Process Area Toolkit

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Arrange that your organization identifies operational problems and develops operational solution through studying functioning systems, performance results, determining impacts on all impacted systems, and calculating economic impacts.

More Uses of the Process Area Toolkit:

  • Make sure that your organization uses established procedures to complete routine work in one or more Process Areas as CyberSecurity Incident Response, Cyber Forensics, Security Monitoring And Reporting, and Audit Preparedness.

  • Search constantly the process Continuous Improvement through cost reduction and eliminating tasks that no add value to the business.

  • Lead: enterprise (organizational project enabling) Process Area Project Portfolio Management, Infrastructure Management, life cycle model management, human Resource Management, and Quality Management.

  • Confirm your strategy complies; analysis of data, evaluation of results and creation of technical qualification and statistical reports.

  • Develop and implement improvements using Root Cause Failure Analysis process to prevent recurring maintenance issues.

  • Supervise: project Process Area Project Planning, project assessment and control, decision management, Risk Management, Configuration Management, Information Management, and measurement.

  • Repair machine breakdowns identify necessary resources to repair and troubleshoot to bring equipment back to operable condition.

  • Ensure you officiate; lead troubleshooting investigations of out of control and out of specification materials and processes in your Process Area.

  • Establish that your operation communicates and translates requirements effectively between Business Process Areas and supporting departments ( as the technology organization).

  • Be accountable for interacting with a variety of departments, conducts training in Emergency Response and hazardous material handling.

  • Manage work with engineering and maintenance mechanical reliability teams to identify improvements and spec in best performing parts and designs.

  • Establish: effectively communicate with supervisor and customer to accomplish assigned tasks and develop sound customer relations.

  • Assure your design complies; with safety procedures and environmental regulations when using, dispensing and handling hazardous and non hazardous materials and wastes.

  • Analyze problems and take appropriate action to ensure continuous and reliable operation of equipment and systems.

  • Be accountable for leading the implementation of new launches in conjunction with established Process Areas Contracts, Sales, Orders, Billing, etc.

  • Provide overall leadership for Process Areas safe maximization of profitability, pushing of constraints.

  • Be certain that your enterprise uses data to diagnose problem areas and leads team through development and implementation of Corrective Action plans.

  • Be accountable for supporting the development, generation and distribution of standard reports that supPort Management across various dimensions to meet Business Needs.

  • Confirm your business ensures all members of the team are adequately trained to accomplish assigned tasked safely, efficiently and with specified quality.

  • Make sure that your enterprise uses the KPIs to help improve Service Delivery and recommend improvements in existing and integrating Process Areas.

  • Supervise: present technical information to peers or other personnel for review, and to incorporate in Technical Specifications to be issued for procuring equipment and instruments.

  • Be certain that your business leads and/or participates in coordination of IMS audits, and review of Process Area documented procedures to determine adherence to internal standards and leading industry practices.

  • Assure your venture coordinates with other Operations and Manufacturing functions Inspection, Scheduling, Production Control, Shipping, Inventory, etc.

  • Identify opportunities resulting from situational changes as new regulation, data insights, new business situations to shape new improvements in MDM Business Processes and data.

  • Confirm your team ensures individual and team production goals are met, maintains reports, and provides analysis of performance.

  • Operate computers and computerized equipment for maintenance systems, machine operation, quality, safety and compliance testing and training.

  • Be accountable for planning and scheduling outside contractors/vendors to perform scheduled and/or non scheduled Preventative Maintenance or general work.

  • Ensure you are leading on regular cadence ITSM collaboration sessions with Process Managers on the identification and delivery of continual improvements of the Process Area (people, process, technology).

  • Ensure your strategy complies; Continuous Improvement of your assigned Process Area running Agile initiatives to address focused KPI improvements.

  • Operate computers or computerized operator interface to make critical machine adjustments and research maintenance issues.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Process Area 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 Process Area improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Where is training needed?

  2. What creative shifts do you need to take?

  3. What are the Process Area security risks?

  4. Is Process Area required?

  5. Do you have a flow diagram of what happens?

  6. What does a Test Case verify?

  7. When is Root Cause Analysis Required?

  8. What would you recommend your friend do if he/she were facing this dilemma?

  9. Who owns what data?

  10. Do you know what you are doing? And who do you call if you don't?

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 Process Area book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

  4. Closing Process Group: Did the Process Area project team have enough people to execute the Process Area 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 Process Area 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 Process Area 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 Process Area 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 Process Area project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Process Area 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 Process Area 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 Process Area investments work better.

This Process Area 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.