[OR] [PM] [P1] [T] [AK] Plan-to-Implement Transition Checklist

A Practitioner’s Guide to the “Plan” Phase

Practical Tools for the Plan Phase

A Practitioner’s Guide to the “Plan” Phase into practical application.

The appendices provide practical tools, templates, assessment structures, and implementation aids to support the Plan Phase of the Operational Resilience Planning Methodology.

They are designed to help practitioners translate the concepts described in Chapters 1 to 8 into structured organisational activities.

The appendices may be adapted to reflect:

organisational size
industry;
regulatory requirements;
risk profile;
existing governance;
existing resilience capabilities; and
internal terminology.

The templates should therefore be treated as practical starting points rather than rigid requirements.

The key objective is consistency, traceability, and evidence-based implementation.

Appendix AK: Plan-to-Implement Transition Checklist

Before the organisation enters the Implement Phase, confirm that:

maturity assessment has been completed;
gap analysis has been completed;
strategic direction is approved;
roadmap is approved;
funding is available;
risk appetite is confirmed;
governance is operating;
Executive Sponsor is active;
business participation is secured;
implementation resources are available;
critical data sources are identified;
key data quality issues are understood;
methodology is prepared;
templates are available;
practitioners are trained;
assurance arrangements are defined;
outstanding risks are transferred;
management gate review has been completed;
approval to proceed has been documented.

"Plan" Phase of the OR Planning Methodology

Assess Capability and Maturity	Analyse Gap	Develop Strategy and Roadmap	Confirm Risk Appetite	Develop and Embed Governance

More Information About Blended Learning OR-5000 [BL-OR-5] or OR-300 [BL-OR-3]

Contact our course consultant colleagues to learn more about our blended learning program and about the next course's schedule. They are the BL-OR-3 Blended Learning OR-300 Operational Resilience Implementer and the BL-OR-5 Blended Learning OR-5000 Operational Resilience Expert Implementer.