Situation Analysis Toolkit

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 991 standard requirements:

  1. How do porters competitive forces model, the value chain model, synergies, core competencies, and network economics help companies develop competitive strategies using information systems?

  2. Does your organization have the capacity to frame, manage and interpret a comprehensive situation analysis of and to create a vision for human resource development?

  3. Does your organization have the capacity to frame, manage and interpret a comprehensive situation analysis for broad and meaningful participation?

  4. Does your swot contain all the key areas relevant to the plan, including customer, employee, leadership, competitor, and industry trends?

  5. Does your swot analysis adequately identify your internal strengths and weakness and identify your external opportunities and threats?

  6. Have another look at your SWOT analysis – does your model truly play to your strengths and build on identified opportunities?

  7. How the porters industry analysis and value chain models are important as strategic considerations in supply chain?

  8. Which , according to Porter, is an area for concern in identifying the competitive position of your organization?

  9. Should an intervention of some type be attempted with every service delivery situation that is less than optimal?

  10. What should organizations undergoing DevOps transformation do when mapping the context during situation analysis?


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 Situation Analysis book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: Is a work breakdown structure created to organize and to confirm the scope of each Situation Analysis project?

  2. Initiating Process Group: Do you know the Situation Analysis projects goal, purpose and objectives?

  3. Roles and Responsibilities: Are your policies supportive of a culture of quality data?

  4. Human Resource Management Plan: Was your organizations estimating methodology being used and followed?

  5. Stakeholder Analysis Matrix: Could any of your organizations weaknesses seriously threaten development?

  6. Issue Log: Are there common objectives between the team and the stakeholder?

  7. Variance Analysis: How do you evaluate the impact of schedule changes, work around, et?

  8. Probability and Impact Matrix: What is the industrial relations prevailing in this organization?

  9. Probability and Impact Assessment: Who are the international/overseas Situation Analysis project partners (equipment supplier/supplier/consultant/contractor) for this Situation Analysis project?

  10. Procurement Audit: Are regulations on taxes, fees, duties, excises, tariffs etc. not impeding (international) competition?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Situation Analysis project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Situation Analysis 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 Situation Analysis 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 Situation Analysis 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 Situation Analysis 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 Situation Analysis project with this in-depth Situation Analysis Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Situation Analysis 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 Situation Analysis 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 Situation Analysis investments work better.

This Situation Analysis 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.