Process Controls Toolkit

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Confirm your organization reviews/ensures equipment, material, people, environment, methods and other inputs to new/changed production/manufacturing process and associated Process Controls are met for new/modified items or for products transitioning from design to production.

More Uses of the Process Controls Toolkit:

  • Coordinate startup activities with Project Management, engineering, construction, safety engineers, subcontract personnel, facility operations, and others as warranted.

  • Provide mentoring and Employee Development guidance to staff, with constructive feedback on projects, goals and accomplishments.

  • Be accountable for providing information and guidance based on a consolidation of data and a broad perspective of day to day operational performance.

  • Evaluate and verify supplier Process Controls and supplier Quality Systems, analyze product failures, facilitate writing and/or approve results of Corrective Actions of suppliers.

  • Develop and maintain dynamic operational entitlement models in order to understand best performance for any given set of conditions production demand, catalyst age, etc.

  • Control: equipment and tools used in the repair and maintenance of mechanical, electronic and pneumatic instrumentation components.

  • SupPort Management evaluate the effectiveness and sustainability of existing Process Controls and identify improvements.

  • Audit: schedule and facilitate design and project status meetings with contractors, consultants, plant personnel and management.

  • Establish: implement production Process Controls, as vision systems and poke yoke methods, to mitigate potential on line failure modes or critical raw material defects.

  • Guide: review and analyze statistical data; develop, implement, and communicate daily and monthly dashboards, performance, collector, and technology reporting and identify and Mitigate Risks.

  • Ensure you lead; lead with expertise in Data Modelling/warehousing methodologies, dimensional modelling and System Architecture design.

  • Evaluate: implement and administer Risk Management technologies and Process Controls in a given specialism and conducts compliance tracking.

  • Determine the functional requirements for new equipment and identify upgrade requirements that are needed for existing equipment.

  • Confirm your operation coordinates with plant engineering to oversee capital projects necessary for the continued improvement and modernization of the plant.

  • Devise: counsel business units on applying analysis, industry knowledge, and insight on material fulfillment trends being observed.

  • Execute, coordinate and serve as a Materials Management and fulfillment expert supporting complex projects for the business units, in accordance with all Corporate, Supply Chain, sourcing and material strategies.

  • Manage multiple vendors and suppliers to ensure safe, timely performance of the growing employee transportation program.

  • Follow up on assigned projects to monitor the progress of planned improvement initiatives to assure timely action, appropriate management support, and achievement of expected benefits.

  • Formulate: partner with business unit Supply Chain and logistics teams to provide pertinent data and insights to establish operational and financial goal alignment.

  • Drive: higher levels of job satisfaction, comradery and a shared commitment to success because associates treat the business with a owner mindset.

  • Govern: through automation and improved methods of documentation, while maintaining the same or even increasing the overall level of assurance.

  • Assure data information requirements of Geology, Operations, Engineering, and Mine Planning are addressed and delivered for Data Driven decisions.

  • Ensure quality work by defining project startup objectives and ensure that proper startup Work Plans, guidelines, and procedures are established.

  • Compile and/or maintain information as time sheets, work logs, safety/environmental forms, and equipment maintenance and repair records.

  • Direct: Technical Support, guidance and expertise for all phases of automation projects, from front end engineering through detailed design, configuration, implementation, startup, commissioning, and maintenance.

  • Support the budget and expenditures of the program and report on utilization, costs and other metrics to measure the programs performance.

  • Initiate and lead project related considerations intended to increase and enhance overall equipment and production efficiencies across it.

  • Perform or lead periodic review, audits and updates to the hosting standards, Process Controls and technologies.

  • Lead shift turnover meetings and monitoring defined shift Key Performance Indicators (KPIs) with Shift Supervisor.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What is the risk?

  2. How do you make it meaningful in connecting Process Controls with what users do day-to-day?

  3. Do you say no to customers for no reason?

  4. Has data output been validated?

  5. What are your primary costs, revenues, assets?

  6. What is your theory of human motivation, and how does your compensation plan fit with that view?

  7. What are your customers expectations and measures?

  8. What are the uncertainties surrounding estimates of impact?

  9. What is the right balance of time and resources between investigation, analysis, and discussion and dissemination?

  10. How does Cost-to-Serve Analysis help?

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

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

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 Controls project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Process Controls project team have enough people to execute the Process Controls 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 Controls 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 Controls 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 Controls 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 Controls 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 Controls project with this in-depth Process Controls Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Process Controls 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 Controls 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 Controls investments work better.

This Process Controls 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.