Process Owner Toolkit

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Ensure your organization works side by side with sales Business Process Owners and Key Stakeholders to identify Business Process improvement opportunities, elicit business requirements, analyze and evaluate solutions options, and deliver business value through new system and process capabilities.

More Uses of the Process Owner Toolkit:

  • Centralize collaborate with Internal Audit and Business Process Owners, and system owners in the testing of new software capabilities, programs and applications requirements.

  • Govern: partner with Process Owners to promote and support a culture of continuous Process Improvement and efficiency driving toward standardized practices.

  • Initiate: work in collaboration with operating companies, third parties, Business Process Owners, and other partners to ensure consistency and effectiveness of Incident Response activities.

  • Arrange that your project 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.

  • Manage work with Process Owners on business Process Standardization using methodologies as Lean Six Sigma, before beginning RPA development.

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

  • Be certain 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.

  • Collaborate with Business Process Owners and Data Stewards to develop methods for synchronizing data entering organization systems.

  • Manage work with Process Owners to understand the Process Requirements related to the capture of configuration data and develop Technical Specifications and solutions.

  • Manage work with Process Owners and partners to re engineering processes to be simple, Forward Thinking, repeatable, measurable, achievable and continuously improved.

  • Evaluate: 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.

  • Assure your strategy complies; Continuous Improvements activities motivate you as the Process Owner of the Problem Management process to support your IT Service Management journey.

  • Ensure you manage; lead Process Owner of the quality audit system; engage all levels and roles of site personnel in leading lead process and Product Quality audits driving toward leading behaviors that drive improvement in lagging results.

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

  • 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.

  • Be accountable for driving Continuous Improvement through gathering of improvement ideas from team members to deliver to the Process Owner for consideration.

  • Methodize: actively lead Decision Making with Process Owners, provide meaningful insights, and seek to understand the broader impact of current decisions.

  • 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.

  • Lead: implement and maintain an internal reporting mechanism for intended (new or changed) personal Data Processing activities, to which business unit/Process Owners must adhere.

  • Provide consultation to end users and Process Owners with regard to Data Collection, analysis and creation of design verification and validation protocols and reports.

  • Be certain that your group estimates overall storage resource and budget requirements for Asset Management as input to the IT plan in conjunction with other Process Owners.

  • Collaborate with Process Owners/data owners to monitor Data Usage and foster trust in data by driving Data Quality by making sure procedures and rules adapt as data domains/sets expand or business requirements change.

  • Guide: design, develop and execute processes or projects and work with Process Owners or project team members throughout all phases of planning, implementation and control.

  • Facilitate the negotiation of the scope of the Configuration Management process in collaboration with CMDB governing structures, Process Owners, and IT Business stakeholders.

  • Grow 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.

  • Liaise with Business Process Owners to ensure Effective Communications and translation of technical requirements into business solutions.

  • Direct: effectively communicate security/endpoint related concepts to technical and non technical staff, acting as a key point of contact for Business Process Owners.

  • 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.

  • Pilot: work closely with Process Owners to ensure Corrective Action plans are in place and to remedy any gaps identified with Internal Controls.

  • Collaborate with Internal Audit and Business Process Owners, and system owners in the testing of new software capabilities, programs and applications requirements.


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 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 Owner improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Who uses your product in ways you never expected?

  2. Where do ideas that reach policy makers and planners as proposals for Process Owner strengthening and reform actually originate?

  3. Who defines (or who defined) the rules and roles?

  4. What Process Owner coordination do you need?

  5. Do you have organizational privacy requirements?

  6. Are accountability and ownership for Process Owner clearly defined?

  7. What alternative responses are available to manage risk?

  8. How do you manage Process Owner risk?

  9. How will you know that a change is an improvement?

  10. Was a Process Owner charter developed?

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 994 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. 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 Owner project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Process Owner project team have enough people to execute the Process Owner 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 Owner 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 Owner 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 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.