Operational Transparency Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Operational Transparency 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 953 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 Transparency improvements can be made.

Examples; 10 of the 953 standard requirements:

  1. How do the leadership and culture within your organization reflect its vision and values, encourage openness and transparency and promote delivery of high quality care across teams and pathways?

  2. Are rejected logins to critical, sensitive and main systems automatically registered (logged), and does the system make it transparent from which computer it was unsuccessfully tried to login?

  3. What is the interplay between market abuse regulations and other disclosure/transparency rules applicable to listed insurers and industry specific rules applicable only to insurance companies?

  4. Are the rules for the decision-making process clearly defined and transparent given the size, complexity, structure, economic significance and risk profile of the credit transfer scheme?

  5. Does your organization plan to deploy financial transparency and intelligence solutions as part of the open data initiative beyond just publishing the raw financial data on the portal?

  6. What further measures could be taken to enhance transparency about ancillary insurance products and to ensure that consumers can make well-informed decisions to purchase products?

  7. Is there sufficient transparency into how the cloud provider operates its services Ð including service management practices, hiring policies, supply chain, data centre facilities?

  8. What are the IT infrastructure needs for data-sharing, including technical standards, and what, if any, scientific or technical barriers exist to developing that infrastructure?

  9. Is a surcharge cap best implemented by the Board setting a transparent and specific permissible cap that is specified in the Standards, and may then be imposed in scheme rules?

  10. What steps does the platform take to promote transparency and to subject its security, its virtual and fiat accounts, and its controls to independent auditing or verification?


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 Transparency book in PDF containing 953 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Analysis Matrix: Who is influential in the Operational Transparency project area (both thematic and geographic areas)?

  2. Executing Process Group: Will additional funds be needed for hardware or software?

  3. Risk Audit: Have all involved been advised of any obligations they have to sponsors?

  4. Schedule Management Plan: Which status reports are received per the Operational Transparency project Plan?

  5. Schedule Management Plan: Have Operational Transparency project team accountabilities & responsibilities been clearly defined?

  6. Team Performance Assessment: What structural changes have you made or are you preparing to make?

  7. Human Resource Management Plan: Have lessons learned been conducted after each Operational Transparency project release?

  8. Human Resource Management Plan: Is the structure for tracking the Operational Transparency project schedule well defined and assigned to a specific individual?

  9. Activity Attributes: Would you consider either of corresponding activities an outlier?

  10. Variance Analysis: Are detailed work packages planned as far in advance as practicable?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Operational Transparency 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 Transparency 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 Transparency 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 Transparency 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 Transparency 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 Transparency project with this in-depth Operational Transparency Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Operational Transparency 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 Transparency 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 Transparency investments work better.

This Operational Transparency 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.