Theory Of Constraints Toolkit

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Provide tools and methods to analyze and assess program activities and initiatives, projected results, participant engagement, actual outcomes, and overall effectiveness of the supported teams, measures, metrics, and risk factors to aid Decision Making, Program Management, and action planning.

More Uses of the Theory Of Constraints Toolkit:

  • Ensure you assess; build skills and understanding in others to be able to identify, analyze, understand and act upon defects and losses (build Root Cause Analysis and Lean Thinking skills and principles into others so that it is just the way you think, problem solve and manage).

  • Ensure your planning supports the development and implementation of Projects Portfolio aligned with Project Management, Operational Excellence, Knowledge Transfer, Capital and Site Strategy plans.

  • Be certain that your planning enforces compliance and drive accountability with organization policies, procedures, and operational standards by effectively communicating expectations and changes to teams.

  • Drive change across your organization; through analyzing existing Business Processes using various methods as Gap Analysis or PDCA (Plan Do Check Act).

  • Manage work with team to develop validation execution strategies with a focus on defining intended use and measuring Process Capability against critical quality acceptance criteria.

  • Manage work with pricing infrastructure, billing, commercial, it and local site personnel to resolve pricing issues and provide feedback, education and training regarding pricing and pricing systems to all customers.

  • Ensure you understand the difference between mercenary and missionary Engineering teams, and set the direction at the top to ensure the latter is happening throughout your organization.

  • Drive/lead/coordinate/facilitate strategy, roadmap and Release Planning, dependency mapping, backLog Management and execution of initiatives and features that span platforms, product groups, products, services, it, legal, compliance, etc.

  • Become involved in developing, mentoring, coaching or leading others by developing training programs for effective lean tools use and Kaizen methodologies execution.

  • Establish and sustain positive employee environment through effective communications with all employees in order to foster an environment where innovation and cooperation are used to solve problems.

  • Be accountable for supporting the Digital Transformation initiative and Cloud Strategy by designing and implementing cloud migrations and services as part of an dedicated team of engineers.

  • Develop and maintain material requirement plans to ensure uninterrupted supply of assigned materials while minimizing investment, minimizing material obsolescence and minimizing material write off.

  • Identify and evaluate opportunities and develop improvement to quality processes, Production Processes, layout, Process Flows, utilization and packaging material usage.

  • Establish effective communications with suppliers and carriers concerning shipping/routing instructions that provide timely and economical material deliveries.

  • Assure your organization understands and has utilized Continuous Improvement tools; as, lean, Theory Of Constraints, Value Stream Mapping, Root Cause Analysis, and/or Six Sigma.

  • Support Professional Development of yous in the group to stay in tune with Industry Trends, extend your organization of the art and enhance the groups technical depth and breadth.

  • Engage in Capacity Management during Sales and Operations Planning, master scheduling, materials requirements planning, and production activity control.

  • Ensure you liaise; lead/facilitate brainstorming sessions to identify problems, perform Root Cause Analysis, and develop potential solutions at product and platform level.

  • Collaborate with manufacturing and other related departments to clarify gaps in schedule attainment and actual while promoting corrective measures to recover the schedule.

  • Make sure that your organization participates in the Decision Making process surrounding the design, procurement, and implementation of new equipment, facilities, and Manufacturing Processes.

  • Be accountable for contributing to a high performing team that delivers consumable, standardized Hybrid Cloud Infrastructure Services and solutions (resilient, high quality, highly automated and up to date).

  • Drive supply base Performance Improvement by implementing strategies to improve delivery, reduce lead times, and effectively manage overall procurement and optimized inventory.

  • Audit: detail planning and maintenance throughout the programs lifecycle that incorporates contractual and programmatic changes into the IMS in order to maintain realistic, current contract schedule baselines.

  • Establish that your enterprise coordinates production activities with procurement, maintenance, and Quality Control activities to obtain optimum production and utilization of Human Resources, machines, and equipment.

  • Collaborate with Production Control and Manufacturing Engineering teams to identify and resolve ready work constraints that are impeding critical path flow of operations.

  • Be able to quickly identify capability gaps, identify plausible solutions, develop prototypes and implement new functionality based on Business Needs.

  • Collaborate with engineering, Program Management, Supply Chain, manufacturing, quality and test personnel to build, communicate and maintain execution plans that meet internal milestones and customer On Time Delivery dates.

  • Confirm your organization utilizes process data and metrics to identify Business Process challenges and recommends innovative solutions for improving operation efficiency and effectiveness.

  • Prepare, review, and critique production and operating reports to resolve operational, manufacturing, and maintenance problems allowing for the prevention of operational delays and cost avoidance.

  • Evaluate factors as reporting formats, cost constraints, and need for security restrictions to determine appropriate hardware and/or software configuration.


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 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 Theory Of Constraints improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What prevents you from making the changes you know will make you a more effective Theory Of Constraints leader?

  2. Does a good decision guarantee a good outcome?

  3. For decision problems, how do you develop a decision statement?

  4. What are the long-term Theory Of Constraints goals?

  5. How can you become the company that would put you out of business?

  6. Who is on the team?

  7. What happens at your organization when people fail?

  8. What Theory Of Constraints data will be collected?

  9. What are the costs of reform?

  10. Why is Theory Of Constraints important for you now?

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 994 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. 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 Theory Of Constraints project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Theory Of Constraints Project Team have enough people to execute the Theory Of Constraints 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 Theory Of Constraints 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 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.