Strategy Toolkit

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Interpret government and program requirements, support the development of Mission Assurance plans and process specifications, and implement the program strategy through environmental and design requirement specifications necessary to ensure compliance with all organization and government requirements.

More Uses of the Strategy Toolkit:

  • Manage work with relevant areas/teams to lead the development of strategy and project plan (inclusive of timelines, milestones, interdependencies, issues, risks and actions).

  • Ensure you assess; build holistic view of enterprise Cloud Strategy, processes, information, technology to enable your business and customers to take advantage of advanced capabilities in the cloud in an agile and sustainable manner.

  • Ensure you conceptualize; lead and execute paid and organic search strategy working with a cross functional team to prioritize and develop content, messaging, and web infrastructure to optimize inbound demand conversion.

  • Develop and implement a plan that aligns with the overall mission and strategy of your organization, resulting in innovative, progressive best practices and policies to help build a transparent, high performing culture of accountability.

  • Collaborate with Business Process and Data Governance managers to build Data Strategy, direction and roadmap for Master Data Management, Data Quality program, Data Warehousing/lake, Business Intelligence and analytics.

  • Be accountable for driving technical strategy and partnering with IT infrastructure Management in planning and execution of next generation of products, helping build consensus and driving execution.

  • Devise: mature and execute Technology Risk management strategy for cloud based solutions, working closely with business, technology, and Information security to allow cloud platform capabilities.

  • Confirm your organization contributes to Business Development for strategic opportunities working in conjunction with Sales, Executive Advisory, and Solutions teams to promote and drive a cohesive delivery strategy and ensure proper alignment of PMO resources.

  • Be accountable for working in coordination with the Program Team, Project Managers and functional leads, develop and maintain high quality, integrated project plans that align with overall program strategy and drive communication, Scenario planning and Decision Making.

  • Contribute towards the strategy of the Cloud offering in the form of keeping up with recent business and technology trends and continuing to evolve the Value Proposition.

  • Develop Process Flows, concept of operations and Value Propositions consistent with the win strategy and cross functionally work with internal Key Stakeholders to develop concept of systems.

  • Ensure you reorganize; lead the process for discovering Business Strategy needs, end User Needs and dependencies of multiple products in the eco system to build product strategy and Product Roadmap.

  • Supervise: fascination with people strategy trends and awareness of which are truly effective; practices sound judgement in assessing which ones are worth adopting and which to ignore.

  • Secure that your organization plans, coordinate and implements effective Network Security strategy, and work with the Information Technology Department on concerns and proactive solutions to security issues.

  • Be accountable for defining project strategy, scope, specifications, reliability, performance, and support for enterprise level applications using Master Data Management (mdm), etl process (extract, transform, load), web, and ui (user interface).

  • Orchestrate: work closely with the project team to translate Product Management strategy, goals and directives for new products and product enhancements into clear and actionable features/User Stories for the development team.

  • Coordinate with engineering, creative, organization partners and Product Teams to ensure consistency in seo strategy and implementation across desktop and mobile properties.

  • Be accountable for defining the strategy for enabling performance diagnostics and monitoring through the use of an Application Performance Management (APM) tool, other monitoring tools, and diagnostic techniques.

  • Orchestrate: regularly review Organizational Design and effectiveness and implement necessary actions to continually upgrade and align to the Business Strategy and immediate priorities.

  • Collaborate with business partners, Software Engineers, technology and operations leadership to align IT Service Management strategy and roadmap advances to the desired business outcomes.

  • Develop and document shared infrastructure component management strategy to provide consistent standardized container, OS, and application baselines for infrastructure components available through self service.

  • Confirm your organization leads internal branding execution by linking to People Strategy and driving connection by employees to your Employee Promise and Value Proposition, in a cost effective, measurable manner.

  • Facilitate marketing scorecard measurement and corporate scorecard reporting in support of broad marketing strategy and effectiveness, collaborating closely with marketing and Business Development colleagues.

  • Ensure you compile; lead analysts and provide mentorship on technical and strategic skills while ensuring that the processes and activities of the Data Analysts enhance marketing strategy.


Save time, empower your teams and effectively upgrade your processes with access to this practical Strategy Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Strategy 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 Strategy specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Strategy 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 997 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Strategy improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. How do you get to a place where your stakeholders know what leadership is prioritizing and valuing and have the already stated same ideals adopted across the Shared Services organization?

  2. Is the strategy appropriate given the Risk Appetite, and does the Risk Appetite framework ensure that decisions made throughout your organization are consistent with Risk Appetite?

  3. What is your opinion of the budget technical change strategy where units are held harmless at implementation, and thus, the effect of the change is seen going forward?

  4. Are the attitudes, knowledge and skills in place – especially within the public sector – that are required to initiate, implement and sustain e-Governance initiatives?

  5. Does your organization have a strategy for engaging with businesses and other Key Stakeholders (primary sector, industry, residents and environmental organizations)?

  6. Does your organization require its offshore operations to be in a specific geography, based on its market entry strategy, existing facilities or future requirements?

  7. What business problems are critical for you to solve (from the desire to cut costs to the need to drive revenue through new services and business models)?

  8. Has your organization included environmental criteria (greener manufacturing, operation, and/or disposal) in its evaluation and selection of IT purchases?

  9. How are marketing strategy implementation tasks allocated and assigned and how are individuals/teams held accountable for delivering on required tasks?

  10. Is Cloud Adoption driven within your business principally by the IT function as a technological strategy or by business on an operational needs basis?

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 Strategy book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Strategy 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 Strategy Self-Assessment and Scorecard you will develop a clear picture of which Strategy 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 Strategy 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 Strategy projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Formal Acceptance: What features, practices, and processes proved to be strengths or weaknesses?

  2. Risk Audit: Estimated size of product in number of programs, files, transactions?

  3. Scope Management Plan: What is the most common tool for helping define the detail?

  4. WBS Dictionary: Are retroactive changes to budgets for completed work specifically prohibited in an established procedure, and is this procedure adhered to?

  5. Procurement Management Plan: How and when do you enter into Strategy project Procurement Management?

  6. Stakeholder Management Plan: Is a pmo (Strategy Project Management office) in place and does it provide oversight to the Strategy project?

  7. Stakeholder Analysis Matrix: Participatory approach: how will Key Stakeholders participate in the Strategy project?

  8. Procurement Audit: In a competitive dialogue, were solutions proposed or confidential information given by a candidate not revealed to others without his/her express agreement?

  9. Source Selection Criteria: How and when do you enter into Strategy project Procurement Management?

  10. Team Directory: Who are your stakeholders (customers, sponsors, end users, team members)?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Strategy 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 Strategy project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Strategy 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 Strategy 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 Strategy investments work better.

This Strategy 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.