Configuration Management Toolkit

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Perform analysis and diagnosis of routine PC problems for end users, and recommend and implement solutions Install, configure, test, maintain, monitor, and troubleshoot end user workstation software/hardware, networked peripheral devices, and networking software/hardware products.

More Uses of the Configuration Management Toolkit:

  • Manage work with application teams with Digital Transformation goals and provide cloud deployment orchestration, automation, and security Configuration Management expertise.

  • Operate and streamline the build and release process, Configuration Management, code compilation and deploy releases to multiple environments.

  • Confirm your corporation ensures proper Configuration Management and change controls are implemented to promote system stability and to provide an Audit Trail of modifications.

  • Govern: Identity and Access Management involves protecting data assets and implementing processes, tools, and standards to run business intelligently.

  • Ensure your corporation complies; is open and responsive to change and demonstrates a commitment to the process of Continuous Improvement by identifying and responding actively and with sensitivity to the needs of all customers.

  • Ensure you introduce; lead Business Analysts enable the transformation and Performance Improvement of an enterprise or its parts, with respect to people, process and technology, by providing relevant capabilities, assets (human and non human), processes and tools.

  • Collaborate with the Service Management Solution team and architecture lead to evolve the CMDB model for Emerging Technologies and future initiatives.

  • Evaluate: act as an internal Information security consultant to thE Business and technology units, advising on risks, threats and control practices related to SOC assurance and response.

  • Confirm your strategy ensures Customer Requirements are implemented and review change accounting activity to ensure compliance with Configuration Management policies.

  • Ensure you are developing your knowledge in your organization and/or industry domain and an ERP solution or a technical tool / programming language.

  • Be accountable for ensuring Configuration Management Policies and Procedures for authorizing the use of hardware / software on an information system are followed and assess changes to the system, its environment, and operational needs that could affect the Security Authorization.

  • Oversee, assess and ensure compliance with enterprise secure configuration requirements in accordance with your organizations Secure Configuration Management Plan.

  • Deploy And Manage secret and Privileged Access Management technologies to enable secure access, application of Least Privilege principle and accountability for change/Configuration Management.

  • Assure your organization fosters a culture of Customer Service, quality and Continuous Improvement for the IT support team; follows IT service Management Concepts, in particular for service, Change and Configuration Management, and Problem Management.

  • Make sure that your strategy contributes to the identification of Data Design options to meet Business Requirements for large and complex initiatives spanning multiple applications.

  • Confirm your project builds and deploys operational response model to ensure security standards and Configuration Management policies and protocols are effective, followed, and tracked.

  • Arrange that your enterprise complies; partners with operations and Quality Assurance teams to help conduct User Acceptance Testing for existing and new products, features and functionalities.

  • Identify user requirements, implements Data Integration, Data Management, set up databases, and test and coordinate modifications to the systems.

  • Secure that your team complies; DevOps engineers are IT professionals who collaborate with Software Developers, systems engineers and other IT staff members to do server Configuration Management and manage code releases.

  • Develop workflows and use cases for Configuration Management, Change Management, and the Configuration Management DataBase of an operational enterprise system.

  • Methodize: interface with Software Engineering, Software Configuration Management, Software Process organizations, and Systems Engineering to ensure Quality Standards are in place and being followed.

  • Assure your design complies; champions organizational change; encourages participation in activities that support relationship development; champions Information security innovation; encourages and enforces proper training in regards to security issues.

  • Have progressing skills in Business Analysis, Business knowledge, Business Change Management, Functional Architecture Design and Project Financials, KPIs and Reporting.

  • Develop: automation of deployment activities through scripting to ensure repeatable, consistent deployment of Configuration Management items and code bases.

  • Confirm your business develops, implements, and maintains a series of IT processes to ensure the integrity and availability of information resources by overseeing the development and implementation of Configuration Management and systems Quality Assurance.

  • Secure that your organization coordinates approved application and configuration changes with it owners and maintain an approved configuration baseline; shepherds changes through the change Configuration Management Process.

  • Perform systems and Configuration Management, maintenance and Performance Monitoring of system logs and activity on all servers and devices.

  • Steer: work closely with Change and Configuration Management Team of the ITSM Unit to stay current on all change, configuration and Internal Controls standards and processes.

  • Make sure that your venture applies Data Analysis, Data Modeling, and Quality Assurance techniques to establish, modify, and maintain Data Structures and associated components.

  • Establish that your planning develops and recommends architecture framework based on the logical data model for operational stores, Data Marts, and Content Management stores.


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 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 Configuration Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are your personal philosophies regarding Configuration Management and how do they influence your work?

  2. What could cause delays in the schedule?

  3. Why do and why don't your customers like your organization?

  4. How is data used for Program Management and improvement?

  5. Where is training needed?

  6. What is the total fixed cost?

  7. How does the team improve its work?

  8. Which issues are too important to ignore?

  9. What qualifications and skills do you need?

  10. How do you go about securing Configuration Management?

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 994 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. 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 Configuration Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Configuration Management Project Team have enough people to execute the Configuration Management 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 Configuration Management 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 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.