Process Management Toolkit

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Lead the evaluation, design and implementation of integration opportunities across various Intelligent Process Automation and Digital Transformation methodologies like Process Mining, Task Mining, Business Process Management, Robotics Process Automation.

More Uses of the Process Management Toolkit:

  • Warrant that your design complies; monitors, measure, evaluates, and reports on the impact of decisions and controls to the relevant business group and enterprise function.

  • Supervise: technically direct large, cross functional Project Teams and provides individual contribution using Business Process Management, lean and lean Six Sigma tools and techniques to improve quality and Reduce Costs.

  • Formulate: act as the qualitative model liaison for capital and liquidity process areas, to oversee and ensure the implementation of the QMS are compliant with estimation Risk Management polices and procedures.

  • Interact with clients to assess project requirements and perform needs/gap analysis, drive solutions and develop action plans, and Project Timelines.

  • Provide direct support, guidance and coaching across functional boundaries to initiative leads, front line managers/supervisors, and teams to drive adoption of Organizational Changes.

  • Ensure you enhance; lead Process Management taking a systematic approach in contributing to making your organizations workflow more effective, efficient and capable of adapting to an every changing environment.

  • Launch and deliver initiatives in the agreed business Improvement Plan, in order to achieve thE Business benefits in line with thE Business and IT Strategy.

  • Assure your design develops Enterprise Data Management strategies and implements tools to provide visualization, reporting and Business Intelligence relevant data for analysis, Process Management, operations, and budgeting.

  • Be accountable for interviewing, understanding, gathering, Problem Analysis and documenting of Business Requirements that drive the services offering and software Product Development.

  • Confirm your organization ensures Business Requirements are translated into functionality of existing or new IT Systems in conjunction with the IT Architecture teams.

  • Orchestrate: proactively identify Technology Solutions to meet Business Objectives, taking into account the implications of change on your organization and all stakeholders.

  • Collaborate on and inform cross functional teams of new feature Technical Design, Technical Requirements, limitations, and implementation.

  • Utilize Effective Project Management, Business Process Management, Team Building and Change Management to execute and achievE Business results.

  • Control: positive communicator who understands when necessary how to have tough conversations along with communicating with different levels of leadership.

  • Ensure you establish; lead cross functional linked teams to address business or system problems using solid systems architectural and Systems Engineering principles.

  • Ensure you direct; lead the IT and PMO department to plan and manage application upgrades, user testing, Issue Resolution and subsequent release to production, while closely aligned with Corporate Change Management processes.

  • Orchestrate: in Machine Learning, cognitive automation, analytics, Chatbots, Natural Language Processing, Business Process Management and intelligent Data Capture.

  • Orchestrate: leverage technologies to support the measurement of system and process effectiveness, deployment planning, and Decision Support associated with the full spectrum of Process Management.

  • Coordinate and manage individual projects and resources with business project leads, key champions and users across multiple time zones.

  • Warrant that your business understands the requirements of the project from a stakeholder perspective and has the necessary business skills to communicate and influence the requirements to stakeholders.

  • Use effective interpersonal styles and Emotional intelligence to establish and cultivate relationships across Key Stakeholders amongst all levels of your organization.

  • Be accountable for delivering broader Organizational Change team offerings as organizational efficiency and Process Management, and strategic Human Capital Management providing creative insights to clients on complex Change Management initiatives.

  • Guide: from engineering to Application Development, Knowledge Management and Business Process Management, you help your clients find the right problems to solve, and to solve effectively.

  • Arrange that your venture coordinates with your organizations Office of Performance based Management in developing strategies to communicate your organizations achievements and performance to legislative and public stakeholders.

  • Establish that your design participates in Business Process Management group efforts to collect and analyze metrics and continually improve processes owned by the group.

  • Initiate: Operational Planning with product, engineering, development and enterprise Process Management Teams to ensure new projects and production changes meet stage gate entry criteria and are supportable throughout the lifecycle.

  • Drive a culture of diversity, inclusion and belongingness on the team, and mentor next level leaders to build leadership bench strength.

  • Develop: design and service prototypes that demonstrate Process Management, Business Rules enforcement and decisions services, use of advanced testing methods.

  • Develop and conduct ongoing Training And Coaching for leadership and teams on business and technical Process Improvement and Business Agility.

  • Deliver commercial selling day in the life training and conduct pre and post go live evaluations to identify risks and drive training/adoption Corrective Actions.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What resources go in to get the desired output?

  2. Are indirect costs charged to the Process Management program?

  3. How is progress measured?

  4. What can you do to improve?

  5. If you could go back in time five years, what decision would you make differently? What is your best guess as to what decision you're making today you might regret five years from now?

  6. Is it clear when you think of the day ahead of you what activities and tasks you need to complete?

  7. How are you doing compared to your industry?

  8. To whom do you add value?

  9. What is your organizations system for selecting qualified vendors?

  10. Risk factors: what are the characteristics of Process Management that make IT risky?

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

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

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

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

In using the Toolkit you will be better able to:

  • Diagnose Process Management 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 Management 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 Management Investments work better.

This Process Management 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.