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What is a Management Dashboard?
The term Management Dashboard defines a wide range of data reporting and visualization tools or dashboards that allow using various performance & efficiency measures to report on an enterprise’s ability to organize and coordinate its activities in accordance with certain policies and in achievement of pre-determined objectives. What is a Management Dashboard?
 
 
 
 
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Money Management Action Plan

In this Money Management Action Plan you can read a range of tips and suggestions that will help you manage your money in an effective manner.

Money Management Action Plan
 
 
 
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Process Management Action Plans  

Process Management Action Plans



 
 

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Business Process Hierarchy Action Plan

Business Process Hierarchy Action Plan is composed for business managers who would like to accomplish the following:

  • Drill down through the taxonomy of your process;
  • Hierarchize the internal process matters;

Business Process Performance Action Plan

Business Process Performance Action Plan is made to help the business managers in appropriate execution of their business processes. By using this action plan you can do the following:

 

  • Inspect your business process performance factors;
  • Deploy business process performance controls;
  • Monitor business process practical performance;

Business Process Flowchart Action Plan

Business Process Flowchart Action Plan is created to support the business managers in their efforts to represent their business processes vividly. With a help of this action plan you can do the following:

  • Indicate the start and end points of the business process;
  • Denote normal process flow steps;
  • Link up the process steps and show the direction in which the process flows;
  • And much more…

Business Process Discovery Action Plan

Business Process Discovery Action Plan is made to aid the business managers and their assistants in the following things:

  • Collect and capture information from employees;
  • Try automated process discovery;
  • Prototype a process you have discovered;
  • Walk through your current process and analyze its current state;
  • And much more…

Business Process Design Action Plan

Business Process Design Action Plan is made to help the business managers in their efforts for creating the best possible designs for their business processes. With a help of this action plan you can do the following:

  • Design process purpose and incorporation;
  • Design process products;
  • Design process procedure, methodology and controls;
  • Design process resources;

Process Alignment Action Plan

A company with strategically aligned processes has more chances to succeed because its mission is coherent, goals are clearly stated, employees are highly motivated, and communications are effective. Read this Process Alignment Action Plan to know how to align processes in your organization. The action plan includes the following categories:

  • Establish Right Goals
  • Have a Detailed Plan
  • Develop a Communication Strategy
  • Ensure Employee Involvement
  • Use Feedback

Process Audit Action Plan

This Process Audit Action Plan can be used as a material for process audit training, as it includes procedures to pass and elements to check when auditing a process’s efficiency. Specifically this Process Audit Action Plan embraces the following elements:

  • Process Audit Procedures;
  • Process Audit Check Sheet (Auditing the Process Design, HR, Assets and Documents);

Process Automation Action Plan

You can use this Process Automation Action Plan to get an overview of process automation, learn three key techniques for automating business processes, and read several tips about implementation of automation solutions. The Action Plan includes the next categories:

  • Process Automation Overview.
  • Process Automation Techniques.
  • Process Automation Tips.

Process Change Action Plan

This Process Change Action Plan is created for those business administrators who need to design and implement a business process change. With a help of this action plan you can study the following things:

  1. Overview;
  2. Planning;
  3. Testing and Approving;
  4. Execution and Post-Implementation Actions


Process Compliance Action Plan

The Process Compliance Action Plan will show you what roles and responsibilities are usually assigned to people involved in managing and monitoring process compliance issues and deficiencies. It includes the following categories:

  • Process Compliance: Key Roles and Responsibilities.
  • Issue Management and Remediation.
  • Monitoring and Resolving Compliance Deficiencies.

