Operational Planning Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Operational Planning 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 996 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 Planning improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. Is there strong expertise and in-depth knowledge in the full range of areas needed for high performance, including risk management concepts, strategic and operational planning, and analytical skills?

  2. Does the plan take into account the hierarchy of controls, outputs from the OH&SMS and consider best practice, technological options and financial, operational and business requirements?

  3. What is the main approach your organizations IT leadership should prioritize to address the current gaps in the talent needed to plan, deploy, and maintain your future networking needs?

  4. Are your policies, processes and procedures keeping up with the unique cyber security and regulatory requirements of industrial and operational technology systems?

  5. Does your organization take into account best practice, technological options and financial, operational and business requirements when planning its actions?

  6. Have viable alternative support plans for the new system commensurate with the hardware, software, and operational scenario been developed and documented?

  7. What actions is your organization currently taking or planning to take to improve the use of data and analytics to support business decision making?

  8. Have you made contingency plans to keep your IT infrastructure operational and your employees productive in case of an unforeseen emergency event?

  9. Does your data breach response plan address the operational challenges of managing a breach in conjunction with managing day-to-day business?

  10. What are the provisions and procedures for frequency planning and use for opposed and/or unopposed entry operations into a operational area?


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 Planning book in PDF containing 996 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Have Operational Planning project team accountabilities & responsibilities been clearly defined?

  2. Project Scope Statement: Relevant - ask yourself can you get there; why are you doing this Operational Planning project?

  3. Lessons Learned: How accurately and timely was the Risk Management Log updated or reviewed?

  4. Requirements Traceability Matrix: What are the chronologies, contingencies, consequences, criteria?

  5. Planning Process Group: In what ways can the governance of the Operational Planning project be improved so that it has greater likelihood of achieving future sustainability?

  6. Scope Management Plan: Have all team members been part of identifying risks?

  7. Human Resource Management Plan: How will the Operational Planning project manage expectations & meet needs and requirements?

  8. Scope Management Plan: Has your organization readiness assessment been conducted?

  9. Cost Management Plan: Is there a requirements change management processes in place?

  10. Project Scope Statement: Is your organization structure appropriate for the Operational Planning projects size and complexity?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Operational Planning 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 Planning 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 Planning investments work better.

This Operational Planning 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.