Clarity PPM Toolkit

Downloadable Resources, Instant Access

Assure visibility of project sourcing and procurement requirements to, with tracking of workflow in alignment with External Labor Management, Legal and Procurement policies and practices.

More Uses of the Clarity PPM Toolkit:

  • Systematize: proactively look to review, evaluated, and automate existing processes.

  • Standardize: report on project success criteria results, metrics, test and Deployment management activities.

  • Lead: key contributor in your Strategic Planning cycle to develop in year and next year goals.

  • Ensure your team leads cross functional Project Teams and work with business Process Owners to determine and translate business requirements into technology solutions.

  • Be accountable for designing elegant web sites with search engine optimization.

  • Warrant that your corporation executes existing processes as written and provides feedback on potential opportunities for improvement.

  • Confirm your operation ensures accuracy of all incidents reported for management reporting.

  • Ensure you integrate; lead process discipline tempered with flexibility based on Business Acumen.

  • Devise: centrally capture all business requirements across the portfolio in an enterprise tool with traceability of requirements to Test Plans and Test Cases.

  • Provide Status Reporting regarding project milestones, deliverable, dependencies, risks and issues, communicating across leadership.

  • Confirm your project ensures System Administration documentation is up to date for all systems.

  • Engage in complete Software Development lifecycle (SDLC).

  • Develop and implement best practices for business requirements, PMO standards, processes, and policies.

  • Determine training opportunities and skills development needs.

  • Coordinate: partner with customers, internal/external teams, and Engineering teams to determine what projects move forward and in what priority order.

  • Warrant that your design understands project Work Breakdown Structures and supports portfolio level schedule management.

  • Steer: work creatively and analytically in a Problem Solving environment demonstrating teamwork, innovation and excellence.

  • Analyze, design, develop, test and implement Software Applications packages.

  • Ensure you conceptualize; lead with knowledge in PMO development, governance, monitoring, compliance, process development, implementation, and Project Management.

  • Manage or influence Project Managers, Business Analysts, test leads, Solution Architects and project business owners across your organization.

  • Make sure that your group provides on going Project Management support to plan, prioritize and deliver system enhancements.

  • Prepare estimate and detailed project plan for all phases of the project.

  • Establish that your enterprise supports project Financial Reporting at the portfolio level and contributes to the analysis and escalation.

  • Create, communicate, and manage budget for projects.

  • Denote project commitments that reconcile to approved divisional plan commitments.

  • Arrange that your strategy facilitates PMO portfolio oversight activities to monitor and control portfolio performance.

  • Confirm your strategy oversees all phases of solution implementation and the corresponding project and quality documentation to ensure adherence to budget, schedule and scope.

  • Warrant that your planning understands and facilitates adherence to processes supporting PMO services.

  • Confirm your team develops high level and detailed project plans and ensures that the scope and approach are fully understood by all stakeholders.

  • Identify and develop trusted adviser relationship with project and program stakeholders, sponsors and organization stakeholders.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What are your needs in relation to Clarity PPM skills, labor, equipment, and markets?

  2. Are Clarity PPM changes recognized early enough to be approved through the regular process?

  3. What are your results for key measures or indicators of the accomplishment of your Clarity PPM strategy and action plans, including building and strengthening core competencies?

  4. What are the types and number of measures to use?

  5. What happens at your organization when people fail?

  6. How is implementation research currently incorporated into each of your goals?

  7. How do you define collaboration and team output?

  8. How do you implement and manage your work processes to ensure that they meet design requirements?

  9. What resources go in to get the desired output?

  10. Who will manage the integration of tools?

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 Clarity PPM book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Clarity PPM project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Clarity PPM project team have enough people to execute the Clarity PPM project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Clarity PPM project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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



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

In using the Toolkit you will be better able to:

  • Diagnose Clarity PPM 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 Clarity PPM 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 Clarity PPM investments work better.

This Clarity PPM 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.