Directory Services Toolkit

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Understand and provide a horizontal engineering service in the IAM space by working with service owners, Solution Architects, and engineers to design, build and implement solutions using current and approved security methods to achieve optimal results.

More Uses of the Directory Services Toolkit:

  • Perform daily/weekly system health (battle rhythm) checks on the Active Directory and Enterprise Windows Server environment to ensure normal maintenance functions are performing properly.

  • Support knowledge and expertise with Cloud Computing technologies as AWS, Azure and Office 365 administration and implementation.

  • Ensure you oversee; add value to the Directory Services organization by designing cost effective solutions to mitigate /diffuse operational risks.

  • Be certain that your planning provides lifecycle support for all infrastructure and computing systems from design to troubleshooting and maintenance.

  • Be accountable for ongoing daily support and monitoring of mission critical Enterprise IT infrastructure systems under the purview of the Messaging and Directory Services team.

  • Identify complementary Technology Opportunities to provide solutions for Directory Services, and Web Access Management.

  • Perform daily health checks of IAM platform to ensure service is operating at optimum levels; generate daily, weekly and monthly reports to measure the IAM Service against Key Performance Indicators.

  • Anticipate Security Requirements and identify sound Security Controls for applications, systems, processes and organizations.

  • Standardize: additional guidance is provided through personnel policies, systems procedures manuals, and department Work Practices.

  • Develop fixe and utilities followed by testing and validation of initial Problem Resolution via interaction with End Users and field IS teams.

  • Establish a Continual Service Improvement plan and improve overall Directory Services, focusing on operational, process and Resource Efficiency.

  • Control: research and analyze the technology market and Vendor Products to determine the strategy that best meet the IT Business Needs.

  • Collaborate with leadership, Third Party Vendors and various technical teams in your organization to translate Business Requirements into technical IAM requirements.

  • Administer servers, laptop and Desktop Computers, printers, routers, switches, Firewalls, phones, organization mobile phones, smartphones, Software Deployment, security updates.

  • Drive the adoption of Directory Services, Authentication and Authorization Reference Architectures for existing, new and emerging IAM technologies.

  • Assure your venture employs a consultative and proactive approach to understanding requirements, designing effective processes, and identifying opportunities for improvement.

  • Secure that your organization serves as the support and escalation path for troubleshooting complex computing, network, system and Application Problems in an enterprise environment.

  • Make sure that your venture leads and provides vision in the design of tools to automate the deployment and installation of new software releases and system upgrades.

  • Be accountable for monitoring actively monitor organization Technology Assets by watching monitoring tools and respond when thresholds are exceeded to rectify the Root Cause.

  • Be accountable for developing custom connectors to reconcile data from applications by interacting at database layer and performing provisioning for account and entitlement operations.

  • Steer: deployment systems utilize deployment systems to track assets, test machine images, test Application Deployment, and complete Patch Management deployment.

  • Formulate: conduct routine hardware and Software Audits of workstations and servers to ensure compliance with established standards, policies, and configuration guidelines.

  • Ensure that IT Directory Services operational and statistical reports are completed and distributed to the management.

  • Identify improvements to the Active Directory architecture to Support Organization Business Functions and network modernization.

  • Be accountable for building knowledge capital through Research and Development and leveraging industry insights to deliver Best Of Breed expertise to clients.

  • Establish that your team complies; architects and designs systems for scalability, security, and availability while providing overall Capacity Management targets and forecasts.

  • Support technical integration needs (design and development) that facilitate connectivity between SSO, directory, and provisioning tools.

  • Provide entry level technical and analytical expertise to configure, convert, install, troubleshoot, and maintain diverse system platforms that support the Business Needs of your organization and operating units.

  • Ensure you manage the most complex or escalated issues, provides direction and guidance to other Team Members and leads small to medium projects and Project Teams.

  • Be accountable for contributing to your Agile team by updating, monitoring and improving Directory Services used throughout your organization.


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 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 Directory Services improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Risk factors: what are the characteristics of Directory Services that make IT risky?

  2. What business benefits will Directory Services goals deliver if achieved?

  3. How have you defined all Directory Services requirements first?

  4. Who is responsible for Directory Services?

  5. What qualifications and skills do you need?

  6. How do you use Directory Services data and information to support Organizational Decision Making and innovation?

  7. What is the overall business strategy?

  8. Is a follow-up focused external Directory Services review required?

  9. Would you develop a Directory Services Communication Strategy?

  10. Is the solution technically practical?

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 994 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 1500 Directory Services 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 Directory Services project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Directory Services Project Team have enough people to execute the Directory Services 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 Directory Services 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 Directory Services 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 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



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.