Process Costing Action Plan

This Process Costing Action Plan is created to support business managers who need to control costs on a process of large-scale manufacturing. By use of this action plan you will learn a method of Process Costing, especially:

  • About Process Costing (what is it and why it is used);
  • Process Costing Algorithm;

Process Control Action Plan

This Process Control Action Plan is designed to help the organizational managers in establishing controls over their business processes in order to make them more manageable and capable of being improved. This Action Plan contains the following sections:

  • Process General Control Establishment;
  • Process Extended Control Establishment;


Process Documentation Action Plan

This Process Documentation Action Plan is composed for business administrators who would like to document their processes to make them more manageable and controllable. This all-round action plan includes:

  • Reasons to create process documentation;
  • What to document at the process;

Process Development Action Plan

If you need to plan some process this Process Development Checklist will be helpful for you. It describes four steps for developing a typical process. Here are categories of the Action Plan:

  • Define process type
  • Set up goals
  • Plan for development
  • Control development


Process Evaluation Action Plan

Process evaluation tools and techniques are widely used to assess efficiency of projects and programmes. This Process Evaluation Action Plan demonstrates five steps for evaluating a project process or a programme. The Action Plan describes the following categories:

  • Process Evaluation Purposes.
  • Process Evaluation Steps.

Process Flow Action Plan

This Process Flow Action Plan gives suggestions on creating process flow diagrams that can be used in project planning and business management. It will be helpful for decision makers involved in planning various business processes and projects. The action plan includes the following categories:

  • Process Flow Overview.
  • Process Flow Chart Development.

Process Hazard Analysis Action Plan

This Process Hazard Analysis Action Plan is a brief guide to securing the working environment of your company. It shows responsibilities to be assigned to managers and employees as well as steps of process hazard analysis. The Action Plan consists of the next categories:

  • Process Hazard Management Responsibilities.
  • Process Hazard Analysis Steps.

Interactive Process Action Plan

This Interactive Process Action Plan is created to support a dialog between the employers & their employees who suffer from health decline or disability. In this action plan you will find:

  • About the Interactive Process;
  • Interactive Process;

Process Improvement Action Plan

This process improvement Action Plan refers to universal principles and techniques employed to streamline business processes on any enterprise. Practice of regular tracking, analyzing and improving your business processes will lead to increasing quality, success rates, and decreasing of costs, so this process improvement Action Plan provides you with process improvement tips on the following:

  • Process improvement principles (principal functions);
  • Process improvement activities (handling and solving problems);
  • Baseline process improvement structure;
  • Process improvement and analyzing techniques;

Process Innovation Action Plan

Process Innovation Action Plan is created to help business owners and managers in researching some fresh opportunities for process reforming, improving and implementing innovative solutions. This plan contains the following options:

  • Seeking innovative opportunities via SWOT;
  • Researching missing links;
  • Considering alternatives;
  • And much more…

Process Integration Action Plan

This Process Integration Action Plan is composed for business executives to help them in making their processes mutually integrated, manageable and consistent. In this action plan you can find the following:

  • Features of Process Integration (reusability, transferring, consolidation of reporting);
  • Process Integration Activity;

Process KPI Action Plan

Process KPI Action Plan is created to help business managers in their efforts to establish controls over their business processes. In this action plan you can find the following:

  • Process KPI Development Algorithm;
  • Structure of the Process;
  • Functioning of the Process;
  • Administration of the Process;

Process Mapping Action Plan

This Process Mapping Action Plan is designed to support business managers and researchers in schematizing their business processes to consider their risks and opportunities for improvement. This action plan comprises the following sections:

  • Describe the process to be mapped;
  • Distinguish the process to be mapped;
  • Compose the process map;


Process Metrics Action Plan

Measuring processes is a common practice of effective process management. This Process Metrics Action Plan explains why follow this practice and what sample metrics can be used. The following categories are included in the action plan:

  • Why Measure Processes (Reasons)
  • What to Reach by Measuring Processes (Goals)
  • Sample Process Metrics

 


Process Modeling Action Plan

This Process Modeling Action Plan can be helpful to everyone who is involved into modeling a business process. In this action plan you will find:

  • Process Modeling Preparation;
  • Business Process Modeling Actions;

Process Monitoring Action Plan

Process Monitoring Action Plan is a guidance allowing you to set up controls over the main areas of a process. With a help of this action plan you can:

  • Monitor Process Performance;
  • Monitor Process Risks;
  • Monitor Process Participants;
  • Monitor Process Organization;
  • Monitor Process Impact;

Process Planning Action Plan

This Process Planning Action Plan will be helpful to people who need establishing well-designed business process at their enterprises. This action plan is about the following:

