Planning Sessions Toolkit

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Invited by clients to participate in C level Strategic Planning Sessions to help create solutions related to critical business needs; Leads initiatives to understand and quantify unrealized value in offerings across products, services, and customer segments.

More Uses of the Planning Sessions Toolkit:

  • Lead strategic short and Long Range Planning Sessions of your organization, partnering with Executive Management and board to develop annual and Long Term Goals And Objectives.

  • Help plan and lead Information Risk Office Planning Sessions with the Management Team.

  • Ensure your corporation provides Consulting Services related to use of Software Applications as Business Process review, Planning Sessions, setup, testing, readiness assessment, data import, custom report needs, and documentation.

  • Standardize: monitor team progress and facilitate daily, weekly, and quarterly Planning Sessions.

  • Lead strategic and tactical Planning Sessions to provide leadership guidance on automation strategy and opportunities.

  • Make sure that your organization participates in short and long term Planning Sessions with clients to improvE Business processes.

  • Lead Project Planning Sessions, review requirements and functional specifications.

  • Lead Agile, Scaled Agile Framework safe team ceremonies daily stand up, Planning Sessions, etc.

  • Contribute to your organization vision, lead relevant Planning Sessions, and demonstrate ownership over relevant / assigned action items.

  • Identify: conduct customer Business Review and Strategic Planning Sessions of assigned enterprise accounts.

  • Run periodic partner Business Review and Planning Sessions that sets mutual performance objectives, sales targets and roadmap to achieve mutual goals.

  • Devise: actively participate in product backlog grooming sessions, retrospectives, defect management and Project Teams Release Planning Sessions.

  • Ensure your design oversees Project Planning Sessions with clients, Business Analysts and team members.

  • Lead program increment Planning Sessions as a liaison for operations and infrastructure support.

  • Make sure that your strategy participates in program increment Planning Sessions as a liaison for operations and infrastructure support.

  • Be certain that your venture participates in coordinated Planning Sessions, provides effort estimates, and timeline commitments.

  • Develop Planning Sessions with all Capacity planners to right size the Virtual Machines based on thE Business partners and application requirements.

  • Evaluate: present feature requirements, design, and stories to architects and engineers through story grooming and Planning Sessions.

  • Lead weekly IT staff Planning Sessions for direction of technology in your organization.

  • Contribute to considerations and Planning Sessions on program oversight developments.

  • Lead Project Planning Sessions with business users, stakeholders, and sponsors to understand Business Requirements to develop or maintain Software Applications.

  • Supervise: advocate for Cyber Risk Mitigation during Planning Sessions and implementation of new services.

  • Drive Project Planning Sessions with clients, Business Analysts and team members to gather, analyze, and document Business Requirements and objectives.

  • Lead Planning Sessions with customers to improvE Business processes and assures all systems are in line with IT long term strategy.

  • Lead Project Planning Sessions, defining the scope of the project and defining thE Business requirements.

  • Head: conduct Planning Sessions with clients for specific modifications and enhancements to intricate applications.

  • Ensure you enforce; lead Project Planning Sessions with critical internal stakeholders to gather and compile detailed requirements of payroll processes.

  • Confirm your corporation facilitates Sprint Planning Sessions and ensures that teams understand ability (velocity) to meet sprint commitments.

  • Standardize: proactively develop new customer contact through networking and prospecting, review leads, and participates in customers Strategic Planning Sessions.

  • Lead Agile Software Development process by participating in Code Review, attending Planning Sessions and providing input during retrospectives.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How is Planning Sessions project cost planned, managed, monitored?

  2. Are you satisfied with your current role? If not, what is missing from it?

  3. Will there be any necessary staff changes (redundancies or new hires)?

  4. How long will it take to change?

  5. What causes extra work or rework?

  6. For decision problems, how do you develop a decision statement?

  7. How will the data be checked for quality?

  8. Do you need different information or graphics?

  9. What should a Proof of Concept or pilot accomplish?

  10. Can you do all this work?

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 Planning Sessions book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

  4. Closing Process Group: Did the Planning Sessions Project Team have enough people to execute the Planning Sessions 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 Planning Sessions 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 Planning Sessions 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 Planning Sessions 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 Planning Sessions project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Planning Sessions 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 Planning Sessions 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 Planning Sessions investments work better.

This Planning Sessions 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.