Operations Services Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Operations Services 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 621 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Operations Services improvements can be made.

Examples; 10 of the 621 standard requirements:

  1. How can we become more high-tech but still be high touch?

  2. Do staff have the necessary skills to collect, analyze, and report data?

  3. How are we doing compared to our industry?

  4. How large is the gap between current performance and the customer-specified (goal) performance?

  5. What should we measure to verify efficiency gains?

  6. How will success or failure be measured?

  7. What is the Operations Services sustainability risk?

  8. What problems are you facing and how do you consider Operations Services will circumvent those obstacles?

  9. Does Operations Services systematically track and analyze outcomes for accountability and quality improvement?

  10. What are specific Operations Services Rules to follow?


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 Operations Services book in PDF containing 621 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Operations Services Project Management Form Templates covering over 6000 Operations Services project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: How does poking fun at technical professionals communications skills impact the industry and educational programs?

  2. Probability and Impact Matrix: Have you ascribed a level of confidence to every critical technical objective?

  3. Project Scope Statement: Name the 2 elements of scope management that deal with concept development ?

  4. Team Member Performance Assessment: To what degree are the skill areas critical to team performance present?

  5. Procurement Audit: Are the rules for automatic payment in computer programs approved by management prior to implementation?

  6. Lessons Learned: Who had fiscal authority to manage the funding for the Operations Services project, did that work?

  7. Lessons Learned: Overall, how effective was the performance of the Operations Services project Manager?

  8. Initiating Process Group: For technology Operations Services projects only: Are all production support stakeholders (Business unit, technical support, & user) prepared for implementation with appropriate contingency plans?

  9. Project Portfolio management: Are you working differently with your portfolios at different parts of the organization?

  10. Planning Process Group: How do you integrate Operations Services project Planning with the Iterative/Evolutionary SDLC?

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

1.0 Initiating Process Group:

  • 1.1 Operations Services project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Operations Services project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Operations Services 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 Operations Services 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 Operations Services 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 Operations Services 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 Operations Services project with this in-depth Operations Services Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Operations Services 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 Operations Services 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 Operations Services investments work better.

This Operations Services 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    Just looked at the files. Impressive. Well done. I am learning.

    Posted by MARTIN B. on 3rd Sep 2018

    MARTIN B. Risks and Compliance, Vulnerability and Security Testing, Threat Detection and Response, Managed Security Services.

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 3rd Sep 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    Great initiative and timing to release the requirements! And thanks a lot for sharing it with us!

    Posted by Pierre V. on 2nd Sep 2018

    Pierre V. B2B Product & Content Marketing

  • 5
    CARSTEN B. Experienced safety and quality enabler

    Posted by CARSTEN B. on 5th Aug 2018

    So far I have only had time to browse it very superficially, but form that it looks very comprehensive and at the same time practical. As soon as I find time I will do a short item on it on my literature pages and point risk management professionals in your direction. Have a great day, and all the best!!

  • 5
    The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada

    Posted by The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada on 5th Aug 2018

    I would like to extend my sincere appreciation. I would also like to thank you for your service in promoting business continuity practices. I wish you every success in your work.

  • 5
    Congrats! Very cool!

    Posted by Caryn B. on 5th Aug 2018

    Caryn B. Vice President Production

  • 5
    Man, thanks again for sharing. Really a life saver! Greetings!

    Posted by DAAN C on 4th Aug 2018

    DAAN C Senior Consultant

  • 5
    This is awesome. Thank you very much.

    Posted by Dr. Martin K. on 3rd Aug 2018

    Dr. Martin K. CEO

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 2nd Aug 2018

    MEL F. Change Management Professional