Sitecore Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Sitecore Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Sitecore related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Sitecore specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sitecore Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

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

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Sitecore improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the potential risks of underestimating the need for disaster recovery and business continuity planning, and how will you ensure that the Sitecore implementation is resilient and can withstand unexpected outages or disruptions?

  2. What considerations do you take into account when designing for emerging technologies like AR, VR, and voice UI in Sitecore, and how do you use those technologies to create more innovative and immersive experiences?

  3. What is your strategy for managing security for Sitecore's multilingual and multinational features, and how will you ensure that users can only access content items in their assigned languages or regions?

  4. Can you describe your approach to designing for Sitecore's editing interfaces, and how do you use those interfaces to create more user-friendly and intuitive experiences for content authors and marketers?

  5. What considerations do you take into account when designing for site migration and upgrade projects in Sitecore, and how do you use those projects as opportunities to improve the overall user experience?

  6. What considerations do you take into account when designing for personalization and contextual marketing in Sitecore, and how do you use those features to create more targeted and relevant experiences?

  7. What are the different content migration approaches you would consider for migrating content from multiple sources to Sitecore, and how would you decide which approach to use for a particular project?

  8. How would you handle content migration from systems that have different user permissions and access control mechanisms, and how would you ensure that access control is properly configured in Sitecore?

  9. What is your approach to managing security for Sitecore's caching and content delivery features, and how will you ensure that users can only access cached content that they have permission to view?

  10. How do you approach designing for automated and AI-powered experiences in Sitecore, and what strategies do you use to create more personalized and dynamic experiences using machine learning and AI?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Sitecore book in PDF containing 999 requirements, which criteria correspond to the criteria in...

Your Sitecore self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Sitecore Self-Assessment and Scorecard you will develop a clear picture of which Sitecore areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Sitecore Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Sitecore projects with the 62 implementation resources:

  • 62 step-by-step Sitecore Project Management Form Templates covering over 1500 Sitecore project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Are issues raised, assessed, actioned, and resolved in a timely and efficient manner?

  2. Risk Data Sheet: Is the data sufficiently specified in terms of the type of failure being analyzed, and its frequency or probability?

  3. Stakeholder Management Plan: What conditions make using three-point estimating justifiable?

  4. Procurement Management Plan: Is the current scope of the Sitecore project substantially different than that originally defined?

  5. Project Schedule: Are there activities that came from a template or previous Sitecore project that are not applicable on this phase of this Sitecore project?

  6. Schedule Management Plan: Is Sitecore project status reviewed with the steering and executive teams at appropriate intervals?

  7. Procurement Audit: Were additional deliveries a partial replacement for normal supplies or installations or an extension of existing supplies or installations?

  8. Team Operating Agreement: Do you upload presentation materials in advance and test the technology?

  9. Quality Audit: How does your organization know that its staff entrance standards are appropriately effective and constructive and being implemented consistently?

  10. Project Portfolio management: Agility. how do organizations re-align portfolio when strategic objectives change?

 
Step-by-step and complete Sitecore Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Sitecore project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Sitecore project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Sitecore project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Sitecore project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Sitecore project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Sitecore project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Sitecore project with this in-depth Sitecore Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sitecore projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Sitecore and put process design strategies into practice according to best practice guidelines

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

Unless you are talking a one-time, single-use project within a business, 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?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Sitecore investments work better.

This Sitecore All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime 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.