Operational Transparency Toolkit

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Perform appropriate analysis on Key Performance Indicators, trending, Root Cause to provide critical insight for operational improvements across all aspects of Contact Center data and results.

More Uses of the Operational Transparency Toolkit:

  • Develop and monitor key Commercialization KPIs and factor insights into future Commercialization activities.

  • Be accountable for fostering a culture of open/honest communication, transparency, and accountability.

  • Secure 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.

  • Communicate clearly with the team and other stakeholders, regularly set expectations, and improve transparency.

  • Stay abreast of all changes in Policies and Procedures to ensure compliance with current guidelines.

  • Arrange that your business defines and implements Business Strategy and goals through the collection, analysis, review, reporting, documentation and communication of Business Needs and requirements.

  • Coordinate: work to ensure Operational Processes are integrated and effective across your organization.

  • Devise: work closely with Operations Teams and management to understand processes, identify inefficiencies, recommend and drive changes incorporating lean methodologies.

  • Create and validate user Acceptance Test scripts for multiple Marketing and Business Initiatives for each project implementation.

  • Identify effective sales conversations that can be used to coach and elevate the performance of the entire Sales Team.

  • Be certain that your venture complies; partners with management to identify and implement solutions to problems with disclosures created by Operational Processes or procedures.

  • Ensure the successful delivery of your solutions according to Customer Needs and objectives.

  • Be accountable for using significant influence, guiding client Decision Making on matters of high importance and significant Financial Risk.

  • Assure your group helps create reports to measure the Project Management performance against the standards.

  • Make sure that your corporation facilitates the development, configuration and overall enhancement of the Enterprise Management infrastructure, diagnostic tools, automation and recovery systems.

  • Warrant that your business complies; with all Compliance and Risk management Policies and Procedures associated with the role.

  • Audit: review and analyze Transaction Services test output to ensure all errors are identified ensuring no issues are present at the time of project implementation.

  • Identify: complete transactions according to established guidelines (complexity of transactions performed varies by teller level).

  • Confirm your strategy ensures compliance with Internal Controls, operational procedures and risk Management Policies.

  • Organize periodic calibration sessions with Sales leadership to ensure consistency in the Sales Process.

  • Arrange that your team leads a team with Project Management, Process Improvement and data Analytics Skills.

  • Analyze the needs of your client base through various new and existing intelligence programs to understand the voice of the client from a product perspective.

  • Formulate: catalyst to spur the realization of your clients vision and goals, accelerating growth objectives.

  • Drive: account reconciliation, address changes, stop payments, transfer, processing check orders.

  • Ensure compliance with Internal Controls, operational procedures and risk Management Policies.

  • Make sure that your venture complies; conducts analysis and evaluation of Project Data to identify solutions to moderate to complex Project Management problems.

  • Refer customers to partners when more complex financial goals and needs are recognized.

  • Ensure you do cument; understand and provide input for changes to the Information Technology system tables.

  • Adhere to Internal Controls, operational procedures and risk Management Policies.


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. What are the barriers to increased Operational Transparency production?

  2. Does the problem have ethical dimensions?

  3. What is the recognized need?

  4. Are you taking your company in the direction of better and revenue or cheaper and cost?

  5. What counts that you are not counting?

  6. Have the types of risks that may impact Operational Transparency been identified and analyzed?

  7. How will you measure the results?

  8. How much does it cost?

  9. How will measures be used to manage and adapt?

  10. What Operational Transparency coordination do you need?

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:

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.