Organizational Intelligence Toolkit

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Guide Organizational Intelligence: conduct root cause problem determinations using developed troubleshooting skills, documented.

More Uses of the Organizational Intelligence Toolkit:

  • Pilot Organizational Intelligence: organizational and management practices as applied to the analysis, evaluation, development, implementation and reporting of programs, policies, and procedures.

  • Ensure all staff members receive orientation and appropriate training in accordance with organizational standards.

  • Ensure your project develops a high performing team by increasing the high potential employee mix, ensuring solid Succession Planning, and maintaining long term organizational strategic designs.

  • Confirm your business ensures the integrity and protection of networks, systems, and applications by technical enforcement of organizational Security Policies, through monitoring of Vulnerability Scanning devices.

  • Methodize Organizational Intelligence: master contemporary applications of strategic leadership at you and organizational level that involve Strategic Thinking, communicating, visioning, Decision Making, negotiations, and leading change.

  • Direct Organizational Intelligence: partner with Organizational Development to use the Learning Management System for tracking training completion, providing reports to stakeholders, etc.

  • Confirm your team complies; exercises superior fiscal and operational management expertise through subordinate supervisors to Reduce Costs, control personnel expenditures, find efficiencies, and develop innovative processes and approaches to achieve your organizational mission.

  • Govern Organizational Intelligence: review all hardware and software acquisitions and maintenance contracts to ensure compliance with authorized budget, organizational goals, values, and commitments.

  • Warrant that your organization evaluates the needs and requirements of the users and provides technical expertise in the development of technical, structural and organizational specifications.

  • Provide Organizational Development expertise and capabilities in the areas of leadership, Organizational Effectiveness, training and assessments and/or Strategic Planning.

  • Participate and execute on tasks in Organizational Readiness, serviceability and supportability projects or activities.

  • Pilot Organizational Intelligence: creation and implementation of organizational strategic plans, utilizing concepts related to Project Management and Change Management.

  • Confirm your organization monitors and evaluates operations to ensure compliance with established professional, regulatory, and organizational standards and requirements.

  • Warrant that your corporation complies; this team provides end to end delivery support on initiatives, from idea inception to successful deployment of technologies, through critical functions as project/Program Management and Organizational Change enablement.

  • Arrange that your design establishes your organizational culture that fosters Continuous Process Improvement methods that are routinely utilized to improve quality and efficiencies.

  • Warrant that your organization oversees the management of the administration of vendor contracts, your organizations procurement of materials, supplies, and services needed to support organizational goals and develops, monitors, processes and evaluates contract usage in your organization.

  • Implement and manage processes associated with regulatory obligations, industry benchmarks, and organizational requirements to achieve and demonstrate IRM compliance.

  • Adjust to rapidly changing environments with proactive adjustment of plans to sustain organizational KPIs during periods of flux.

  • Govern Organizational Intelligence: monitor, support, and analyze organizational business Impact Analysis completion and updates to thE Business Continuity plan in order to assure compliance with program maintenance requirements and advises risk Operations Management of emerging issues.

  • Liaise with client managers at all levels to so you can keep track of and influencE Business plans, recruitment plans and Organizational Structures.

  • Ensure your strategy identifies strategies and solutions directly linked to organizational and departmental goals by establishing and maintaining partnerships with SMEs and vendors that drive Performance Improvement change.

  • Be certain that your organization determines and maintains an inventory of all regulatory, commercial, contractual and organizational cybersecurity Compliance Requirements.

  • Govern Organizational Intelligence: Strategic Thinking develops strategies to achieve organizational goals; analyzes market and competition; identifies external threats and opportunities.

  • Confirm your design assess software lifecycle activities to confirm the validity of approach with respect to organizational objectives.

  • Ensure your group tracks, release, or holds finished product from production for retail and organizational sale.

  • Make sure that your organization advises managers and supervisors on establishment of critical elements and standards, aligning employee performance plans with organizational goals, and Performance Requirements.

  • Make sure that your organization develops recurring and custom reports to facilitate Decision Making to meet Strategic Objectives and to serve the needs of Organizational Development in day to day operations.

  • Develop and deploy integrated solutions aimed at modernizing, consolidating, and coordinating your organizational and Enterprise Applications, systems, and platforms.

  • Develop, audit, and enforce Information Rights Management (IRM) and Data Leakage Prevention (DLP) policies to protect organizational data.

  • Manage Organizational Intelligence: research and understand external Best Practices and Emerging Technologies for possible incorporation into organizational identity and Data Security practices.

  • Provide end user training and education programs to on board and support power users for Business Intelligence tools.

  • Develop and implement methods, especially for spatial analysis, that lead to robust and unbiased knowledge products relevant to project and stakeholder needs.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Organizational Intelligence 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 Organizational Intelligence improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Does a Organizational Intelligence quantification method exist?

  2. Do you verify that Corrective Actions were taken?

  3. Which Organizational Intelligence impacts are significant?

  4. Are you assessing Organizational Intelligence and risk?

  5. Do you aggressively reward and promote the people who have the biggest impact on creating excellent Organizational Intelligence services/products?

  6. What is the definition of Organizational Intelligence excellence?

  7. What are your key performance measures or indicators and in process measures for the control and improvement of your Organizational Intelligence processes?

  8. Are there competing Organizational Intelligence priorities?

  9. Are there any easy-to-implement alternatives to Organizational Intelligence? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

  10. What information do users 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 Organizational Intelligence book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Organizational Intelligence Project Management Form Templates covering over 1500 Organizational Intelligence 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 Organizational Intelligence project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Organizational Intelligence Project Team have enough people to execute the Organizational Intelligence 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 Organizational Intelligence 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 Organizational Intelligence Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Organizational Intelligence 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 Intelligence 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 Intelligence 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 Intelligence 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 Intelligence project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Organizational Intelligence 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 Intelligence 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 Intelligence investments work better.

This Organizational Intelligence 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.