Organizational Planning Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Methodize Organizational Planning: regularly review the attainment of Service Levels (SLAs) and drive the service owners/managers and team leads to deliver at the committed quality.

More Uses of the Organizational Planning Toolkit:

  • Improve operational systems and procedures by improving departmental communications, facilitating Information Management, and supporting Organizational Planning.

  • Set the strategic vision for and drive development and Maintenance Of Data models, reporting systems, data automation systems, dashboards, descriptive, investigative, and Predictive Analytics, and Performance Metrics to support quality delivery and organizational Decision Making.

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

  • 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.

  • Devise Organizational Planning: Organizational Development, Performance Management, Leadership Development and training, compensation, succession management, organizational culture, values and core competencies.

  • Be accountable for defining and implementing appropriate Organizational Structure to facilitate effective delivery of controls, quality, and audit readiness programs.

  • Make sure that your organization assesses and analyzes existing data to develop a Leadership Development framework, strategy, and talent advising practice to develop organizational leaders, managers, and individual contributors.

  • Make sure that your organization recommends and implements innovative organizational long range and short range strategic plans to achieve the mission, vision and values of your organization.

  • Systematize Organizational Planning: host Information security based organizational meetings, as daily change/problem management, and tactical Information security Management coordination meetings.

  • Methodize Organizational Planning: coworker relationships interacting with others in a way that builds openness, trust, and confidence in the pursuit of organizational goals and lasting relationships.

  • Facilitate a learning and growth environment; share best practices, stay up to date with current organizational research and roll out centralized/localized Learning And Development initiatives.

  • Prepare project plans and methodologies to analyze mission, organizations, and functions, staffing methods, Organizational Structure, work methods, processes, procedures and related criteria.

  • Anticipate the key decisions and change levers needed to make progress, and create your organizational alignment and momentum towards a vision.

  • Consult with and advise management on customer trend data; develop Business Cases or provide other justification as a means to influence organizational leaders.

  • Manage Organizational Planning: act as organizational facilitator for the digital team regarding the implementation of policies and guidelines for topics as Open Source, Data Classification, encryption, key usage and information lifecycle standards.

  • Work with organizational capability pillar team to identify and understand organizational losses driven by skill and knowledge gaps and collaborate with your organizational capability pillar team to develop training plans to close gaps.

  • Provide advice and counsel on policies, procedures, and practices related to administrative functions and Operations Management that reflect compliance, organizational policies, Standard Operating Procedures and best practice.

  • Manage Organizational Skills in order to meet commitments and deadlines.

  • Warrant that your planning develops, evaluate, and modifies Organizational Structure, organizational charts, mission, and functional statements to Implement changes in program administration in order to achieve program goals.

  • Manage to compile reports that create benchmarks and assess organizational progress regarding equity, diversity, and inclusion efforts.

  • Confirm your organization ensures that Human Resources objectives are aligned with business strategic goals through effective employee relations, Labor Relations, compensation, staffing, training, Organizational Development, safety and Change Management strategies.

  • Make sure that your design develops new training programs and initiatives in General management, in professional/supervisor skill based areas, and in organizational knowledge areas when relevant.

  • Ensure your organization conducts detailed and complex analysis of organizational needs and goals for the development and implementation of reporting application systems.

  • Manage advanced skills related to management, organizational leadership, collaboration, communications, planning and Community Engagement, Conflict Resolution, and Problem Solving.

  • Develop standards and strategies for Contract Negotiation and serve as the primary organizational contact during the Contract Negotiation process.

  • Provide leadership and management skills managing a Human Resources team with multi functional generalist accountabilities in the areas of staffing, partner relations, learning and Organizational Development.

  • Represent Information security on organizational Project Teams and ensure adherence to existing Security Policies and standards.

  • Ensure your business complies; focus on accelerating performance through cohesive planning and execution, Knowledge Management and the implementation of a dashboard for impact and Organizational Effectiveness.

  • Be accountable for consulting to business executives, management of multiple functions, services and units, organizational mission, vision, objectives, structure, policy setting, Strategic Planning.

  • Assure your organization uses extensive knowledge to develop and/or implement information technology solutions to enhance organizational success.

  • Propel the business with accurate and comprehensive Demand Forecasting, Financial Planning and item setup.

  • Make use of information contained in the call tracking system if implemented to build Problem Resolution skills and to maximize the quality of support and the timeliness with which it is provided to customers.


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 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 Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What vendors make products that address the Organizational Planning needs?

  2. What Organizational Planning skills are most important?

  3. How do you measure improved Organizational Planning service perception, and satisfaction?

  4. Will the controls trigger any other risks?

  5. What is the root cause(s) of the problem?

  6. What are the strategic priorities for this year?

  7. Do you have/need 24-hour access to key personnel?

  8. What are internal and external Organizational Planning relations?

  9. Why a Organizational Planning focus?

  10. Has your scope been defined?

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 994 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. 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 Planning project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Organizational Planning project team have enough people to execute the Organizational Planning 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 Planning 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 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



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.