Operational Plan Toolkit

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Standardize Operational Plan: test upgrade of new versions of client software and work with Production Support staff to ensure consistent operation of production systems.

More Uses of the Operational Plan Toolkit:

  • Coordinate Operational Plan: work cross functionally with marketing, Business Operations, finance, recruiting, and services to ensure smooth operation of thE Business and consistent achievement of Operational Plan and growth goals.

  • Develop Operational Plan: work very closely with Back Office teams to understand process in order to create the most efficient and accurate Operational Plan.

  • Methodize Operational Plan: work cross functionally with marketing, Business Operations, finance, recruiting, and services to ensure the smooth operation of thE Business and consistent achievement of the Operational Plan and growth goals.

  • Ensure you create; lead business, Project Management, strategic and financial acumen that transfers to effective Operational Planning and resourcing.

  • Arrange that your group contributes to defining the direction for new products, processes, standards, or Operational Plans based on Business Strategy with a significant impact on work group results.

  • Identify untapped opportunities through client insights and data and build Business Cases and strategic/Operational Plans against opportunities.

  • Ensure your enterprise contributes to defining the direction for new products, processes, standards, or Operational Plans based on Business Strategy with a significant impact on work group results.

  • Lead client meetings to further optimize specific Operational Plan based on your Best Practices and operational learnings.

  • Administer long range strategic and Operational Plans and projects to satisfy specific Training Requirements and/or accommodate multiple organizational needs while adjusting workload and resources to meet program demands.

  • Control Operational Plan: monitor the industry and marketplace to identify and assess key trends that can inform strategy and Operational Plans.

  • Be accountable for supporting key initiatives around budgeting, corporate finance, capital raising, procurement and financial and Operational Planning.

  • Develop strategic and Operational Plans to achieve results and ensure alignment with organization goals and objectives through Training and Development initiatives.

  • Arrange that your design complies; sets tactical and Operational Plans for the achievement of short to medium term goals for the development, modification, application, and maintenance of quality evaluation, Control Systems, and protocols.

  • Execute on the Operational Plan in your current and future Operations Center, helping lead the transformation and launch of future Ops Centers.

  • Secure that your team contributes to defining the direction for new products, processes, standards, or Operational Plans based on Business Strategy with a significant impact on work group results.

  • Ensure your strategy contributes to strategic development and Operational Planning for international programs and your organization.

  • Collaborate with the client Architect / Technical Project Management to formulate the architecture, Implementation Strategy/schedule and Operational Plan.

  • Head Operational Plan: work cross functionally with marketing, Business Operations, finance, recruiting, and services to ensure the smooth operation of thE Business and consistent achievement of the Operational Plan and growth goals.

  • Organize Operational Plan: monitor operational metrics, identify and research trends and anomalies to identify Process Improvement and Cost Savings opportunities across the distribution.

  • Create and test physical Data Models for a variety of business data, applications, database structures and MetaData Tables to meet operational goals for performance and efficiency.

  • Manage Operational Plan: closely monitor industry developments and proactively engage with external analytics experts to design Best In Class analytical concepts and models supporting effective and efficient quality and operational delivery in a regulated environment and consumer intelligence.

  • Support and consult various stakeholders (Customer Support, Engineering, Product, Operational teams) on how to lead own functional learning products and initiatives.

  • Steer Operational Plan: implement strategic business Process Design and improvement initiatives; provide Project Planning and develop related operational Policies and Procedures.

  • Control Operational Plan: own the long term Product Architecture and Technology Roadmap to improve development speed, product stability and Operational Efficiency.

  • Quantify evaluate the effectiveness, suitability, survivability and interoperability of systems, relating to Cybersecurity and provide key feedback to improve the overall Cybersecurity posture of Operational systems.

  • Develop and build Analytical Tools to improve operational and Supply Chain efficiencies Excel, Power BI, ERP/MRP Reports, etc.

  • Drive Budget Planning cycles through effective support of operational understanding and planning to maximize the budgeting processes.

  • Control Operational Plan: Project Management participates with management personnel in planning, direction, and coordinating operational and/or procedural matters to meet goals and objectives.

  • Develop Operational Plan: Fiscal Management of the project and implementation of the sustainability plan to ensure program continuation into the future.

  • Drive Operational Plan: development of technology standards and establishment of performance guidelines to support daily operations of server and storage infrastructure.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How significant is the improvement in the eyes of the end user?

  2. Does the Operational Plan task fit the client's priorities?

  3. What are the timeframes required to resolve each of the issues/problems?

  4. Do you all define Operational Plan in the same way?

  5. How do you make it meaningful in connecting Operational Plan with what users do day-to-day?

  6. Act/Adjust: What Do you Need to Do Differently?

  7. What are specific Operational Plan rules to follow?

  8. Does Operational Plan analysis isolate the fundamental causes of problems?

  9. Do the viable solutions scale to future needs?

  10. How will you know that the Operational Plan project has been successful?

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

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

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

  4. Closing Process Group: Did the Operational Plan Project Team have enough people to execute the Operational Plan 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 Plan 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 Plan 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 Operational Plan 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 Plan 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 Plan project with this in-depth Operational Plan Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Operational Plan 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 Plan 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 Plan investments work better.

This Operational Plan 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.