Exchange Online Toolkit

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Ensure the integrity and security of enterprise data on workstations, servers, and data transfer in accordance with Business Needs and industry best practices regarding privacy, security, and Regulatory Compliance.

More Uses of the Exchange Online Toolkit:

  • Pilot: administration and configuration of office 365 services/applications and Exchange Online in a hybrid setup with on premise exchange.

  • Standardize: remote continuous Network Monitoring, automated alerts, and actionable reports are crucial to preserving the proper operation of your IT system and eliminating unnecessary and costly downtime.

  • Investigate significant service interruptions and resolutions for service interruptions to ensure potential infrastructure and data reliability.

  • Evaluate and deploy enhancements to already deployed and emerging Office 365 technologies/applications and Identity solutions.

  • Anticipate, mitigate, identify, troubleshoot, and resolve hardware and software problems on servers and workstations.

  • Confirm your organization provides end to end Information Systems support to users across your organization to ensure timely and accurate Problem Resolution.

  • Develop, audit, and enforce Information Rights Management (IRM) and Data Leakage Prevention (DLP) policies to protect organizational data.

  • Ensure you introduce; lead all email migration projects of On prem, organization acquisitions and Cloud based solutions to Exchange Online.

  • Confirm your organization performs day to day operational tasks to ensure the availability and performance of the system along with diagnosing and troubleshooting issues.

  • Manage to investigate technologies, develop awareness, and fix accidents, apply advanced ideas, theories and concepts.

  • Confirm your organization uses resources to check and validate the portrayal and proper setting of relevant thresholds and infrastructure/application details.

  • Ensure you listen; lead Systems Administrators research and select upgrades, software and other necessities for organizations computer lead systems.

  • Help expand the Workplace Productivity Resource Center by creating knowledge resources and/or exposing existing resources.

  • Develop, document, and maintain policies, procedures, and associated Training Plans for System Administration and appropriate use.

  • Maintain the overall design of the O365 messaging solution (Exchange Online) and ensure email technologies meet business requirements and are designed and implemented effectively.

  • Manage work with business units to gather requirements and build and architecture systems infrastructure for various projects.

  • Govern: implementation, testing, and evaluation of Mobile Device Management (MDM) and Mobile Application management (mam) solutions.

  • Perform research, gather costing information, vendor quotes and recommend hardware and software based on current or new organization standards.

  • Drive: work alongside customers O365 team to develop best practices for governance and settings for the various tools in the enterprise.

  • Maintain awareness of new and Emerging Technologies and practices; identify opportunities for improvement and manage the process of innovative change.

  • Coordinate with the Network Operations team, business application owners, and Database Administrators to implement desktop and server systems that utilize industry best practices to meet corporate objectives.

  • Be accountable for ensuring all pertinent data surrounding the life cycle of incidents is properly identified and recorded for future reference.

  • Direct: research and recommend innovative, and where possible automated, approaches for System Administration tasks; identify approaches that leverage your resources and provide economies of scale.

  • Keep informed of upcoming and newly released features/functionality by ensuring changes are continually incorporated into adoption strategies and user communications and knowledge resources.

  • Perform complex System Analysis and consultation in the design, development, implementation, and maintenance of enterprise wide application systems.

  • Develop: management Information Systems, information technology, computer Systems Analysis, Computer Applications, Computer Engineering, Computer Programming, Systems Engineering.

  • Head: office 365 Exchange Online administration/configuration/troubleshooting domains, policies, transport rules, etc.

  • Be accountable for building, configuring, and troubleshooting software and hardware technology solutions, application deployments and infrastructure upgrades.

  • Ensure you produce; understand how computers and communications work, what things can go wrong, and how all the pieces hardware, software, networking, etc.

  • Provide administration and engineering support for all messaging related projects as implementing new systems or processes.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Do you, as a leader, bounce back quickly from setbacks?

  2. What qualifies as competition?

  3. Where is it measured?

  4. Do you have enough freaky customers in your portfolio pushing you to the limit day in and day out?

  5. Who approved the Exchange Online scope?

  6. How are costs allocated?

  7. What actually has to improve and by how much?

  8. How can risk management be tied procedurally to process elements?

  9. What would you recommend your friend do if he/she were facing this dilemma?

  10. Does Exchange Online analysis show the relationships among important Exchange Online factors?

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

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

  • 62 step-by-step Exchange Online Project Management Form Templates covering over 1500 Exchange Online 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 Exchange Online project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Exchange Online project team have enough people to execute the Exchange Online 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 Exchange Online 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 Exchange Online Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Exchange Online project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Exchange Online 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 Exchange Online 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 Exchange Online investments work better.

This Exchange Online 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.