Archival Appraisal Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Archival Appraisal 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 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Archival Appraisal improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. Does the archives director have the means and authority to procure goods and services required to meet program objectives without delays that would imperil the accomplishment?

  2. Do the disposition schedules, acquisition policy, and acquisition strategies and procedures enable the archives to fulfill its purposes and objectives?

  3. Does the person responsible for the archives have sufficient authority to ensure that the archives performs its functions so as to meet its objectives?

  4. What were the highest, lowest, and average annual salaries, excluding fringe benefits, paid to professional staff members during the reporting period?

  5. Is space for receiving, arranging, and describing records, and for other program functions, adequate to meet institutional goals and objectives?

  6. What were the total financial resources available to the repository during the reporting period, including personnel salaries and benefits?

  7. Is there an adequate plan for deciding whether an unprocessed or partially processed collection shall be made available for research?

  8. Are the financial resources dependably available to the archives sufficient to carry out the goals and objectives of the archives?

  9. How do the physical facilities of the archives contribute to or hinder the attainment of the goals and objectives of the archives?

  10. Does the archives maintain an easily updatable system of overall control to indicate holdings and the location at any given time?

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 Archival Appraisal book in PDF containing 996 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Specific - is the objective clear in terms of what, how, when, and where the situation will be changed?

  2. Project Performance Report: To what degree do team members articulate the teams work approach?

  3. Stakeholder Analysis Matrix: Who is directly responsible for decisions on issues important to the Archival Appraisal project?

  4. Stakeholder Management Plan: Were Archival Appraisal project team members involved in detailed estimating and scheduling?

  5. Procurement Management Plan: Is the steering committee active in Archival Appraisal project oversight?

  6. Schedule Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Archival Appraisal project?

  7. Activity Duration Estimates: What is the shortest possible time it will take to complete this Archival Appraisal project?

  8. Change Request: Who is responsible for the implementation and monitoring of all measures?

  9. Quality Metrics: Is there a set of procedures to capture, analyze and act on quality metrics?

  10. Procurement Audit: Are internal control mechanisms performed before payments?

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

1.0 Initiating Process Group:

  • 1.1 Archival Appraisal project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Archival Appraisal project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Archival Appraisal 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 Archival Appraisal 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 Archival Appraisal 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 Archival Appraisal project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Archival Appraisal 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 Archival Appraisal 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 Archival Appraisal investments work better.

This Archival Appraisal 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.