Dolibarr Toolkit

Downloadable Resources, Instant Access

Govern Dolibarr: review and evaluates work and provides management with input into staff Performance Evaluations.

More Uses of the Dolibarr Toolkit:


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Dolibarr 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 993 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Dolibarr improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Why do free Software Developers contribute skill, time, and effort to the development of free software and related information resources?

  2. How would you rate the effectiveness of your organizations investment in technology resources and services on issues?

  3. Does the evidence utilize the existing data/surveillance information or has it generated new data and/or information?

  4. Which systems are best for the functional users and will the new approaches increase or reduce complexity?

  5. How will your organization confirm that the data transferred to the ERP System is accurate and reliable?

  6. How will your organization ensure that the data transferred to the ERP System is accurate and reliable?

  7. Why is on-premise deployment so popular if ERP vendors seem to be heavily promoting cloud deployment?

  8. What is the right moment to publish your new Open Source project and start looking for contributors?

  9. How important was thorough analysis of current Business Processes to you before deciding to select?

  10. How does your organization customize or configure the software directly without Vendor involvement?

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 Dolibarr book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Are key Risk Mitigation strategies added to the Dolibarr project schedule?

  2. Monitoring and Controlling Process Group: Is the program making progress in helping to achieve the set results?

  3. Requirements Documentation: Have the benefits identified with the system being identified clearly?

  4. Risk Audit: Are procedures developed to respond to foreseeable emergencies and communicated to all involved?

  5. Quality Management Plan: After observing execution of process, is it in compliance with the documented Plan?

  6. Roles And Responsibilities: Are Dolibarr project team Roles And Responsibilities identified and documented?

  7. Procurement Audit: Has your organization examined in detail the definition of performance?

  8. Activity Duration Estimates: Do you think Dolibarr Project Managers of large information technology Dolibarr projects need strong technical skills?

  9. Quality Audit: How does the organization know that its industry and Community Engagement planning and management systems are appropriately effective and constructive in enabling relationships with key stakeholder groups?

  10. Procurement Audit: Where required, did candidates give evidence of complying with Quality Assurance standards?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Dolibarr 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 Dolibarr 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 Dolibarr investments work better.

This Dolibarr 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.