directory services Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the standard requirements:

  1. Describe the design of the pilot and what tests were conducted, if any?

  2. Is there any existing directory services governance structure?

  3. What would happen if directory services werent done?

  4. Do the directory services decisions we make today help people and the planet tomorrow?

  5. Can We Measure the Return on Analysis?

  6. How does the organization define, manage, and improve its directory services processes?

  7. Is data collected on key measures that were identified?

  8. How do we accomplish our long range directory services goals?

  9. How do senior leaders deploy your organizations vision and values through your leadership system, to the workforce, to key suppliers and partners, and to customers and other stakeholders, as appropriate?

  10. Is there a Performance Baseline?


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 directory services book in PDF containing requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step directory services Project Management Form Templates covering over 6000 directory services project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Scope Statement: If there is an independent oversight contractor, have they signed off on the directory services project Plan?

  2. Project Portfolio management: What Happens without directory services project Portfolio and Proper Resourcing?

  3. Human Resource Management Plan: Are enough systems & user personnel assigned to the directory services project?

  4. Team Operating Agreement: Do you call or email participants to ensure understanding, follow-through and commitment to the meeting outcomes?

  5. Risk Audit: Are end-users enthusiastically committed to the directory services project and the system/product to be built?

  6. Risk Audit: Do you have an understanding of insurance claims processes?

  7. Risk Audit: What are the costs associated with late delivery or a defective product?

  8. Procurement Management Plan: Are Vendor contract reports, reviews and visits conducted periodically?

  9. Requirements Documentation: The problem with gathering requirements is right there in the word gathering. What images does it conjure?

  10. Schedule Management Plan: Are internal directory services project status meetings held at reasonable intervals?

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

1.0 Initiating Process Group:

  • 1.1 directory services project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose directory services 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 directory services 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 directory services investments work better.

This directory services 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    Congrats! Very cool!

    Posted by Caryn B. on 3rd Aug 2018

    Caryn B. Vice President Production

  • 5
    This is great!

    Posted by GREG C, on 3rd Aug 2018

    GREG C. CEO Managed Service Provider

  • 5
    The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada

    Posted by The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada on 3rd Aug 2018

    I would like to extend my sincere appreciation. I would also like to thank you for your service in promoting business continuity practices. I wish you every success in your work.

  • 5
    MARIETTA W. Senior Consultant

    Posted by MARIETTA W. on 2nd Aug 2018

    Standard Requirements is a straightforward guide. It is a tool to help develop a detailed vision of all areas impacted by an implementation, and a useful tool for scoring readiness and implementation quality.

  • 5
    The subject is new to me and am sure the resources along with suggested methodology would help me in my pursuit.

    Posted by Ravi P. on 5th Jul 2018

    Ravi P. Senior Consultant Big 5

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 3rd Jul 2018

    DAVIN B. Systems Manager

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 2nd Jul 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    Super helpful.. Love how the full assessment helps me take full control of this project!

    Posted by Brett O. on 5th Jun 2018

    BRETT O. Strategist

  • 5
    Your book is interesting and contains timely topics.

    Posted by Dianne L. on 5th Jun 2018

    DIANNE L Chief Learning Officer