Undergoing Transformation A Complete Guide - 2020 Edition

By Gerardus Blokdyk

How effective are your organizational change management activities? Who do employees turn to for help? Will you replicate the existing data as is or transform it during migration? Is the progress of enterprise transformation being controlled through systematic benefit management? Does anybody know how agile transformation actually works?

This instant Undergoing Transformation self-assessment will make you the credible Undergoing Transformation domain expert by revealing just what you need to know to be fluent and ready for any Undergoing Transformation challenge.

How do I reduce the effort in the Undergoing Transformation work to be done to get problems solved? How can I ensure that plans of action include every Undergoing Transformation task and that every Undergoing Transformation outcome is in place? How will I save time investigating strategic and tactical options and ensuring Undergoing Transformation costs are low? How can I deliver tailored Undergoing Transformation advice instantly with structured going-forward plans?

There’s no better guide through these mind-expanding questions than acclaimed best-selling author Gerard Blokdyk. Blokdyk ensures all Undergoing Transformation essentials are covered, from every angle: the Undergoing Transformation self-assessment shows succinctly and clearly that what needs to be clarified to organize the required activities and processes so that Undergoing Transformation outcomes are achieved.

Contains extensive criteria grounded in past and current successful projects and activities by experienced Undergoing Transformation practitioners. Their mastery, combined with the easy elegance of the self-assessment, provides its superior value to you in knowing how to ensure the outcome of any efforts in Undergoing Transformation are maximized with professional results.

Your purchase includes access details to the Undergoing Transformation self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows you exactly what to do next. Your exclusive instant access details can be found in your book. You will receive the following contents with New and Updated specific criteria:

- The latest quick edition of the book in PDF

- The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

- The Self-Assessment Excel Dashboard

- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

- In-depth and specific Undergoing Transformation Checklists

- Project management checklists and templates to assist with implementation

INCLUDES LIFETIME SELF ASSESSMENT 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.

• Language: English
• Publisher: 5STARCooks
• Release date: Sep 6, 2019
• ISBN: 9780655966203

Book preview

Undergoing Transformation

Complete Self-Assessment Guide

The guidance in this Self-Assessment is based on Undergoing Transformation best practices and standards in business process architecture, design and quality management. The guidance is also based on the professional judgment of the individual collaborators listed in the Acknowledgments.

Notice of rights

You are licensed to use the Self-Assessment contents in your presentations and materials for internal use and customers without asking us - we are here to help.

All rights reserved for the book itself: this book may not be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher.

The information in this book is distributed on an As Is basis without warranty. While every precaution has been taken in the preparation of he book, neither the author nor the publisher shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the products described in it.

Trademarks

Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and the publisher was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book.

Copyright © by The Art of Service

http://theartofservice.com

[e-mail]

About The Art of Service

The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.

Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

Unless you’re talking a one-time, single-use project, 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?’

With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.

Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:

http://theartofservice.com

[e-mail]

Included Resources - how to access

Included with your purchase of the book is the Undergoing Transformation Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.

How? Simply send an email to

[e-mail]

with this books’ title in the subject to get the Undergoing Transformation Self Assessment Tool right away.

You will receive the following contents with New and Updated specific criteria:

•The latest quick edition of the book in PDF

•The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

•The Self-Assessment Excel Dashboard, and...

•Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

•In-depth specific Checklists covering the topic

•Project management checklists and templates to assist with implementation

INCLUDES LIFETIME SELF ASSESSMENT 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.

Get it now- you will be glad you did - do it now, before you forget.

Send an email to [e-mail] with this books’ title in the subject to get the Undergoing Transformation Self Assessment Tool right away.

Purpose of this Self-Assessment

This Self-Assessment has been developed to improve understanding of the requirements and elements of Undergoing Transformation, based on best practices and standards in business process architecture, design and quality management.

It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.

The criteria of requirements and elements of Undergoing Transformation have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.

In this format, even with limited background knowledge of Undergoing Transformation, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.

How to use the Self-Assessment

On the following pages are a series of questions to identify to what extent your Undergoing Transformation initiative is complete in comparison to the requirements set in standards.

To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.

1 Strongly Disagree

2 Disagree

3 Neutral

4 Agree

5 Strongly Agree

Read the question and rate it with the following in front of mind:

‘In my belief,

the answer to this question is clearly defined’.

There are two ways in which you can choose to interpret this statement;

1.how aware are you that the answer to the question is clearly defined

2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.

A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.

After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Undergoing Transformation Scorecard on the second next page of the Self-Assessment.

Your completed Undergoing Transformation Scorecard will give you a clear presentation of which Undergoing Transformation areas need attention.

