CISM Toolkit

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Arrange that your organization maintains enterprise information Security Policies, Technical Standards, guidelines, and procedures necessary to support Information security in compliance with established organization policies, Regulatory Requirements, and generally accepted Information security controls.

More Uses of the CISM Toolkit:

  • Lead the Performance Management process by setting goals, mentoring and coaching team members, providing feedback, and conducting review.

  • Ensure you instruct; upload all security control evidence to the Governance, Risk, and Compliance (GRC) application to support security control implementation during the monitoring phase.

  • Ensure you conduct; certified Information Systems auditor (cisa) designation or certified Information Systems security professional (cissp), or certified Information security management (cism).

  • Confirm your organization monitors Information security controls and protocols and ensures adherence to regulatory and statutory requirements aligned with standardized security frameworks.

  • Evaluate it threats and vulnerabilities to determine whether additional safeguards are needed and leverage expertise in technologies and network boundaries that affect security controls and assess compliance.

  • Coordinate: Data Governance and retention (retention policies, Data Governance Reports And Dashboards, information holds, import data in the Security And Compliance center, manage inactive mailboxes).

  • Establish: monitor and advice on Information security issues to ensure the internal security controls for your organization are appropriate and operating as intended.

  • Ensure your organization translates strategic plans and technical guidance into objectives, strategies, and architectural guidance to support IT Information security services.

  • Manage work with the IT operation team to develop a security strategy for enterprise Security Architecture and the implementation of appropriate safeguards and controls.

  • Confirm your organization promotes the awareness of cybersecurity issues ensuring sound Security Principles and assures appropriate project and resource integration are documented and justified.

  • Ensure you suggest; recommend, lead and implement scalable enterprise level solutions aligned with departmental and / or organization goals utilizing healthcare Industry Standards and best practices.

  • Confirm your organization conducts audits that evaluate the design and effectiveness of processes and controls, while monitoring for adherence to audit schedules and budgets.

  • Confirm your organization ensures proper backup procedures are established and followed; establishes procedures to monitor and ensure compliance with established Security and Risk Management Policies and Procedures.

  • Confirm your organization develops policies, plans, and procedures to ensure the continued reliability, security and accessibility of systems, network, and data infrastructure.

  • Confirm your organization develops and maintains a comprehensive account management program to properly govern accounts of individuals, groups, systems, applications, along with guest and temporary accounts and ensures Least Privilege access across all accounts.

  • Provide risk Management Oversight to a Forward Thinking Cloud strategic vision and direction, collaborate closely with existing CTO, Information and cybersecurity (ICS) and other stakeholders to monitor action plans and milestones, and challenge new thinking.

  • Be accountable for providing review on risk issue remediation plans and provides feedback on strategy, governance, measurable benefits, metrics, scope and reasonableness.

  • Secure that your organization leads departmental deployment of security systems technologies for a variety of administrative, financial, technical and security applications; and provides authoritative input on all matters pertaining to security services.

  • Ensure your organization coordinates with programming and technical managers on matters related to the planning, development, implementation or modification of Information security Risk Management Policies and Procedures.

  • Coordinate: partner with legal and procurement teams to ensure your organizations interests are appropriately accounted for in contractual language that enforces privacy and security considerations.

  • Arrange that your organization partners with privacy, IT assurance, Human Resources and other business units on processes and issues that relate to Information security and protection of information.

  • Ensure the day to day implementation, oversight, Continuous Monitoring, and maintenance of the security configuration, practices, and procedures for each IS.

  • Confirm your organization ensures critical mission systems are in compliance and consistent with your organizations It Security Program and enhance interoperability and integration for business applications and IT infrastructure.

  • Manage external cybersecurity partners to review, update, and revise configurations of external cybersecurity services for optimum benefit to your organizations mission and security.

  • Arrange that your organization assesses current and planned applications and systems, identifying security protection issues and proactively identifying and modifying controls to protect against sophisticated cyber attacks.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the CISM 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 CISM improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Have you considered the security and Access Controls that will need to be in place to protect your information while allowing the information to be shared?

  2. What roles do senior leaders and the board play in managing and overseeing Cyber Security and cyber Incident Response, and who has primary responsibility?

  3. Which is a group of people who prepare for and respond to any emergency incident, as a natural disaster or an interruption of Business Operations?

  4. What aspects are important when selecting security or privacy products for a Solution Architecture or within use in your organization?

  5. What simple steps do you take to improve efficiency and Reduce Risk within an often out-of-control information storage environment?

  6. Do you have a holistic, board-specific framework that closes the loop on Effective Communication throughout your organization?

  7. Are customers and suppliers who have access to your information sharing it more broadly within own enterprise?

  8. Which is a flexible set of design principles used during tine phases of Systems Development and integration?

  9. Which technology and business factors will enterprises use to structure network-based security strategies?

  10. Why is it important for a user to fulfill role and responsibilities with respect to Information security?

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

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

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

Examples; 10 of the check box criteria:

  1. Project Performance Report: To what degree do the relationships of the informal organization motivate taskrelevant behavior and facilitate task completion?

  2. Quality Audit: Do the acceptance procedures and specifications include the criteria for acceptance/rejection, define the process to be used, and specify the measuring and Test Equipment that is to be used?

  3. Procurement Audit: Are behaviour modification applied to change procurement of goods and services if procurement is not functioning properly?

  4. Stakeholder Management Plan: Does the role of the CISM project Team cease upon the delivery of the CISM projects outputs?

  5. Quality Audit: How does your organization know that its quality of teaching is appropriately effective and constructive?

  6. Procurement Management Plan: Is there an on-going process in place to monitor CISM project risks?

  7. Cost Management Plan: Are Software Metrics formally captured, analyzed and used as a basis for other CISM project estimates?

  8. Stakeholder Management Plan: Why is it important to reduce deliverables to a smallest component?

  9. Risk Management Plan: Is there additional information that would make you more confident about your analysis?

  10. Project or Phase Close-Out: What stakeholder group needs, expectations, and interests are being met by the CISM project?

Step-by-step and complete CISM 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 CISM 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 CISM project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose CISM 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 CISM 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 CISM investments work better.

This CISM 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.