Theory Of Constraints Toolkit

Downloadable Resources, Instant Access

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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Theory Of Constraints 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 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Theory Of Constraints improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. Who is the staff person responsible for implementing the specific change successfully - who has the commitment, authority, influence, and time to assure implementation, to remove barriers to change?

  2. Do you ask sales functions in various tiers of the chain to identify key rules of participation i.e. what standards do you have to achieve in order to make yourself a lead supplier/ customer?

  3. What are the cost implications of attempting to specify the impact of logistics operations on the value of the customers organization as well as on the value of suppliers own stock price?

  4. The first step is to identify the tasks that make up the process, and the basic flows of information between them. The map will establish the topology of the value stream: Is it linear?

  5. What economic mechanisms and policies facilitate moving up the value chain (i.e. to create larger value-added by engaging in more technology and knowledge-intensive activities)?

  6. Does your organization have an attractive Employer Value Proposition, a strong argument why the types of candidates you need should choose to work for your organization?

  7. When you put on your lean thinking lenses and look at any manufacturing process the first question you should ask is: what does the customer want from this process?

  8. If the process were improved by applying lean concepts and tools, what would the future state of the process look like and how do you anticipate it would perform?

  9. Functions and processes define your organizations value chain is organized. How can processes be harmonized / streamlined across locations and/or business units?

  10. How and to what extent does integrated reporting influence the consideration of the material impacts of the business across the entire value chain?

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 Theory Of Constraints book in PDF containing 996 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Theory Of Constraints Project Management Form Templates covering over 1500 Theory Of Constraints project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Human Resource Management Plan: Are the schedule estimates reasonable given the Theory Of Constraints project?

  2. Stakeholder Management Plan: Have all involved stakeholders and work groups committed to the Theory Of Constraints project?

  3. Cost Management Plan: Do all stakeholders know how to access this repository and where to find the Theory Of Constraints project documentation?

  4. Stakeholder Management Plan: Does the business case include how the Theory Of Constraints project aligns with your organizations strategic goals & objectives?

  5. Scope Management Plan: Are cause and effect determined for risks when they occur?

  6. Activity Duration Estimates: How do you enter durations, link tasks, and view critical path information?

  7. Cost Management Plan: Is documentation created for communication with the suppliers and Vendors?

  8. Quality Management Plan: You know what your customers expectations are regarding this process?

  9. Stakeholder Management Plan: What conditions make using three-point estimating justifiable?

  10. Quality Audit: How does your organization know that its quality of teaching is appropriately effective and constructive?

Step-by-step and complete Theory Of Constraints Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Theory Of Constraints project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Theory Of Constraints 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 Theory Of Constraints 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 Theory Of Constraints investments work better.

This Theory Of Constraints 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.