Operations Strategy Toolkit

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Clearly understand existing processes to provide support for manufacturing process Technology Roadmap and operations strategy, and represent Manufacturing Engineering on Complaint Handling Unit and Change Control Board meetings.

More Uses of the Operations Strategy Toolkit:

  • Confirm your organization partners with sales management to organize the day to day operations strategy and ensures desired penetration and contact rates are achieved.

  • Assure your organization directs the development of Infrastructure And Operations strategy and provides executive participation in strategic Partner Relationship Management.

  • Manage and sequence delivery of operations intent, build business requirements and execute against the Security And Compliance operations strategy.

  • Develop, in collaboration with the CEO and the Chief Financial Officer (the CFO), an annual operating plan that supports your organizations long term operations strategy.

  • Identify: Security Operations strategy.

  • Guide: product operations support team in translating commercial and portfolio/product strategy into Manufacturing Operations strategy.

  • Confirm you endeavor; lead the development of the Infrastructure And Operations strategy and roadmap, and ensure its integration with the broader IT and enterprise strategic plans.

  • Support the development of sales and operations strategy, understand priorities and execute operational plans.

  • Collaborate with operations strategy group, and lead cross functional team to launch champion challenger tests, assess results, and drive implementation of winning provider/process/analytical technique.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Operations Strategy 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 993 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 Strategy improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. What norms and standards should the strategic plan establish in corresponding areas as leadership, innovation, communications, feedback, authority, and other dynamic components of entity operations?

  2. Do employees who have been assigned emergency system duties, know of an ongoing process or system in place to identify the potential emergency scenarios applicable to your organizations operations?

  3. How easy or difficult is it (or will it be) to attract, develop, motivate, and retain the expertise needed to carry out specific activities and coordinate and control your operations?

  4. Who is to possess the deeper understanding of Supply Chain design, planning and operations necessary to manage risk in a more integrated, centralized and intricate environment?

  5. How can a training program develop into an integral Continuous Improvement system, and how does it affect your organization – its people, culture, operations and strategy?

  6. Have you set in motion a strategy for attaining early warning information to better protect your customers and corporate assets as well as your suppliers and partners?

  7. How does the facilities operation assess its performance compared to other similar operations in the sector and against the performance of external Service Providers?

  8. Is there a system for regular reviews of the services supply strategy, to ensure that changes in operations are reflected in accommodation and service supply changes?

  9. Does your organization require its offshore operations to be in a specific geography, based on its market entry strategy, existing facilities or future requirements?

  10. What architectures, technologies, strategies and operational Process Improvements will enable IT Operations to Reduce Costs without sacrificing Quality of Service?

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 Strategy book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Human Resource Management Plan: Is the Operations Strategy project schedule available for all Operations Strategy project team members to review?

  2. Activity Duration Estimates: Is there anything planned that does not need to be here?

  3. Quality Audit: How does your organization know that its staff Financial Services are appropriately effective and constructive?

  4. Cost Baseline: Review your risk triggers -have your risks changed?

  5. Issue Log: How do you reply to this question; you am new here and managing this major program. How do you suggest you build your network?

  6. Variance Analysis: Are management actions taken to reduce indirect costs when there are significant adverse variances?

  7. Variance Analysis: Are material costs reported within the same period as that in which BCWP is earned for that material?

  8. Change Request: What mechanism is used to appraise others of changes that are made?

  9. Monitoring and Controlling Process Group: What is the expected monetary value of the Operations Strategy project?

  10. Procurement Management Plan: Have Operations Strategy project team accountabilities & responsibilities been clearly defined?

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

1.0 Initiating Process Group:

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 Operations Strategy 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 Strategy project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Operations Strategy project with this in-depth Operations Strategy Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Operations Strategy 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 Strategy 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 Strategy investments work better.

This Operations Strategy 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.