recovery time and cost.

More Uses of the Operational Management Toolkit:

  • Establish that your operation communicates thE Business directives, goals and needs to the technical team and serve as business interface from the enterprises Operational Management Team managing expectations and defining Business Satisfaction metrics.

  • Pilot Operational Management: Operational Management ongoing operational functions to resolve immediate issues, improve operations/efficiency and drive Customer Loyalty/retention.

  • Organize Operational Management: Operational Management and logistics coordination pertaining to service provision, Event Planning, and additional Business Operations.

  • Confirm your team complies; exercises superior fiscal and Operational Management expertise through subordinate supervisors to Reduce Costs, control personnel expenditures, find efficiencies, and develop innovative processes and approaches to achieve your organizational mission.

  • Orchestrate Operational Management: Operational Management ongoing operational functions to resolve immediate issues, improve operations/efficiency and drive Customer Loyalty/retention.

  • Establish Operational Management: effectively communicate with leadership, Operational Management and remote locations to ensure aligned safety practices and behaviors are in place.

  • Pilot Operational Management: Operational Management and logistics coordination pertaining to service provision, Event Planning, and additional Business Operations.

  • Deliver technical, administrative, and Operational Management of assigned projects for Client Engagements.

  • Methodize Operational Management: review and champion Operational Management controls for each site and service to enable delivery of overall optimum Operational Control, measurement compliance and forward planning.

  • Initiate Operational Management: Operational Management ongoing operational functions to resolve immediate issues, improve operations/efficiency and drive Customer Loyalty/retention.

  • Confirm you champion; lead Cloud Business Operational Management ensure an effective and consistent lead Cloud Business operating rhythm is communicated, deployed, and adopted throughout the team.

  • Identify Operational Management: Operational Management ongoing operational functions to resolve immediate issues, improve operations/efficiency and drive Customer Loyalty/retention.

  • Secure that your organization provides Operational Management and oversight of analytics and Business Intelligence initiatives.

  • React on security alerts discovered by your alerting tools and take the necessary actions to limit operational impact towards your customers.

  • Head Operational Management: continually review system operations to identify weaknesses, operational or workflow problems, and other areas that need improvement.

  • Support the implementation of all operational initiatives by partnering with Business Leaders and technology team members on execution.

  • Establish that your strategy maximizes operational performance by proactively identifying areas for improvement, leading lean initiatives and projects, utilizing lean and Six Sigma tools and techniques, analyzing and reporting Key Metrics and communicating Continuous Improvement.

  • Ensure you present; lead a team of technical professionals (analysts, administrators, and engineers) working to develop innovative deliverables founded from business obligations, operational requirements, and Best Practices.

  • Establish that your organization meets warehouse operational standards by contributing warehouse information to strategic plans and reviews; implementing production, productivity, quality, and Customer Service standards; resolving problems; identifying warehouse system improvements.

  • Steer Operational Management: work closely with the client technology and engineering team to develop and deploy smart building solutions to drive Cost Savings and Operational Efficiency.

  • Work with the Data Technology teams (PMO, Business Analysis, Data Architecture, Information Governance, Operational Data, Data Acquisition, Analytics and Infrastructure) to support and innovate on the Enterprise Data Warehouse platform.

  • Establish and report out on key success measures for all operational initiatives to ensure objectives and met and results are optimal.

  • Manage work with team members to develop solutions to meet Identity And Access Management objectives, and establish Standard Operating Procedures and operational policies for IAM Technology.

  • Develop IT Architecture deliverables, specific to Information security countermeasure implementations, for operational systems and systems under development.

  • Use data to drive strategic and operational decisions that help optimize performance by Reducing Costs, increasing revenue, and increasing Customer Success.

  • Be accountable for conducting it and Operational Controls review as part of Internal Audit engagements.

  • Identify and drive operational improvements; build or improve reporting and dashboards, Trend Analysis and provide thoughtful, relevant and insightful information for key Decision Making.

  • Develop a balanced approach to maximize best operational practices and Cost Efficiencies across the network while maintaining critical quality and raw material utilization standards necessary to maintain Customer Satisfaction and profitability.

  • Guide Operational Management: work close with operational areas of lending to ensure compliance and support on member matters, and review disclosures for lending programs to ensure compliance.

  • Prepare timely daily, weekly and monthly Performance Reports to Call Center Management Team.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Operational Management 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 Operational Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How long to keep data and how to manage retention costs?

  2. Which needs are not included or involved?

  3. How do you promote understanding that opportunity for improvement is not criticism of the status quo, or the people who created the status quo?

  4. How will the Operational Management data be captured?

  5. Do you think Operational Management accomplishes the goals you expect it to accomplish?

  6. When is Root Cause Analysis Required?

  7. What are the costs?

  8. Are Risk Management tasks balanced centrally and locally?

  9. Are you / should you be revolutionary or evolutionary?

  10. Is special Operational Management user knowledge required?

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 Operational Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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

1.0 Initiating Process Group:

  • 1.1 Operational Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

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 Operational Management 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 Operational Management project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Operational Management 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 Operational Management 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 Operational Management Investments work better.

This Operational Management 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.