  • Purpose of the process;
  • Planning elements of the process;
  • Planning inputs and outputs;
  • Planning controls;

Process Problem Solving Action Plan

The following Process Problem Solving Action Plan describes basic steps for managing the procedure of solving process-related problems. It explains how to describe, analyze and solve process-related problems. The action plan includes these categories:

  • Creating Process Profiles
  • Performing Analysis
  • Solving Process Problems

Process Profitability Action Plan

Process Profitability Action Plan is made for business managers who seek to secure, improve and control profitability level of their business processes. With a help of this action plan you can do the following:

  • Process Optimization;
  • Process Control;
  • Process Management;

Process Qualification Action Plan

This Process Qualification Action Plan is created for the process managers who wish to qualify the processes included into creating of their products:

  • Development Qualification;
  • Engineering and Design Qualification;
  • Manufacturing Qualification;

Process Recording Action Plan

The following Process Recording Action Plan explains how to record a process. It will be helpful for people who need to plan, monitor and analyze various processes and activities. The action plan includes these categories:

  • Overview
  • Goals of Recording a Process
  • Preliminary Work
  • Recording a Process
  • Analyzing Process Records

Process Scheduling Action Plan

In this Process Scheduling Action Plan we describe how to carry out the scheduling procedure in six basic steps, including:

  • Plan Activities
  • Sequence Activities
  • Set Dependency
  • Estimate Duration
  • Develop the Schedule
  • Share the Schedule

Process Requirements Gathering Action Plan

You can read this Process Requirements Gathering Action Plan to learn how to collect requirements for a business process. This action plan includes the following categories of tasks:

  • Process Activity Specification
  • Requirement Elicitation Methods
  • Gathering Criteria

Process Specification Action Plan

Process Specification Action Plan is made for those who wish to reach a higher manageability of their business processes. With a help of this action plan you can do the following:

  • Check process specification methods;
  • Review process elements to be specified;
  • Perform actual process specification;

Process Scorecard Action Plan

Process scorecards help manage process performance and plan for improvements through evaluating and analyzing processes by a suite of indicators. In this Process Scorecard Action Plan the following groups of scorecard indicators are described:

  • Impact
  • Performance
  • Efficiency
  • Outcome

Process Safety Management Action Plan

This Process Safety Management Action Plan will be really helpful to everyone who wishes to establish a better anti-hazard and emergency-prevention policy on their enterprises. Specifically it includes the following elements:

  • Process Safety Management Requirements;
  • Process Safety Management Elements;
  • Process Safety Management Guidelines;

Process Sign Off Action Plan

In this Process Sign Off Action Plan you will read on how to carry out the process sign-off procedure in four steps. It will be helpful for project managers and process managers who need to plan for the procedure. The action includes such categories as:

  • List Tasks
  • Design Sign-off Schedule
  • Identify Issues
  • Make Sign-off Sheet


Process Tracing Action Plan

This Process Tracing Action Plan will be helpful to everyone who wishes to figure out causes of a problem in the process performance. With a help of this action plan you will learn the following:

  •  How to formulate a problem to be traced down to its roots;
  • How to consider potential routs of the problem;
  • How to trace a problem down to its routs and resolve;

Process Workflow Action Plan

This Process Workflow Action Plan will be helpful for people responsible for successful planning and implementation of various processes. It explains how to carry out a typical process in three workflow steps, such as:

  • Setting
  • Measuring
  • Analysis

Process Validation Action Plan

Use this Process Validation Action Plan to get an overview of process validation and find out key steps to validating a process. It’ll be helpful for people involved in process compliance and quality assurance. The action plan includes the following categories:

  • Overview.
  • Assemble Validation Team.
  • Plan Validation Activities.
  • Perform Validation.


Business Process Diagram Action Plan

Using diagram as a tool to map out business processes is a general practice that most managers and business owners follow. In this Business Process Diagram Action Plan we explain how to develop a typical diagram of business processes. The action plan comprises the following categories:

  • Develop Process Map
  • Create Process Diagram
  • Do's and Dont's

Business Process Assessment Action Plan

Business Process Assessment Action Plan is created for the business managers to help them in assessment of their business processes to assure their optimal organization and execution. With a help of this action plan you can do the following:

  • Assess Process Team;
  • Assess Process Operations and Performance;
  • Assess Process Products and Services;

Business Process Analysis Action Plan

Business process analysis Action Plan is designed for enterprise supervisors who would like to research if business processes, used within their companies, are properly organized and optimized. This Action Plan includes positions that should be checked when studying efficiency of business process.