Undergoing Transformation

Scorecard Example

Example of how the finalized Scorecard can look like:

Undergoing Transformation

Scorecard

Your Scores:

BEGINNING OF THE

SELF-ASSESSMENT:

Table of Contents

About The Art of Service12

Included Resources - how to access12

Purpose of this Self-Assessment14

How to use the Self-Assessment15

Undergoing Transformation

Scorecard Example17

Undergoing Transformation

Scorecard18

BEGINNING OF THE

SELF-ASSESSMENT:19

CRITERION #1: RECOGNIZE20

CRITERION #2: DEFINE:28

CRITERION #3: MEASURE:40

CRITERION #4: ANALYZE:51

CRITERION #5: IMPROVE:68

CRITERION #6: CONTROL:78

CRITERION #7: SUSTAIN:90

Undergoing Transformation and Managing Projects, Criteria for Project Managers:142

1.0 Initiating Process Group: Undergoing Transformation143

1.1 Project Charter: Undergoing Transformation145

1.2 Stakeholder Register: Undergoing Transformation147

1.3 Stakeholder Analysis Matrix: Undergoing Transformation148

2.0 Planning Process Group: Undergoing Transformation150

2.1 Project Management Plan: Undergoing Transformation153

2.2 Scope Management Plan: Undergoing Transformation155

2.3 Requirements Management Plan: Undergoing Transformation157

2.4 Requirements Documentation: Undergoing Transformation159

2.5 Requirements Traceability Matrix: Undergoing Transformation161

2.6 Project Scope Statement: Undergoing Transformation163

2.7 Assumption and Constraint Log: Undergoing Transformation166

2.8 Work Breakdown Structure: Undergoing Transformation168

2.9 WBS Dictionary: Undergoing Transformation170

2.10 Schedule Management Plan: Undergoing Transformation172

2.11 Activity List: Undergoing Transformation174

2.12 Activity Attributes: Undergoing Transformation176

2.13 Milestone List: Undergoing Transformation178

2.14 Network Diagram: Undergoing Transformation180

2.15 Activity Resource Requirements: Undergoing Transformation182

2.16 Resource Breakdown Structure: Undergoing Transformation184

2.17 Activity Duration Estimates: Undergoing Transformation186

2.18 Duration Estimating Worksheet: Undergoing Transformation189

2.19 Project Schedule: Undergoing Transformation191

2.20 Cost Management Plan: Undergoing Transformation193

2.21 Activity Cost Estimates: Undergoing Transformation195

2.22 Cost Estimating Worksheet: Undergoing Transformation197

2.23 Cost Baseline: Undergoing Transformation199

2.24 Quality Management Plan: Undergoing Transformation201

2.25 Quality Metrics: Undergoing Transformation203

2.26 Process Improvement Plan: Undergoing Transformation205

2.27 Responsibility Assignment Matrix: Undergoing Transformation207

2.28 Roles and Responsibilities: Undergoing Transformation209

2.29 Human Resource Management Plan: Undergoing Transformation211

2.30 Communications Management Plan: Undergoing Transformation213

2.31 Risk Management Plan: Undergoing Transformation215

2.32 Risk Register: Undergoing Transformation217

2.33 Probability and Impact Assessment: Undergoing Transformation219

2.34 Probability and Impact Matrix: Undergoing Transformation221

2.35 Risk Data Sheet: Undergoing Transformation223

2.36 Procurement Management Plan: Undergoing Transformation225

2.37 Source Selection Criteria: Undergoing Transformation227

2.38 Stakeholder Management Plan: Undergoing Transformation229

2.39 Change Management Plan: Undergoing Transformation231

3.0 Executing Process Group: Undergoing Transformation233

3.1 Team Member Status Report: Undergoing Transformation235

3.2 Change Request: Undergoing Transformation237

3.3 Change Log: Undergoing Transformation239

3.4 Decision Log: Undergoing Transformation241

3.5 Quality Audit: Undergoing Transformation243

3.6 Team Directory: Undergoing Transformation246

3.7 Team Operating Agreement: Undergoing Transformation248

3.8 Team Performance Assessment: Undergoing Transformation250

3.9 Team Member Performance Assessment: Undergoing Transformation252

3.10 Issue Log: Undergoing Transformation254

4.0 Monitoring and Controlling Process Group: Undergoing Transformation256

4.1 Project Performance Report: Undergoing Transformation258

4.2 Variance Analysis: Undergoing Transformation260

4.3 Earned Value Status: Undergoing Transformation262

4.4 Risk Audit: Undergoing Transformation264

4.5 Contractor Status Report: Undergoing Transformation266

4.6 Formal Acceptance: Undergoing Transformation268

5.0 Closing Process Group: Undergoing Transformation270

5.1 Procurement Audit: Undergoing Transformation272

5.2 Contract Close-Out: Undergoing Transformation275

5.3 Project or Phase Close-Out: Undergoing Transformation277

5.4 Lessons Learned: Undergoing Transformation279

Undergoing Transformation and Managing Projects, Criteria for Project Managers:281

