Organizational Planning Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Organizational Planning 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 997 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 Planning improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. What organizational development or human resource resources are needed and budgeted for to help the management team focus its analysis and support decision making for the workforce development?

  2. What is the process of planning and executing the conception, pricing, promotion and distribution of goods and services to create exchanges that satisfy organizational objectives?

  3. Has the chief executive officer or equivalent, or the board established appropriate mechanisms and processes for budget development and financial planning for your organization?

  4. How will the process fit with other ongoing organizational processes and change efforts, as budgeting cycles or process improvement and information technology initiatives?

  5. What are the various organizational structures available to your organization and under what conditions are the various structures most appropriate or least appropriate?

  6. Is there a strategic planning process in place that is designed to ensure that IT services are aligned and integrated with organizational goals and objectives?

  7. Are you correct in the assumption that organizational change management planning and execution would be considered within the duties of the project lead role?

  8. Is there a commitment by top management to use effective planning and control techniques using a single set of numbers by all members of your organization?

  9. Do you have processes in place, as quality systems and succession planning, to make sure corporate knowledge is retained as staff leave your organization?

  10. Do values and core beliefs align with the formal and informal expectations of your organization as well as the overall organizational values and beliefs?


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 Planning book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Are staff skills known and available for each task?

  2. Procurement Audit: Was all the key documentation given to the contracting authority?

  3. Risk Register: Having taken action, how did the responses effect change, and where is the Organizational Planning project now?

  4. Project Management Plan: What happened during the process that you found interesting?

  5. Procurement Management Plan: Is the steering committee active in Organizational Planning project oversight?

  6. Schedule Management Plan: Are Organizational Planning project leaders committed to this Organizational Planning project full time?

  7. Activity Duration Estimates: Does a process exist to identify individuals authorized to make certain decisions?

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

  9. Process Improvement Plan: Have storage and access mechanisms and procedures been determined?

  10. Issue Log: Do you often overlook a key stakeholder or stakeholder group?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Organizational Planning 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 Planning 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 Planning 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 Planning 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 Planning 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 Planning project with this in-depth Organizational Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Organizational Planning 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 Planning 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 Planning investments work better.

This Organizational Planning 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.