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The Seven New Management and Planning Tools are instrumental for understanding, assessing, and managing every organization. This synergistic toolset can be leveraged to identify cause-and-effect relationships and their associated strengths, prioritize tasks, projects, or issues, target potential failure points with aligned countermeasures, and more.


This class may be taken in combination with Roxtar Consulting’s Seven Basic Tools of Quality virtual training to earn the Foundations of Quality Certificate.

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1.0 Summary Details


1.1 Course Number: V-SMPT-2020


1.2 Course Timing:

  • Contact Hours: 8 hours

  • Project/Assignment/Homework Hours: 0 hours

  • Total Course Duration: 8 hours


1.3 Class Meeting Time:

  • 8:00am – 4:00pm

  • Offered at these times in two time zones: US EDT and US MDT


1.4 Focused Industry Offerings: Not Applicable


1.5 Certification Project: Not Required


1.6 Certification Exam: Not Required


1.7 Pre-requisites: Basic internet and computer utilization.


2.0 Course Description


This online, instructor-led training course was designed for professionals who need to complement their skills with a robust, focused management toolset. The class is framed by a fictional case study which requires the application of these tools in a systemic manner in a real-world, practical scenario. Students will learn how to:


  1. Explore and organize ideas using natural relationships [Affinity Diagram].

  2. Define cause-and-effect relationships between different drivers and outcomes [Interrelationship Diagram].

  3. Break products, services, or concepts down into lower levels and core elements [Tree Diagram].

  4. Assess the relationships and strength of the relationships between several groups, options, product or service characteristics, etc. [Matrix Diagram].

  5. Compare various solutions or options to each other using weighted criteria and produce a quantifiably prioritized set of results [Prioritization Matrix].

  6. Schedule and track progress for key project tasks using a visual medium that incorporates each activity along with their timing and sequence and reveals the critical path [Arrow Diagram aka Activity Network Diagram].

  7. Identify potential failure points in your plan and design countermeasures to mitigate or overcome negative impacts [Process Decision Program Chart].

3.0 Course Objectives


At the completion of this course, the student will be able to:


  1. Understand the benefits and application of each management planning tool.

  2. Differentiate between when to use each tool alone or as a set.

  3. Interpret and apply the outcomes from using the tool.

4.0 Required Texts, Equipment, and Software


4.1 Books: Students will be provided with a printable Student Manual from Roxtar Consulting.


4.2 Equipment: Students are required to have access to a computer with internet access.


4.3 Software: Students are required to possess the following software packages and have them successfully installed and tested on their computers prior to the first day of class.



5.0 Certification Requirements


  • None – a course completion certificate is issued at the successful completion of this class.

  • If the student successfully completes this course and Roxtar’s Seven Basic Tools of Quality Virtual training, they will be awarded the Foundations of Quality Certificate.


6.0 Class Policies and Procedures


  • Courtesy is expected of all students.

  • Students are encouraged to participate in class discussions and activities.

  • You are expected to attend EVERY class.

  • Any unexcused absence will result in failed certification.

  • Be professional at all times. Students should come to class with the assigned reading and/or homework completed.

  • Makeup work will not be offered.

  • Late assignments, projects, etc. will not be accepted.

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