Process Owners Toolkit

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Lead Lean Six Sigma projects and other Process Improvement methodologies from the chartering phase through to control and transition back to sponsors and Process Owners, delivering Cost Savings, Quality Improvement, service / safety improvements for the health system.

More Uses of the Process Owners Toolkit:

  • 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.

  • Secure that your corporation develops the initial Project Charter and clarify the Project Scope, requirements, measurable outcomes, and project benefits in collaboration with Process Owners.

  • 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.

  • Centralize collaborate with Internal AudIT And Business Process Owners, and system owners in the testing of new Software Capabilities, programs and applications requirements.

  • Confirm 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.

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

  • Ensure you revitalize; build and nurture positive working relationships with Process Owners, by providing high quality deliverables and communications, providing them tools and templates that can help them better achieve the process objectives.

  • Head: proactive Incident Management by troubleshooting application issues by diagnosing, resolving faults and providing regular updates to the internal Process Owners.

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

  • Establish that your enterprise 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.

  • 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.

  • Formulate: design, develop and execute processes or projects and work with Process Owners or project Team Members throughout all phases of planning, implementation and control.

  • Lead: conduct Process Requirements sessions with key business users and deliver Business Requirements documents to Process Owners and automation function leadership.

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

  • Confirm your operation understands and takes accountability for Process Ownership, Data Stewardship and/or Policy Enforcement and the necessary Succession Planning when moving on to a new role.

  • Be accountable for guiding and directing the MCA Management Team and Process Owners across Business, Operations, and Technology on establishing permanent audit readiness activities that effectively demonstrate adherence to applicable horizontal regulation requirements.

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

  • Collaborate with internal audIT And Business Process Owners, and system owners in the testing of new Software Capabilities, programs and applications requirements.

  • Provide ongoing support to Process Owners/control owners and cross functional teams to ensure controls over key reports are designed and implemented effectively.

  • 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.

  • Head: in collaboration with Business Process Owners, manage, implement, document, and update the Internal Control framework for key organization business and financial processes in accordance with Internal Auditing and government mandated standards.

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

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

  • Ensure your planning 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 to understand the Process Requirements related to the capture of configuration data and develop Technical Specifications and solutions.

  • Manage: work closely with Business Process Owners, accountability points in business and operations, and data custodians in it to ensure that Corporate Data Governance Processes are followed for the respective subject areas and domains.

  • Provide consultation to End Users and Process Owners with regard to Data Collection, analysis and creation of design Verification And Validation protocols and reports.

  • 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 partnering with Service Providers across the enterprise to map out public APIs connectivity to the best suited Service Provider and data/Process Owners.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How will you insure seamless interoperability of Process Owners moving forward?

  2. Would you rather sell to knowledgeable and informed customers or to uninformed customers?

  3. What is the scope?

  4. Why improve in the first place?

  5. What system do you use for gathering Process Owners information?

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

  7. What is your plan to assess your security risks?

  8. How can you incorporate support to ensure safe and effective use of Process Owners into the services that you provide?

  9. How do you measure efficient delivery of Process Owners services?

  10. Which Process Owners solution is appropriate?

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

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

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

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

In using the Toolkit you will be better able to:

  • Diagnose Process Owners 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 Owners 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 Owners investments work better.

This Process Owners 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.