Operational Transparency Toolkit

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Drive Operational Transparency: document, communicate and validate business, Functional Design, and Process Requirements throughout the Customer Engagement.

More Uses of the Operational Transparency Toolkit:

  • Secure that your organization monitors database governance, database services, and operational metrics to track and improve services levels, Operational Transparency and effectiveness, and audit and security compliance.

  • Be certain that your organization monitors database governance, database services, and operational metrics to track and improve services levels, Operational Transparency and effectiveness, and audit and security compliance.

  • Arrange that your design complies; monitors database governance, database services, and operational metrics to track and improve services levels, Operational Transparency and effectiveness, and audit and security compliance.

  • Ensure the robotic Process Flows are aligned to the robotics center of excellence established operational model, governance, Development and Testing standards and deployment model.

  • Be accountable for making it painless for Product Teams to develop, test, deploy and monitor by providing clear, documented framework around your operational systems.

  • Provide technical expertise, analysis, troubleshooting, and operational support for research centers servers and Network Services.

  • Acquire data from primary or secondary data sources and maintain databases/data systems to empower operational and exploratory analysis.

  • Provide informal Knowledge Transfer of new technology to ready customer staff for operational duties.

  • Manage the infrastructure teams operational and Strategic Planning to achieve business outcomes through proper planning, collaboration, negotiation, and execution, with internal and external partners and stakeholders.

  • Confirm your operation acts as a liaison between departmental end users, Business Analysts, consultants and others in the analysis, design, configuration, testing and maintenance of Case Management systems to ensure optimal operational performance.

  • Drive Operational Transparency: proactively work with other members of your organization to identify and implement key opportunities for operational improvements.

  • Implement necessary monitoring policies, Reference Architectures and procedures in compliance with statutory and Regulatory Requirements covering internal and external parties, regulated and non regulated physical, operational and business systems throughout the enterprise.

  • Coordinate Operational Transparency: operationalization of a metrics and reporting function to continually report on meaningful security, Risk And Compliance metrics for operational and Executive Management.

  • Maintain operational security posture for an information system or program to ensure Information Systems Security Policies, standards, and procedures are established and followed.

  • Oversee the alignment of the various quality functions in order to develop effective plans, policies, and guidelines that balance operational and customer needs.

  • Manage work with customers to create and influence proper standards for development, governance and operational lifecycle.

  • Oversee development and monitoring of statistical reports to enhance recruitment strategies, yield management, forecasting and operational efficiencies.

  • Standardize Operational Transparency: review and present results of quality interventions for clinical and operational performance improvements and identify organizational risks to Executive Management.

  • Collaborate with business groups, financial team and operational team members to understand processes, identify Strategic Objectives and create unique operational Reports And Dashboards that track execution success.

  • Ensure you raise; build models for effective monthly and quarterly planning cycles with business and operational stakeholders.

  • Recognize, identify, and prioritize support incidents in accordance with client Business Requirements, organizational policies, and operational impact.

  • Drive the operational and Project Management aspects of developing and executing against a strategic Technology Roadmap; assesses issues and offers resolutions to meet productivity, quality, and client satisfaction goals and objectives.

  • Collaborate with numerous departments across the business, advocating the proper use of Data Analytics, ensuring the delivery of desired operational results.

  • Make sure that your strategy evaluates and recommends capital equipment and other significant enhancements to systems, processes, policies, and procedures to improve Operational Efficiency, accuracy, and Customer Service levels.

  • Audit Operational Transparency: risk analyzing IT operational risk architecture (Remote Work environment available).

  • Support IAM Technology Teams in translating requirements and use cases to expected results for production readiness, user acceptance, and operational acceptance.

  • Manage work with legal to breakdown investment management agreements and ensure operational requirements are met and fit the standard process.

  • Make sure that your planning oversees project and Work Plans and other essential functions to complete key projects and achieve key operational metrics for the IS system.

  • Be accountable for developing architecture specification deliverables that map customer Business Requirements into complete Information Systems (technologies, processes and people) or operational solutions.

  • Become skilled in designing and implementing operational improvement strategies for safety, cost, quality, training, inventory and services.

  • Create transparency for business partners through a cadence of reviewing Key Performance Indicators.

  • Be accountable for implementing complex Big Data projects with a focus on collecting, parsing, managing, analysing and visualizing large sets of data to turn information into insights using multiple platforms.


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 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 Transparency improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. When should a process be art not science?

  2. Are procedures documented for managing Operational Transparency risks?

  3. What are your primary costs, revenues, assets?

  4. What resources go in to get the desired output?

  5. Which measures and indicators matter?

  6. How do you set Operational Transparency stretch targets and how do you get people to not only participate in setting these stretch targets but also that they strive to achieve these?

  7. What would you recommend your friend do if he/she were facing this dilemma?

  8. Do you feel that more should be done in the Operational Transparency area?

  9. What is your organizations system for selecting qualified vendors?

  10. What are you challenging?

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 994 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. 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 Transparency project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Operational Transparency project team have enough people to execute the Operational Transparency 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 Transparency 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 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



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.