Organizational Chart Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Organizational Chart 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Organizational Chart improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Can a conflict of interest arise for a public official or public employee regarding a person who, in a different capacity, has authority or control over the public official/public employee?

  2. How do you keep your listening and learning methods current with changing employee and stakeholder needs and expectations (including educational programs, offerings, and service features)?

  3. How do senior leaders create a sustainable organization with a focus on action to accomplish your organizations mission, strategic objectives, improve performance, and attain your vision?

  4. How do you incorporate organizational knowledge, new technology, cost controls, and other efficiency and effectiveness factors, as cycle time, into process design and delivery?

  5. Will gamification help support participation in organizational innovation by the already stated who are more introverted, or in lower positions in your organizational chart?

  6. How do you build positive relationships to attract and retain employees and stakeholders, to enhance employee performance, and to meet and exceed expectations for learning?

  7. What kind of organizational changes would you suggest in order to ensure that emerging market teams are able to contribute to the innovation mandate of your organization?

  8. What are the key elements of your performance improvement system, including your processes for evaluation and improvement of key organizational projects and processes?

  9. Is there your organization Organizational chart with position / title, and does your organizational chart match with the process map to ensure conformance to ISO 9001?

  10. How do you use information from current, former, and future employees and stakeholders to keep services and programs relevant, and provide for continuous improvement?


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 Organizational Chart book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: How is information analyzed, and what specific pieces of data would be of interest to the Organizational Chart project manager?

  2. Probability and Impact Assessment: Monitoring of the overall Organizational Chart project status Ð are there any changes in the Organizational Chart project that can effect and cause new possible risks?

  3. Responsibility Assignment Matrix: Budgets assigned to major functional organizations?

  4. WBS Dictionary: Contemplated overhead expenditure for each period based on the best information currently available?

  5. Team Performance Assessment: To what degree will new and supplemental skills be introduced as the need is recognized?

  6. Source Selection Criteria: Do you want to wait until all offerors have been evaluated?

  7. Team Member Performance Assessment: What is a general description of the processes under performance measurement and assessment?

  8. Risk Audit: Do you have a consistent repeatable process that is actually used?

  9. Schedule Management Plan: Has a provision been made to reassess Organizational Chart project risks at various Organizational Chart project stages?

  10. Responsibility Assignment Matrix: Do managers and team members provide helpful suggestions during review meetings?

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

1.0 Initiating Process Group:

  • 1.1 Organizational Chart project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Organizational Chart 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 Organizational Chart 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 Organizational Chart investments work better.

This Organizational Chart 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.