Target operating model Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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"I made great friends in my organization and now work with the lead and business team to create the Target Operating Model, Processes, Procedures and Application security. My team drives process redesign strategies aimed at achieving the TOM. I'm responsible for designing and implementing our organizations Target operating model design and deliver Operational support in transition/transformation to a new target operating state. I have to pull together target operating model options, assess and gap against the current state, develop recommendations, roadmap and build the business case. So my key focus area is designing and rolling out new target operating models, and ensure compliance of the overall processes, making certain that delivery of the Target Operating Model is a priority, and I know I’m doing a good job."

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Target Operating Model 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 981 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Target Operating Model improvements can be made.

Examples; 10 of the 981 standard requirements:

  1. To what extent do you expect your organizations digital business strategy, including business models, designs and technology, to impact your organizations enterprise architecture discipline and deliverables over the next two years?

  2. How will you describe the technology, secret sauce, or magic behind your product or service. The less text and the more diagrams, schematics and flowcharts the better. What do you have that makes your better?

  3. Do you perform a regular assessment of the overall key pieces of the application portfolio and how they fit with your organizations strategy. Can the portfolio support today and tomorrows business models?

  4. Are your organizations business model, and its ability to create and sustain value in the short, medium and long term, appropriate as central themes for the future direction of reporting?

  5. What is the governance model that will addresses investment priorities, funding mechanisms, portfolio effectiveness, service levels for share services, and adherence/compliance actions?

  6. Are rights and obligations of tax officials and taxpayers, tax penalties and appeal procedures contained in guides available to businesses, advisors, tax officials and to the public?

  7. What are the metrics and indicators that measure the effectiveness of the operating model. What are the most relevant metrics for measuring the effectiveness of your operating model?

  8. From the IT angle: what do you have to put in place in terms of an operating model and functionality to evolve and support an Enterprise deployment of robotic process automation?

  9. Do you have a structured process for linking your enterprises vision and business model to your strategic planning of your supplier network design and management activities?

  10. How do you lead your organization to immerse key employees in leading-edge platform trends that enable competitiveness, innovation and the transition to new business models?


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 Target Operating Model book in PDF containing 981 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Target Operating Model Project Management Form Templates covering over 1500 Target Operating Model project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Quality Management Plan: Is the steering committee active in Target Operating Model project oversight?

  2. WBS Dictionary: Are estimates developed by Target Operating Model project personnel coordinated with the already stated responsible for overall management to determine whether required resources will be available according to revised planning?

  3. Stakeholder Management Plan: Have Target Operating Model project team accountabilities & responsibilities been clearly defined?

  4. Activity Duration Estimates: What distinguishes one organization from another in this area?

  5. Risk Audit: Does your organization communicate regularly and effectively with its members?

  6. Project or Phase Close-Out: What information did each stakeholder need to contribute to the Target Operating Model projects success?

  7. Planning Process Group: Is the Target Operating Model project supported by national and/or local organizations?

  8. Team Operating Agreement: What are the safety issues/risks that need to be addressed and/or that the team needs to consider?

  9. Quality Management Plan: How does your organization determine the requirements and product/service features important to customers?

  10. Procurement Audit: Are order quantities, deliveries and payment levels under the contract monitored by an appropriate official?

 
Step-by-step and complete Target Operating Model Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Target Operating Model project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Target Operating Model 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 Target Operating Model 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 Target Operating Model investments work better.

This Target Operating Model 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    I really like the format. Simple but quite powerful. I will make sure to share my views with Amazon. Thanks again.

    Posted by CARL M. on 5th Sep 2018

    CARL M. Senior Solutions Architect

  • 5
    This is great!

    Posted by GREG C, on 5th Sep 2018

    GREG C. CEO Managed Service Provider

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 4th Sep 2018

    DAVIN B. Systems Manager

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 3rd Sep 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 5
    Hi everybody, The book is amazing, I will read it deeper during my next holidays. Thanks and regards

    Posted by Diego P. on 3rd Sep 2018

    Diego P. Head of BDA Business Unit

  • 5
    Thank you so much for a great tool!

    Posted by Kristy M. on 2nd Sep 2018

    Kristy M. Project Manager

  • 5
    Thank you for providing these valuable resources.

    Posted by HANS D. on 4th Aug 2018

    HANS D. Integration & Solution Architect

  • 5
    ctmfile.com

    Posted by ctmfile.com on 3rd Aug 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 5
    Congrats! Very cool!

    Posted by Caryn B. on 3rd Aug 2018

    Caryn B. Vice President Production