Configuration Management Toolkit

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Confirm your organization conducts configuration status accounting to ensure that there is a configuration record documenting all approved configuration activities to all designated configuration items and reflects the latest authorized configuration of the delivered items.

More Uses of the Configuration Management Toolkit:

  • Ensure your organization addresses conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur; helps others resolve conflicts by providing impartial mediation when needed.

  • Drive continuous improvement in the end to end closed loop change process Subject matter expert in how change management is realized in a manufacturing environment.

  • Ensure you provide operational and technical engineering support for the implementation, testing, integration, interoperability, and sustainment of information technologies.

  • Control: proactively engage stakeholders, functional leads and technical staff to apply a robust test regimen to all customizations, upgrades, patches, and other changes as part of a user acceptance test process.

  • Ensure support is provided for information technology solutions, technical support, maintenance, and sustainment; operations support; application development, maintenance and technical support; and lifecycle management.

  • Standardize: accurate and timely it asset management (itam) enables key corporate priorities by controlling costs, enhancing operational efficiency, ensuring regulatory compliance, and mitigating security and financial risks.

  • Provide in depth planning and support for configuration management and planning, configuration identification, configuration control, configuration status accounting, and configuration verification and audit.

  • Develop: conduct status accounting activities to monitor the relationship between the engineering design of the product and the actual hardware or software during the manufacturing build process.

  • Confirm your organization performs configuration management and release engineering tasks to ensure new software product operating parameters are documented, comply with standard hardware configurations, and are logistically sustainable.

  • Ensure your organization utilizes configuration management tools, design tools, debugging tools, and any other environment specific tools necessary to create, test, and implement an application.

  • Utilize, alter, and/or create staffing models to evaluate manpower requirements across multiple areas under Configuration Management and Master Data groups.

  • Manage the day to day interactions between systems team and business partners with a focus on continuous improvements in transportation performance, capacity and cost.

  • Ensure your organization recommends and implements innovative approaches and strategies to enhance and/or expand the data management technical/business operating status and working process base.

  • Ensure your organization develops resolution to complex problems that require the frequent use of creativity Identifies and leads continuous improvement activities in support of customer or internal business processes.

  • Lead: implement and maintain a configuration management system to assure compliance and adherence to best practices, security policies and disaster recovery requirements for all systems.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Configuration Management 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 947 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Configuration Management improvements can be made.

Examples; 10 of the 947 standard requirements:

  1. Have the it security cost for all investments/projects been integrated in to the overall cost including (certification and accreditation/re-accreditation, system security plan, risk assessment, privacy impact assessment, configuration/patch management, security control testing and evaluation, and contingency planning/testing)?

  2. Deciding what level of hardware in the system is a decision process such as: is the cost or risk of loss with a usb cable, a tablet or a mouse sufficient to require tracking? Have you decided on the detail level?

  3. If a customer complains that service levels are below those agreed in the SLA, apparently due to a number of related hardware incidents, who is responsible for ensuring the cause is investigated?

  4. As the discipline of IT asset management (ITAM) began to evolve in the early 90s, organizations often asked: What is IT asset management and why would you want to do it - what are the benefits?

  5. Are all the anomalies reported during testing adequately resolved (or the appropriate waivers/deviations were obtained and known defects with workarounds are documented in the release notes)?

  6. Are physical configuration assessments conducted to determine the degree of agreement between the current physical configuration and the configuration depicted in the facility documentation?

  7. Do you have a good handle on your IT organizations assets what is and is not being used, the true costs of the already stated assets, and whether they are best suited to meet business needs?

  8. Heterogenous infrastructure - do you have a heterogenous infrastructure, such as mainframes and distributed servers, thin and fat clients, virtual machines and hardware servers, etc.?

  9. Please consider the current redemption procedures as it relates to a withdrawal queue (Pro-rata, first-in/first-out, a combination, etc.) How is the pro rata allocation determined?

  10. Trust is the foundation of all personal and business transactions. and who can you trust in digital business, with its endless connections and constantly shifting configurations?

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 Configuration Management book in PDF containing 947 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Does all Configuration Management project documentation reside in a common repository for easy access?

  2. Probability and Impact Assessment: Are staff committed for the duration of the Configuration Management project?

  3. Team Operating Agreement: Do you determine the meeting length and time of day?

  4. Schedule Management Plan: Are all attributes of the activities defined, including risk and uncertainty?

  5. Activity Duration Estimates: Why is there a growing trend in outsourcing, especially in the government?

  6. Scope Management Plan: How difficult will it be to do specific activities on this Configuration Management project?

  7. Cost Management Plan: Do Configuration Management project teams & team members report on status / activities / progress?

  8. Cost Management Plan: Environmental management _ what changes in statutory environmental compliance requirements are anticipated during the Configuration Management project?

  9. Procurement Audit: When negotiation took place in successive stages, was this practice stated in the procurement documents and was it done in accordance with the award criteria stated?

  10. Roles and Responsibilities: Are your policies supportive of a culture of quality data?

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

1.0 Initiating Process Group:

  • 1.1 Configuration Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Configuration Management 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 Configuration Management 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 Configuration Management investments work better.

This Configuration Management 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.