Process Owner Toolkit

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Arrange that your organization leads business analysis and modeling activities by interviewing process owners, users and other stakeholders to identify business processes; evaluate the current process and workflow for various business functions and document findings and recommend improvements.

More Uses of the Process Owner Toolkit:

  • Liaise with business process owners to ensure effective communications and translation of technical requirements into business solutions.

  • Centralize & collaborate with Internal Audit and business process owners, and system owners in the testing of new software capabilities, programs and applications requirements.

  • Make sure that your organization provides strategic guidance to sales stakeholders, process owners, and IT for Sales Enablement initiatives, tools and enhancements that help your organization achieve its goals.

  • Develop and maintain effective working relationships with business process owners and other stakeholders to develop acceptance criteria and a plan to facilitate user acceptance testing of a solution that meets the business requirements.

  • Manage the internal relationships with Cyber Engineers and Information Technology (IT) process owners to maintain project momentum and completion.

  • Guide: implement and maintain an internal reporting mechanism for intended (new or changed) personal data processing activities, to which business unit/process owners must adhere.

  • Manage work with business executives, business process owners, risk partners and other stakeholders on the high level scoping of the processes and the linkages to the various elements of the enterprise process, risk, control, application etc.

  • Systematize: effectively communicate security/endpoint related concepts to technical and non technical staff, acting as a key point of contact for business process owners.

  • Develop: actively lead decision making with process owners, provide meaningful insights, and seek to understand the broader impact of current decisions.

  • Collaborate with product and process owners to challenge business stakeholders to creatively automate processes with new solutions and approaches.

  • Make certain that corrective action plans are clearly defined, assigned to the correct process owners, monitored for progress/timely completion, and validated for accuracy and effectiveness prior to closure.

  • Establish that your organization estimates overall storage resource and budget requirements for Asset Management as input to the IT plan in conjunction with other process owners.

  • Provide consultation to end users and process owners with regard to data collection, analysis and creation of design verification and validation protocols and reports.

  • Lead: proactively analyze trends in performance across it; collaborate with process owners and stakeholders to identify and implement process improvements to increase operational efficiency and customer satisfaction.

  • Manage work with other process owners to ensure an integrated approach to the design, implementation, and coordination of interfaces between configuration management and other service management processes.

  • Systematize: proactive incident management by troubleshooting application issues by diagnosing, resolving faults and providing regular updates to the internal process owners.

  • Secure that your organization continuous improvements activities motivate you as the Process Owner of the Problem Management process to support your IT Service Management journey.

  • Provide key information and advice to process leads, and process and business process owners in support of projects, enhancements, and day to day production support issues.

  • Coordinate: partner with process owners to promote and support a culture of continuous process improvement and efficiency driving toward standardized practices.

  • Arrange that your organization acts as a liaison among sales stakeholders, process owners, and IT to provide strategic guidance for sales enablement initiatives, tools, and enhancements that help your organization achieve its goals.

  • Lead business process review, providing guidance to process owners to ensure adequate, efficient control of organization records and compliance.

  • Be accountable for driving continuous improvement through gathering of improvement ideas from team members to deliver to the process owner for consideration.

  • Support the transfer of new solutions or processes to ongoing operations, while working with the functional managers and/or the process owners.

  • Ensure you lead business process owners through root cause analysis and the implementation of effective corrective and preventive measures building your organizations quality problem solving capability.

  • Ensure projects are integrated and aligned with business strategy and coordinated with the appropriate process owners to accomplish key goals.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Process Owner 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 991 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 Owner improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. What guidance is needed to help management implement a top down, riskbased approach to identifying risks to reliable financial reporting and the related internal controls?

  2. Are you aware that fax machines or printers located in non secure areas with unattended information for long periods of time could lead to a breach in confidentiality?

  3. Are you aware that materials and supplies charged to a program should include only the materials and supplies actually used for the performance of the program?

  4. What controls will be necessary to provide valid, accurate, and complete records; to protect assets; and to ensure that the IS can be audited?

  5. Do you know that your organization has a records management department to assist all locations with records management and storage?

  6. Has top management identified process owners who are responsible for managing your organizations processes and related outputs?

  7. Are you aware that a supervisor is required to request approval for overtime in advance of the employee working the overtime?

  8. Are the technical requirements/skills/capabilities required to deliver the elements of the package similar or compatible?

  9. Are you aware that at the time a protective block is placed, it should be end dated with the date for the block to end?

  10. How to communicate in an acceptable format for the process owner to understand, be motivated and able to take action?

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 Owner book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Process Owner Project Management Form Templates covering over 1500 Process Owner project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Risk Audit: Do the people have the right combinations of skills?

  2. WBS Dictionary: Are estimates of costs at completion utilized in determining contract funding requirements and reporting them?

  3. Lessons Learned: How effective was the acceptance management process?

  4. Stakeholder Management Plan: Is the steering committee active in Process Owner project oversight?

  5. Stakeholder Management Plan: Are Process Owner project team members involved in detailed estimating and scheduling?

  6. Stakeholder Management Plan: Are vendor contract reports, reviews and visits conducted periodically?

  7. Cost Management Plan: Are vendor contract reports, reviews and visits conducted periodically?

  8. Project Scope Statement: Once its defined, what is the stability of the Process Owner project scope?

  9. Probability and Impact Assessment: What risks does your organization have if the Process Owner projects fail to meet deadline?

  10. Variance Analysis: Wbs elements contractually specified for reporting of status to your organization (lowest level only)?

Step-by-step and complete Process Owner Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Process Owner project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Process Owner project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Process Owner 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 Process Owner 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 Process Owner 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 Owner 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 Owner project with this in-depth Process Owner Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Process Owner 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 Owner 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 Owner investments work better.

This Process Owner 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.