Save time, empower your teams and effectively upgrade your processes with access to this practical Operational Technology Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Operational Technology 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 Operational Technology specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Operational Technology 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 695 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Operational Technology improvements can be made.
Examples; 10 of the 695 standard requirements:
- Which criteria are used to determine which projects are going to be pursued or discarded?
- What trouble can we get into?
- What are the key input variables? What are the key process variables? What are the key output variables?
- What sources do you use to gather information for a Operational Technology study?
- Is Supporting Operational Technology documentation required?
- Is the team equipped with available and reliable resources?
- Risk events: what are the things that could go wrong?
- At what point will vulnerability assessments be performed once Operational Technology is put into production (e.g., ongoing Risk Management after implementation)?
- Is there regularly 100% attendance at the team meetings? If not, have appointed substitutes attended to preserve cross-functionality and full representation?
- Is the scope of Operational Technology 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 Operational Technology book in PDF containing 695 requirements, which criteria correspond to the criteria in…
Your Operational Technology 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 Operational Technology Self-Assessment and Scorecard you will develop a clear picture of which Operational Technology 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 Operational Technology 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 Operational Technology projects with the 62 implementation resources:
- 62 step-by-step Operational Technology Project Management Form Templates covering over 6000 Operational Technology project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Audit: Is there an overall mission for the procurement function/unit and is it determined which tasks the procurement function/unit should carry out?
- Activity Cost Estimates: Performance bond should always provide what part of the contract value?
- Cost Management Plan: Have all involved Operational Technology project stakeholders and work groups committed to the Operational Technology project?
- Procurement Audit: Does the strategy ensure that the best supplier is chosen considering: price, quality, service, dependable operation, internal operation costs, life time operation costs and codes of ethic?
- Schedule Management Plan: Are schedule performance measures defined including pre-set triggers for specific actions?
- Team Operating Agreement: Do you use a parking lot for any items that are important but outside of the agenda?
- Closing Process Group: What were things that you did well, but could improve, and how?
- Change Management Plan: What prerequisite knowledge or training is required?
- Activity Duration Estimates: Are processes defined to monitor Operational Technology project cost and schedule variances?
- Initiating Process Group: Are you properly tracking the progress of the Operational Technology project and communicating the status to stakeholders?
Step-by-step and complete Operational Technology Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Operational Technology project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Operational Technology project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Operational Technology 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 Operational Technology 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 Operational Technology 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 Operational Technology project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Operational Technology project with this in-depth Operational Technology Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Operational Technology 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 Operational Technology 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 Operational Technology investments work better.
This Operational Technology 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.