SIPOC Toolkit

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Serve as a technical and process communication liaison among strategic suppliers and your procurement, manufacturing, engineering, and quality teams to help ensure that issues are clearly understood and effectively resolved.

More Uses of the SIPOC Toolkit:

  • Arrange that your venture analyzes processes to identify areas of improvement and provide appropriate analytics to facilitate business effort prioritization.

  • Ensure accurate and timely completion of financial transactions revenue adjustments/ recognition, change orders, invoicing, pass through and maintain a change log capturing all financial activity per program.

  • Develop: track and report program performance financial, delivery metrics and analysis, monthly reports, quarterly and annual leadership review, revenue change log, etc.

  • Make sure that your team complies; partners with cross functional teams, in the application of Process Engineering principles to design and/or optimize Business Processes and overall performance.

  • Assure your group identifies and evaluates performance against Process Requirements and aligns improvement to performance shortfalls.

  • Develop: expert level understanding and performance of Quality Management system and Manufacturing Processes surveillance.

  • Write final requirements for all product changes and work with developers to translate functional requirements into technical specs.

  • Be accountable for engaging in the Requirements Management process to ensure the traceability of mission requirements throughout the project life cycle.

  • Be accountable for performing process benchmarking exercises, utilising internal and external reference sources where appropriate.

  • Assure your corporation engages in product failure investigations, material review board decisions and corrective/preventive action.

  • Serve as an expert in more than one particular business or system domain capable of leading development across multiple teams at the program level.

  • Steer: champion root cause investigation and Corrective Action implementation through application of analytical tools that enables continual improvement to employee safety, Product Quality, process.

  • Develop and implement Data Collection techniques to obtain qualitative/quantitative data to support diagnostic review.

  • Provide documentation on each incident resolution and help establish formal Standards and Procedures to be used in supporting computer users.

  • Be accountable for supporting the assessment, selection and application of new technologies, and innovative methods, models and tools.

  • Formulate: articulate, negotiate, and refine design solutions with partners using data and design standard methodology.

  • Warrant that your venture develops new concepts and standards and champions significant improvement of processes, systems, tools and solutions to enhance performance.

  • Establish that your design contributes to the execution of the Business Operating systems, by ensuring Standards and Procedures are documented and provides ideas for improvement as part of the governance cycle.

  • Analyze and communicate stakeholder needs by translating business requirements in to software or technical requirements.

  • Ensure you organize; understand and appreciate different and opposing perspectives on an issue, to adapt an approach as the requirements of a situation change and to change or easily accept changes in ones own organization or job requirements.

  • Be accountable for analyzing the results of COTS Gap Analysis and identifying and documenting the impacts to mission processes.

  • Meet and consider Performance Metrics to provide Performance Feedback, through a structured process of Performance Management.

  • Be accountable for developing and implementing a Risk Management process that helps ensure risks are identified and controlled in order to Reduce Risk to tolerable levels.

  • Manage work with business stakeholders and partners to help identify and understand requirements to meet project scope.

  • Pilot: conduct qualitative and Quantitative Analysis in support of the development and delivery of Strategic Planning, Performance Management, and/or program evaluation.

  • Create project dashboards for different groups and collaborate with various groups for enhancing department data reporting.

  • Explore ideas, assess current Business Processes to identify improvement opportunities (technical and operational), conduct Gap Analysis, and help to develop Business Cases.

  • Generate User Stories and functional and technical requirements that are sufficient to capture the essence of what is being asked.

  • Ensure you introduce; related to finance priority Project Management evaluate project artifacts to confirm project status, materials, testing etc.

  • Be certain that your organization leads the development and implementation of operational Performance Metrics, Process Control points, and results management.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What are the costs of reform?

  2. How likely is it that a customer would recommend your company to a friend or colleague?

  3. How do you know that any SIPOC analysis is complete and comprehensive?

  4. Do you say no to customers for no reason?

  5. What scope to assess?

  6. What prevents you from making the changes you know will make you a more effective SIPOC leader?

  7. What are your key SIPOC indicators that you will measure, analyze and track?

  8. What should you stop doing?

  9. Are required metrics defined, what are they?

  10. How do you provide a safe environment -physically and emotionally?

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

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

  • 62 step-by-step SIPOC Project Management Form Templates covering over 1500 SIPOC 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 SIPOC project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the SIPOC project team have enough people to execute the SIPOC 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 SIPOC 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 SIPOC Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 SIPOC project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 SIPOC project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 SIPOC 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 SIPOC 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 SIPOC 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 SIPOC project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose SIPOC 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 SIPOC 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 SIPOC investments work better.

This SIPOC 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.