Service Owner Toolkit

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 991 standard requirements:

  1. How can one simplify manipulation of request and response data, enable domain layer entities, requests, and responses to vary independently, and insulate services from wire level message formats?

  2. How can the logic that creates complex responses be reused while encouraging the independent evolution of domain layer entities and the response structures used by clients?

  3. Which process is responsible to provide and maintain accurate information on all services that are being transitioned or have been transitioned to the live environment?

  4. How can a web service safeguard systems from spikes in request load and ensure that requests are processed even when the underlying systems are unavailable?

  5. How can a client manipulate data managed by a remote system, avoid direct coupling to remote procedures, and minimize the need for domain specific APIs?

  6. How can the client take advantage of the time a service processes its request without having to migrate to a completely asynchronous interaction style?

  7. What is the name given to the individual assigned to carry out a risk response action or actions to respond to a particular risk or set of risks?

  8. Can your organization quantify the benefits, in terms of revenues, cost savings, or other efficiencies, that an implementation would provide?

  9. Are there any external dependencies that might affect implementation, as the inability to change your organization process?

  10. How can a service augment the information it sends or receives while minimizing the probability of breaking changes?


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

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

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

Examples; 10 of the check box criteria:

  1. WBS Dictionary: Do work packages consist of discrete tasks which are adequately described?

  2. Risk Audit: Is all expenditure authorised through an identified process?

  3. Network Diagram: Why must you schedule milestones, such as reviews, throughout the Service Owner project?

  4. Planning Process Group: What good practices or successful experiences or transferable examples have been identified?

  5. Procurement Audit: Does the procurement function/unit have the ability to negotiate with customers and suppliers?

  6. Cost Management Plan: Is there a set of procedures defining the scope, procedures, and deliverables defining quality control?

  7. Stakeholder Management Plan: Are enough systems & user personnel assigned to the Service Owner project?

  8. Schedule Management Plan: Are internal Service Owner project status meetings held at reasonable intervals?

  9. Procurement Audit: Could bidders learn all relevant information straight from the tender documents?

  10. Procurement Management Plan: Is Service Owner project work proceeding in accordance with the original Service Owner project schedule?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Service 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 Service 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 Service 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 Service 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 Service Owner project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Service 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 Service 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 Service Owner investments work better.

This Service 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.