Save time, empower your teams and effectively upgrade your processes with access to this practical Business Operating System Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Business Operating System related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Business Operating System specific requirements:

STEP 1: Get your bearings

Start with…

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

Examples; 10 of the standard requirements:

  1. Whats the best design framework for Business Operating System organization now that, in a post industrial-age if the top-down, command and control model is no longer relevant?

  2. What are the stakeholder objectives to be achieved with Business Operating System?

  3. What are the Key enablers to make this Business Operating System move?

  4. Are pertinent alerts monitored, analyzed and distributed to appropriate personnel?

  5. Have the problem and goal statements been updated to reflect the additional knowledge gained from the analyze phase?

  6. Who will be responsible for deciding whether Business Operating System goes ahead or not after the initial investigations?

  7. Do you know what you are doing? And who do you call if you don’t?

  8. What should a proof of concept or pilot accomplish?

  9. Are you satisfied with your current role? If not, what is missing from it?

  10. Who, on the executive team or the board, has spoken to a customer recently?

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 Business Operating System book in PDF containing requirements, which criteria correspond to the criteria in…

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

  • 62 step-by-step Business Operating System Project Management Form Templates covering over 6000 Business Operating System project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Human Resource Management Plan: How do you determine what key skills and talents are needed to meet the objectives. Is the company primarily focused on a specific industry?
  2. Probability and Impact Assessment: What are the current or emerging trends of culture?
  3. Cost Management Plan: Change types and category – What are the types of changes and what are the techniques to report and control changes?
  4. Cost Management Plan: Have all documents been archived in a Business Operating System project repository for each release?
  5. WBS Dictionary: Are estimates of costs at completion generated in a rational, consistent manner?
  6. Cost Management Plan: Is Business Operating System project status reviewed with the steering and executive teams at appropriate intervals?
  7. Human Resource Management Plan: Are Business Operating System project leaders committed to this Business Operating System project full time?
  8. Scope Management Plan: Are staffing resource estimates sufficiently detailed and documented for use in planning and tracking the Business Operating System project?
  9. Risk Management Plan: Workarounds are determined during which step of risk management?
  10. WBS Dictionary: Are retroactive changes to BCWS and BCWP prohibited except for correction of errors or for normal accounting adjustments?

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

1.0 Initiating Process Group:

  • 1.1 Business Operating System project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Business Operating System 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 Business Operating System 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 Business Operating System investments work better.

This Business Operating System All-Inclusive Toolkit enables You to be that person:

 

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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.