The Action Plan consists of the following categories:

  • Define the name and confines of the process
  • Create an Action Plan for achieving goals of the process
  • Set owner of the process
  • Define executers and participants of the process etc.

Business Process Optimization Action Plan

Business process optimization Action Plan is designed for enterprise managers and businessmen who would like to increase productivity and effectiveness of business processes used within their companies. This Action Plan explains what should be ensured in order to obtain proper effectiveness and consistency of business processes.

The Action Plan consists of the following categories:

  • Obtain process consistency
  • Eliminate unnecessary steps of the process
  • Reduce process cycle time etc.

Business Process Review Action Plan

This Business Process Review Action Plan is a brief checklist for those who want to check their business processes for effectiveness and errors. This effective Business Process Review Action Plan comprises the following sections:

  • Business Process Review Tools (Examples);
  • Business Process Review Steps;


Business Process Plan Action Plan

Business Process Plan Action Plan is created to help enterprise managers in documenting the process plans. With a help of this action plan you can do the following:

  • Plan different business process aspects
  • Formalize (document) business process plan

Business Process Presentation Action Plan

Business Process Presentation Action Plan is designed for all enterprise managers who need to represent their processes as newly created or after revision. With a help of this action plan you can do the following:

  • Explain business process mission and scope;
  • Explain how this process is incorporated into body of organization;
  • And much more…

Business Process Cost Reduction Action Plan

If you want to reach cost reduction of your business processes, then you need to figure out what improvement opportunities are available for the processes. In this Business Process Cost Reduction Action Plan you can read about 3 steps that help identify improvement opportunities and reduce process costs. The steps are:

  • Define Process Costs
  • Identify Improvement Opportunities
  • Determine ROI

Business Process Compliance Action Plan

Compliance of business processes makes it possible for an organization to drive operations and activities with minimized risk of failure. It creates a framework for managing business activities in a cost-effective way. Read this Business Process Compliance Action Plan to find out how to:

  • Define Business Process Compliance
  • Reach Business Process Compliance

Business Process Complexity Action Plan

A business process becomes more complex when it includes a greater number of steps involved in process execution and requires more resources, information, funds, and controls. In this Business Process Complexity Action Plan you can find out how to manage complex business processes. The action plan includes these categories:

  • Complexity Metrics
  • Designing Complexity Matrix
  • Managing Complex Processes

Business Process Redesign Action Plan

Business Process Redesign Action Plan is created to help business managers with their efforts for development of a drastically better design for their business processes. With a help of this action plan you can do the following:

  • Motivate and justify the Business Process Redesign (BPR);
  • Prepare for the BPR effort;
  • Plan and develop the BPR project;

Business Process Testing Action Plan

Business Process Testing Action Plan is designed for those managers who wish to inspect their enterprise processes in order of efficiency and workability verification. With a help of this action plan you can accomplish the following:

  • Prepare for the Business Process Testing;
  • Business Process Testing Activities;

Business Process Tracking Action Plan

Process tracking is an attempt to gain insight into current state of business processes running in an organization in order to monitor their performance, analyze any gaps, mitigate risks, and reach optimization. This Business Process Tracking Action Plan explains how to track processes. It includes the following steps:

  • Monitoring Performance
  • Analyzing Gaps
  • Managing Risks
  • Optimizing Processes

Business Process Transformation Action Plan

Process transformation helps avoid process breaks and failure in the future. Any company needs to understand how to carry out this activity because process transformation is a guarantee that redesigned and improved processes will be much effective. Read this Business Process Transformation Action Plan to learn more on this topic. The action plan includes these categories:

  • Envision Transformation Opportunities
  • Initiate a Project
  • Assemble the Team
  • Uncover Process Gaps
  • Implement Transformation Design

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