Save time, empower your teams and effectively upgrade your processes with access to this practical Business Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Business Planning 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 Business Planning specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Business Planning 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 704 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 Planning improvements can be made.
Examples; 10 of the 704 standard requirements:
- It’s important to reach your customers. Every business, if wise, will have a promotion and advertising plan. You need to consider the image you want to project to your customers about your business. Will your business stand out because you are a proven a leader in the service or product industry by providing innovative services or products, or you provide customer confidence by providing high quality Customer Service?
- Good planning means setting the exercise in the proper context and thinking about the institution responsible for planning and what it wants to achieve. what are its mission and/or goals?
- Based on the proposed changes/improvements, estimate the impact this will have on your people count. Will the changes reduce or increase the number of people in the business?
- If you have a retail location, consider the value to your customers: parking, interior spaces, convenient access, etc. is this location consistent with your target customer?
- Given the particular characteristic of the target group, what outreach method is most likely to engender trust in your organization?
- Do you have a plan in place that ensures the services you provide to your target group will be available to them for the long term?
- Is reliable information available for assessing the organizations financial situation, including trends in performance indicators?
- Are you prepared for and comfortable with the business environment, responsibilities and duties the business needs from you?
- What quantities of raw materials should you order so you can meet that level of production, and when should they be ordered?
- How does the board support or strengthen the organizations bigger picture strategic objectives, mission, or core values?
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 Planning book in PDF containing 704 requirements, which criteria correspond to the criteria in…
Your Business Planning 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 Planning Self-Assessment and Scorecard you will develop a clear picture of which Business Planning 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 Planning 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 Planning projects with the 62 implementation resources:
- 62 step-by-step Business Planning Project Management Form Templates covering over 6000 Business Planning project requirements and success criteria:
Examples; 10 of the check box criteria:
- Risk Audit: What expertise do auditors need to generate effective business-level risk assessments, and to what extent do auditors currently possess those attributes?
- Closing Process Group: How well did the chosen processes fit the needs of the Business Planning project?
- Stakeholder Management Plan: Is Business Planning project status reviewed with the steering and executive teams at appropriate intervals?
- Project Scope Statement: Once its defined, what is the stability of the Business Planning project scope?
- Procurement Audit: Does the procurement unit have sound commercial awareness and knowledge of suppliers and the market?
- Procurement Audit: Is the performance of the procurement function/unit benchmarked with other procurement functions/units in the different stages of the procurement process?
- Roles and Responsibilities: Accountabilities: What are the roles and responsibilities of individual team members?
- Stakeholder Register: What opportunities exist to provide communications?
- Probability and Impact Assessment: Is it necessary to deeply assess all Business Planning project risks?
- Process Improvement Plan: The motive is determined by asking, Why do I want to achieve this goal?
Step-by-step and complete Business Planning Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Business Planning project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Business Planning 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 Planning 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 Planning 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 Planning 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 Planning project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Business Planning project with this in-depth Business Planning Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Business Planning 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 Planning 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 Planning investments work better.
This Business Planning 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.