1.0 Initiating Process Group: Undergoing Transformation282

1.1 Project Charter: Undergoing Transformation284

1.2 Stakeholder Register: Undergoing Transformation286

1.3 Stakeholder Analysis Matrix: Undergoing Transformation287

2.0 Planning Process Group: Undergoing Transformation289

2.1 Project Management Plan: Undergoing Transformation291

2.2 Scope Management Plan: Undergoing Transformation293

2.3 Requirements Management Plan: Undergoing Transformation295

2.4 Requirements Documentation: Undergoing Transformation297

2.5 Requirements Traceability Matrix: Undergoing Transformation299

2.6 Project Scope Statement: Undergoing Transformation301

2.7 Assumption and Constraint Log: Undergoing Transformation303

2.8 Work Breakdown Structure: Undergoing Transformation305

2.9 WBS Dictionary: Undergoing Transformation307

2.10 Schedule Management Plan: Undergoing Transformation309

2.11 Activity List: Undergoing Transformation311

2.12 Activity Attributes: Undergoing Transformation313

2.13 Milestone List: Undergoing Transformation315

2.14 Network Diagram: Undergoing Transformation317

2.15 Activity Resource Requirements: Undergoing Transformation319

2.16 Resource Breakdown Structure: Undergoing Transformation321

2.17 Activity Duration Estimates: Undergoing Transformation323

2.18 Duration Estimating Worksheet: Undergoing Transformation325

2.19 Project Schedule: Undergoing Transformation327

2.20 Cost Management Plan: Undergoing Transformation329

2.21 Activity Cost Estimates: Undergoing Transformation331

2.22 Cost Estimating Worksheet: Undergoing Transformation333

2.23 Cost Baseline: Undergoing Transformation335

2.24 Quality Management Plan: Undergoing Transformation337

2.25 Quality Metrics: Undergoing Transformation339

2.26 Process Improvement Plan: Undergoing Transformation341

2.27 Responsibility Assignment Matrix: Undergoing Transformation343

2.28 Roles and Responsibilities: Undergoing Transformation345

2.29 Human Resource Management Plan: Undergoing Transformation347

2.30 Communications Management Plan: Undergoing Transformation349

2.31 Risk Management Plan: Undergoing Transformation351

2.32 Risk Register: Undergoing Transformation353

2.33 Probability and Impact Assessment: Undergoing Transformation355

2.34 Probability and Impact Matrix: Undergoing Transformation357

2.35 Risk Data Sheet: Undergoing Transformation359

2.36 Procurement Management Plan: Undergoing Transformation361

2.37 Source Selection Criteria: Undergoing Transformation363

2.38 Stakeholder Management Plan: Undergoing Transformation365

2.39 Change Management Plan: Undergoing Transformation367

3.0 Executing Process Group: Undergoing Transformation369

3.1 Team Member Status Report: Undergoing Transformation371

3.2 Change Request: Undergoing Transformation373

3.3 Change Log: Undergoing Transformation375

3.4 Decision Log: Undergoing Transformation377

3.5 Quality Audit: Undergoing Transformation379

3.6 Team Directory: Undergoing Transformation382

3.7 Team Operating Agreement: Undergoing Transformation384

3.8 Team Performance Assessment: Undergoing Transformation386

3.9 Team Member Performance Assessment: Undergoing Transformation388

3.10 Issue Log: Undergoing Transformation390

4.0 Monitoring and Controlling Process Group: Undergoing Transformation392

4.1 Project Performance Report: Undergoing Transformation394

4.2 Variance Analysis: Undergoing Transformation396

4.3 Earned Value Status: Undergoing Transformation398

4.4 Risk Audit: Undergoing Transformation400

4.5 Contractor Status Report: Undergoing Transformation402

4.6 Formal Acceptance: Undergoing Transformation404

5.0 Closing Process Group: Undergoing Transformation406

5.1 Procurement Audit: Undergoing Transformation408

5.2 Contract Close-Out: Undergoing Transformation410

5.3 Project or Phase Close-Out: Undergoing Transformation412

5.4 Lessons Learned: Undergoing Transformation414

Index416

CRITERION #1: RECOGNIZE

INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.

In my belief, the answer to this question is clearly defined:

5 Strongly Agree

4 Agree

3 Neutral

2 Disagree

1 Strongly Disagree

1. As a sponsor, customer or management, how important is it to meet goals, objectives?

<--- Score

2. How do you know if you need to launch a growth transformation?

<--- Score

3. Does your organization have the right capabilities in place to successfully identify, design, and implement Transformations?

<--- Score

4. What problems did you encounter?

<--- Score

5. Will you ever need to do anything to transform a relation into 1NF?

<--- Score

6. How should business leaders approach the issues of job transformation and displacement?

<--- Score

7. Are you actively using change program reports to identify ways to support