Operational Processes Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Make sure that your organization assess, identify and evaluate the risks and controls over financial, and Operational Processes, Systems Development, Change Management, IT Vendor Management, Access management, Data integrity, Information security, Disaster Recovery, and Infrastructure Management.

More Uses of the Operational Processes Toolkit:

  • Be accountable for Operational Processes through dashboards and metrics, partnering with Application Delivery and ReLease Management leadership to ensure Production Quality Standards are met.

  • Confirm your project promotes an effective relationship amongst the Finance Shared Services Center, the business unit, other corporate departments and ensures effective Operational Processes.

  • Identify improvements to Operational Processes and leads projects to implement improvements, applying solid project Management Skills, team/user communications, etc.

  • Develop a high performance team and optimize the Operational Processes using tools, methodologies, disciplined project and Process Management, and coaching to ensure that Business Objectives are achieved.

  • Be accountable for acting as a primary stakeholder in the underlying Information Technology (IT) Operational Processes and functions that support the service, provide direction and monitor all significant activities so the service is delivered successfully.

  • Collaborate with Internal Customers to develop Security Solutions to address evolving Operational Processes with a focus on identifying solutions that facilitate Business Objectives.

  • Be accountable for contributing to the architecture, design, implementation and maintenance of Technical Operational Processes And Procedures as Capacity Planning, Business Continuity and Disaster Recovery.

  • Provide direction and oversight to ensure Operational Processes meet deadlines and schedules in order for your organization to consistently meet defined standards.

  • Use Data Analysis results to adjust, tune and otherwise making changes and improvements to your Cybersecurity Operational Processes, technologies, policies, standards and overall practices that drive down Cybersecurity risks to acceptable levels.

  • Coordinate: generally, work with considerable independence, developing operating plans and related Operational Processes for own department in alignment with broader Business Objectives.

  • Develop: work closely with Business Partners to review Operational Processes and identify inefficiencies and opportunities for automation; create and manage any complex workflow rules, Data Validation, and triggers.

  • Control: Customer Satisfaction, sales, controllable costs, profit, margin, Operational Processes, and compliance as measured by appropriate outlier report scorecard/dashboard.

  • Assure your group engages internal and external Public Health stakeholders in the development, maintenance, execution and evaluation of various departmental plans that address the health needs of your community and enhances Operational Processes of your organization.

  • Provide business/Operational Processes to ensure data is provided to consumers in expected timeliness, highest level of quality possible, and with clear, concise methods of accessing expected data.

  • Confirm your business leads a team focused on the Operational Processes, procedures and structures to ensure Operational Excellence across Human Performance through Change Management and Continuous Improvement.

  • Ensure you outperform; recommend improvements to Operational Processes, technologies, policies, standards and practices that supports Business Development, growth and sustainment of BCP Practice Area Objectives.

  • Develop and maintain knowledge on current and emerging tax Compliance Requirements and collaborating with your payroll provider, Corporate Tax and Enterprise Tax to ensure systems, tax related integrations and Operational Processes are compliant.

  • Collaborate with TPA and service Delivery Management to consider existing Service Level misses and pain points, systemic issues, and potential Service Disruptions that might impact Call Center and Operational Processes, and establish Service Improvement activities.

  • Arrange that your organization analyzes Operational Processes, escalation procedures and performs training needs assessments for identifying opportunities for Service Delivery improvements and value add to the customer/clients.

  • Manage the daily Operational Processes for a critical segment of the Supply Chain, removing potential Supply Chain failures as part of the daily planning process.

  • Develop and implement Operational Processes (intake, onboarding, reporting, remediation, status tracking, consulting) for delivering Application Security services to internal Software Engineering teams and other stakeholders.

  • Support and expedite the delivery of engineered Cloud Solutions that ensure leverage of standard / approved solutions and adherence to Operational Processes and Cybersecurity principals.

  • Ensure you introduce; lead the relationship and partnership with your Compliance Operations function, provide Customer Centric advice in designing your Operational Processes, and lead the design and implementation.

  • Standardize: specific emphasis is placed on the evaluation of the Records management practices to ensure Continuous Improvement to Operational Processes and adherence to affected policies and laws.

  • Direct: impact of change (on regulatory reporting processes, Operational Processes, vendors and members) is properly assessed and the adequate preparation (communication, internal and/or external testing, and remediation strategies) efficiently completed.

  • Be a key member of an Intelligent Automation team that evaluates Operational Processes, designs and delivers Automation Solutions to meet organization goals and objectives.

  • Ensure your business complies; monitors and proactively addresses outliers related to controllable costs, profit, margin, Operational Processes and compliance as measured through appropriate scorecard/reports.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Have you included everything in your Operational Processes cost models?

  2. Is the work to date meeting requirements?

  3. What New Services of functionality will be implemented next with Operational Processes?

  4. Are there recognized Operational Processes problems?

  5. Would you recognize a threat from the inside?

  6. Who is responsible for errors?

  7. Are missed Operational Processes opportunities costing your organization money?

  8. Where is it measured?

  9. What measurements are being captured?

  10. When should you bother with diagrams?

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

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

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

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

1.0 Initiating Process Group:

  • 1.1 Operational Processes 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 Processes 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 Processes 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 Processes project with this in-depth Operational Processes Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Operational Processes 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 Processes 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 Processes investments work better.

This Operational Processes 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.