Transformation Goals Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Govern Transformation Goals: actively lead the development process by participating in formal and informal review at all stages of the SDLC to provide input on functional requirements, product designs, schedules, potential problems, quality, or mitigate risks.

More Uses of the Transformation Goals Toolkit:

  • Drive Performance Management of partners through monthly/quarterly review to review overall business performance across your organization and to measure against partners Transformation Goals and business plan.

  • Manage work with application teams with Digital Transformation Goals and provide cloud deployment orchestration, automation, and security Configuration Management expertise.

  • Devise Transformation Goals: work toward resolving business and program needs with Business Transformation initiatives supported by Executive Stakeholders.

  • Ensure you shape; implemented Performance Tuning in Informatica Mappings by identifying the bottlenecks and implemented effective transformation Logic.

  • Ensure the team is implementing projects in alignment with the Outreach methodology with a core focus on customer transformation and long term adoption.

  • Ensure your operation complies; partners with project stakeholders and sponsors to determine Process Transformation objectives and targeted outcomes for each project.

  • Secure that your design coordinates the scheduling, receipt and transfer of data from / to third parties and internal sources; ensuring appropriate transformation into appropriate databases.

  • Ensure you coach; lead internal and client teams to drive transformation programs around Business Analytics, Big Data and Cloud Solutions, Data Warehousing, Visual Stories, Predictive Analytics, and Data Governance.

  • Assure your organization develops and executes organizational Disaster Recovery strategies and activities to enable successful implementation of information technology initiatives and Business Transformation programs.

  • Ensure you have ever wanted to be part of developing technology strategy and driving Business Transformation at the same time.

  • Ensure you involve; lead technology aspect of Digital Transformation and collaborate with broader stakeholders on Organizational Change capabilities, and helping clients transform into digital enterprises that continue to develop and innovate with speed, at scale.

  • Change Management; use Change Management strategies to drive transformation of the Salesforce.

  • Secure that your planning provides interface design (Data Mapping, translation, and transformation specifications) and architectural guidance for new and existing integration projects.

  • Evaluate, identify and support Cloud and Digital Enablement processes, technologies and tools to support Digital Transformation and business functions.

  • Devise Transformation Goals: regularly facilitate efficient, effective practice improvement meetings with the practice to monitor, present, and consider progress on the transformation action plan and achievement in milestones.

  • Arrange that your organization promotes change orientation through frequent communication with the purpose of transformation of thE Business and translation into specific goals and plans.

  • Support implementation leads to communicate value add Digital Transformation capabilities with identified Cost Savings for addition to proposal bids.

  • Enable cloud transformation develop long term Cloud Strategy with the partner, identify and develop specific opportunities and supporting Business Cases, manage issues and risks.

  • Lead internal and client teams to drive transformation programs around Business Analytics, Big Data and Cloud Solutions, Data Warehousing, Visual Stories, Predictive Analytics, and Data Governance.

  • Maximize from partnering with brands in need of transformation to startups in need of formation, more than an advertising organization to your clients.

  • Systematize Transformation Goals: strategy and transformation lead innovation and design office.

  • Set requirements for documenting client and system specific Data Mapping needs, transformation rules, and any Business Rules related intelligence.

  • Provide expert advice and consultation to Executive Management, internal departments and outside organizations to identify and research outstanding Transformation Data Governance issues.

  • Ensure you gain; lead Digital Customer transformation efforts by developing the strategy and integration plan for offline and online Campaign Management.

  • Lead technology aspect of Digital Transformation and collaborate with broader stakeholders on Organizational Change capabilities, and helping clients transform into digital enterprises that continue to develop and innovate with speed, at scale.

  • Audit Transformation Goals: team member in engagement teams consisting of transformation managers, transformation analysts and support staff.

  • Ensure you reconcile; lead Business Analysts enable the transformation and Performance Improvement of an enterprise or its parts, with respect to people, process and technology, by providing relevant capabilities, assets (human and non human), processes and tools.

  • Execute engagements at Financial Services organizations as part of complex change and transformation initiatives to address key changes impacting the Payments industry.

  • Drive standardization in People and Culture organization in order to enable transformation toward digitalization, challenging existing processes and championing Continuous Improvement.

  • Supervise Transformation Goals: organization transformation and Productivity Improvements is engaged to transform thE Business through change.

  • Ensure your business establishes quality guidelines and key milestones for each project based on project goals outlined in the work plan.

  • Be accountable for implementing creative approaches to Software Testing that accelerate Software Development.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What does your signature ensure?

  2. Ask yourself: how would you do this work if you only had one staff member to do it?

  3. Which issues are too important to ignore?

  4. Scope of sensitive information?

  5. What is the total cost related to deploying Transformation Goals, including any consulting or professional services?

  6. Do you have a flow diagram of what happens?

  7. What scope to assess?

  8. What is the scope of Transformation Goals?

  9. Is the scope clearly documented?

  10. Is the scope of Transformation Goals defined?

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

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

  • 62 step-by-step Transformation Goals Project Management Form Templates covering over 1500 Transformation Goals 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 Transformation Goals project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Transformation Goals Project Team have enough people to execute the Transformation Goals 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 Transformation Goals 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 Transformation Goals Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Transformation Goals 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 Transformation Goals 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 Transformation Goals investments work better.

This Transformation Goals 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.