Program Planning Toolkit

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Assure your organization provides general advisory services to departmental administrators in the areas of budget, finance, management, Systems Analysis, procurement, industry and Market Research, Program Planning, Strategic Planning, and Organizational Development.

More Uses of the Program Planning Toolkit:

  • Guide: specific expertise with safeguarding system Data Security and integrity, Dashboard Development and maintenance, work Process Flow review, report design/generation, and Data Analysis to support the Program Planning and budgeting process.

  • Support high quality baseline, midterm and final evaluations and other Program Planning assessments.

  • Establish that your venture coordinates with the sales staff directly on budgets, employee planning, and Program Planning to support growth and the growth of your organization.

  • Establish that your business coordinates and participates in staff training and Program Planning.

  • Confirm your organization complies; opportunities could be in the areas of Program Planning Functional Management, Program Management, Risk Management, Finance, Contracts and Operations, to name just a few.

  • Devise: project and Program Planning, management and Organizational Skills.

  • Warrant that your design complies; principles and methods of Fiscal Management, budgetary preparation and controls, Program Planning, implementation and administration.

  • Make sure that your group participates in annual Work Planning, Program Planning, preparation of management reports, budgeting, etc.

  • Be accountable for embodying a culture of Continuous Improvement by actively participating in Program Planning.

  • Be accountable for creating and negotiating Statements Of Work, Program Planning and milestone creation, Financial Reporting.

  • Ensure you outperform; lead community efforts and engage stakeholders in Program Planning, development of policy or initiatives, and/or evaluation that support population based Public Health and prevention efforts.

  • Arrange that your project complies; addresses essential aspects of legal and ethical issues in video based Care Delivery in Program Planning and implementation.

  • Provide skills in Leading Teams through Organizational Change, Program Planning, and Quality Improvement.

  • Manage integrated Program Planning along with tactical Project Planning, Risk Management, project execution and communication to all levels of your organization.

  • Head: educational Program Planning, design, development, coordination, and implementation procedures.

  • Lead regular meetings with colleagues for Program Planning, developing Standard Operating Procedures budgeting/billing and other trainings.

  • Become the expert in Program Planning Processes as critical path analyses, schedule Risk Analyses, and/or Work Around planning.

  • Ensure you deliver; lead with extensive knowledge in Business Continuity, Disaster Recovery and Governance Program Planning.

  • Confirm your organization provides input for the purpose of Program Planning, Business Management, budget execution and program coordination.

  • Be accountable for impacting Program Planning/ execution and to implement Business Process changes.

  • Lead program status review and new Program Planning meetings.

  • Coordinate with peer departments especially in the area of operations, event and Program Planning And Scheduling, and cross departmental function.

  • Be accountable for working knowledge on Program Planning and coordination to ensure relationship between oversight efforts and overall business direction.

  • Represent day to day Partner Management in early Program Planning.

  • Manage work with Business Planning, analysis and Enterprise Architecture functions on End To End requirements to capabilities to assets traceability, and early stage Program Planning and analysis.

  • Ensure that justice, equity, Diversity and Inclusion are central to all Program Planning and decisions.

  • Assure your organization complies; directs and coordinates activities of life enrichment Program Planning and implementation, concierge operations, culinary operations, interior and exterior integrity of the building, Marketing Efforts, and nursing and Health Care Services.

  • Support the design and administration of surveys and other assessment tools to capture and analyze data for Program Planning, Decision Making, and reporting.

  • Oversee: involvement and review of Program Planning, technical solutions and Risk Mitigation is also expected.

  • Ensure your operation supports marketing managers with Program Planning and additions to website.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Program Planning 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 Program Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are your operating costs?

  2. What have been your experiences in defining long range Program Planning goals?

  3. Is the Program Planning Documentation thorough?

  4. What would you recommend your friend do if he/she were facing this dilemma?

  5. How often will data be collected for measures?

  6. What are your key Program Planning organizational Performance Measures, including key short and longer-term financial measures?

  7. Is it possible to estimate the impact of unanticipated complexity such as wrong or failed assumptions, feedback, etc. on proposed reforms?

  8. What is the Value Stream Mapping?

  9. Why should people listen to you?

  10. What is your BATNA (best alternative to a negotiated agreement)?

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

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

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

  4. Closing Process Group: Did the Program Planning Project Team have enough people to execute the Program Planning 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 Program Planning 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 Program Planning 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 Program Planning 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 Program Planning project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Program Planning project with this in-depth Program Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Program Planning 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 Program Planning 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 Program Planning investments work better.

This Program Planning 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.