ERM Toolkit

Downloadable Resources, Instant Access

Organize ERM: day to day interface with Operations And Maintenance to help maintain, support, troubleshoot, and maximize the tERMinals performance.

More Uses of the ERM Toolkit:

  • Drive ERM: partner with Key Stakeholders on Business Requirements, evaluate and recommend System Changes, change system configurations, and manage pERMissions to enable new system capabilities and Business Requirements.

  • Be able to identify and analyze issues and gather information to detERMine causes and possible solutions and to partner with multiple clients through a combination of internal Relationship Management, applied Business Analysis, and project participation and leadership.

  • Secure that your enterprise complies; conducts hardware, software and system level audits to detERMine compliance with quality Management System standards, configuration assurance, related business, regulatory and Customer Requirements and reports results to management.

  • Methodize ERM: review existing Data Flow architecture and recommend near and long tERM architecture vision.

  • Be accountable for leading long tERM brand strategies, medium tERM brand planning, and communications strategies, and shorter tERM Engagement Strategies for B2C and B2B clients.

  • Be certain that your organization detERMines and maintains an inventory of all regulatory, commercial, contractual and organizational cyberSecurity Compliance requirements.

  • Establish that your team complies; efforts would also be to provide the vision to the Technology Teams in tERMs of translating thE Business needs to high level Business Requirements.

  • Standardize ERM: intERMediary between data ethics and Privacy Office stakeholders, local legal.

  • Collaborate with Customer Success management and other Internal Stakeholders to drive Customer Success and provide long tERM value for your customer base.

  • Ensure your team recommends change to improve systems and network configurations, and detERMine hardware or Software Requirements related to change.

  • Be certain that your organization employees applying with an interchange agreement must provide proof of pERManent appointment.

  • DetERMine and implement best Strategic Direction for Quality engineering team regarding organization, competencies, human and fiscal Resource Planning, and Quality Planning.

  • Head ERM: work closely with the sales and account team to develop long tERM Strategic Plans for your key accounts.

  • Perform cloud Services Risk analysis for services as Identity and Compute, identifying risk likelihood and impact detERMination.

  • Make sure that your organization detERMines cause and resolution for software, hardware and configuration problems, and work to prevent repeat issues.

  • Help Desk Support identifying, researching, troubleshooting and documenting issues; working with other IT Teams to detERMine support requirements; identifying ineffective or outdated support processes; creating and publishing Help Desk Support procedures.

  • Standardize ERM: design Data Flow and engineering Data Life Cycle to detERMine how data is originated, enriched, stored, and disposed to meets compliance and Business Requirements.

  • Arrange that your organization supports long tERM Capacity Planning and cost Optimization Efforts.

  • Systematize ERM: monitor regulatory guidelines compliance related guidance and emerging Industry Standards to detERMine impact on the Enterprise Data architecture.

  • Ensure your strategy complies; monitors all budgetary accounts and records and review reports and Financial Statements to detERMine the financial status of your organizational unit and to assure that funds are properly spent.

  • Manage ERM: work closely with the modeling and Data Science teams to detERMine where gaps and opportunities lie.

  • Confirm your organization exploits Network Devices, security devices, and/or tERMinals or environments using various methods or tools to ensure vulnerabilities are identified as early as possible and mitigated.

  • Head ERM: influence the Product Strategy and vision for key functionality in a large scale technology product, developing short, medium and long tERM features.

  • Warrant that your team analyzes product or equipment specifications and Performance Requirements to detERMine the design method and process.

  • Formulate ERM: review Design Requirements to detERMine accuracy of information relating to manufacturing requirements.

  • Provide competitive merchandising solutions for retail formats by researching market conditions to detERMine potential sales of product or service and retail trends.

  • Devise ERM: through consultation with the Product Marketing managers, be accountable to a program mix to detERMine marketing tactics across a variety of channels (for existing customers only).

  • Ensure you are able to anticipate problems, evaluate them, and detERMine and implement solutions.

  • Methodize ERM: Team Building promote empowERMent of the team, ensure that each team member is fully engaged in the project and making a meaningful contribution, and encourage a sustainable pace with high levels of quality for the team.

  • Supervise ERM: work in collaboration with Operations Management in setting Performance Standards, makes formal appraisals and detERMines training needs for employees based on assessment of skill and unit needs.

  • Steer aggregate and allocated economic capital calculation methodology and enhancement of uses in pricing and Portfolio management, in partnership with ERM Risk Analytics and Business Teams.

  • Ensure your organization progress is demonstrated by reduced variability, tighter distribution of product properties, improved product yields, and reduced generation of nonconforming products.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the ERM 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 ERM improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you go about comparing ERM approaches/solutions?

  2. Is the solution cost-effective?

  3. What are strategies for increasing support and reducing opposition?

  4. What are your needs in relation to ERM skills, labor, equipment, and markets?

  5. Are pertinent alerts monitored, analyzed and distributed to appropriate personnel?

  6. Has implementation been effective in reaching specified objectives so far?

  7. Think about the functions involved in your ERM project, what processes flow from these functions?

  8. Identify an operational issue in your organization, for example, could a particular task be done more quickly or more efficiently by ERM?

  9. What is the root cause(s) of the problem?

  10. Is there a strict Change Management process?

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 ERM book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step ERM Project Management Form Templates covering over 1500 ERM 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 ERM project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the ERM Project Team have enough people to execute the ERM 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 ERM 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 ERM 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 ERM 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 ERM project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose ERM 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 ERM 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 ERM investments work better.

This ERM 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.