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Performing the Operational Review for Results

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Course Description

This course in performing the operational review for results has addressed various concerns relating to the phases of an operational review: planning the operational review; developing the work program, performing fieldwork steps; developing review findings and recommendations; and reporting the results of the review.

Learning Objectives

Upon successful completion of Performing the Operational Review for Results, the user should be able to:identify operational areas in need of positive improvement - looking for best practices as part of a program for continuous improvements,pinpoint the cause (not the symptom) of the problem - avoiding quick fix short-term solutions in favor of longer term elegant solutions,quantify the effect of the present situation on operations - identifying the cost of present practices and the benefits to be derived through implementation of best practices,develop recommendations as to alternative courses of action to correct the situation?identifying best practices in a program of continuous improvements,discuss the purpose of the planning phase in an operational review,list information that must be obtained during the planning phase and related sources of information,explain how to use planning phase information in the identification of critical operational areas,define planning and budget concepts and their expansion into operational areas and related principles of good operational controls,describe a sample operational review planning phase work program,define the purpose of the work program in an operational review,lists the benefits of the operational review work program,discuss the standards by which operational review work programs are developed,explain the purpose of the fieldwork phase in an operational review,list the various techniques that can be used in the fieldwork phase,discuss how to use information gained in the fieldwork phase in the further development of review findings,describe the fieldwork phase documentation and operational review work file contents,discuss the importance of the proper development of an operational review finding,identify the five operational review finding attributes statement of condition, criteria, cause, effect, and recommendation and explain their significance in the development of review findings,describe how to use proper review finding presentation as an effective reporting tool,develop operational review findings and associated recommendations,define the purpose of good operational review reporting,list the types of operational review reporting (oral and written, informal and formal),identify the basic characteristics of good operational review reporting,decide what to include in the formal report and what to report informally,list the types of information to be included in the operational review report,discuss the relationship of developed operational review findings to the reporting phase,identify the positive factors related to more effective written communications, andexplain the format of a completed operational review report by presenting a sample letter and regular report.

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Learning Format 9.0 Hours
Self-Study / On-Demand

Credit Type(s)
Management Advisory