HMI Toolkit

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Structure batch experiments through your proprietary simulation platform and conduct forensic analysis of outputs to account for performance and identify opportunities for algorithmic improvements.

More Uses of the HMI Toolkit:

  • Ensure you lead data driven and evidence based research to support delivery of people metrics, reporting, and advanced and predictive analytics.

  • Devise new algorithms and data structures for target environment and platform attributes in alignment with architectural patterns.

  • Methodize: algorithmic complexity, deep learning performance analysis and profiling, distributed computing, ai accelerators, gpus.

  • Be accountable for working closely with market researchers and software developers, you face a wide array of challenges relevant to finance and technology.

  • Contribute to transaction cost analysis process and use data to provide insights which lead to actions that lower execution costs.

  • Meet with exchanges and other IT suppliers to keep update to date with changes to products and other relevant business information.

  • Develop: algorithmic design and machine learning techniques for efficient and scalable solving of computational complex calculation, data processing, and automated reasoning tasks.

  • Consult with leaders to execute people related strategies around performance management, employee relationships, coaching, organizational development and learning and development.

  • Be accountable for crafting detailed written specifications for developers and technology staff to enhance internal controls in response to new regulations and the launching of new business lines.

  • Communicate with all operators on the same shift and between shifts to ensure continuous line productivity and effective operations.

  • Communicate with operators to provide timely, efficient, reliable and as expected volumes and pressures at all receipt and delivery points.

  • Confirm your organization across a range of investment strategies, you deploy capital with the goal of delivering market leading investment results to your capital partners.

  • Pilot: proactively communicate with portfolio managements with respect to news, order instructions, corporate actions and changing market conditions.

  • Ensure you should be able to take a logical approach to making appropriate machine adjustments to achieve the desired results.

  • Coordinate: design and develop innovative solutions to complex problems, identifying issues and roadblocks around support, testing, development effort.

  • Be accountable for analyzing business requirements, designing the software system, developing special software, testing software and investigating and resolving production issues.

  • Guide: development of statistical models and machine learning framework for evaluation of execution methods and algorithms.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What is the right UI approach to move cognitive resources from a non driving to a driving task and what control mechanisms do you need to develop measurements for?

  2. Have you identified a decision making group or organization that will manage the development or integration of existing coordinated entry systems?

  3. Is there a viable process for for understanding needs throughout the complete merged jurisdiction as a basis for ongoing strategic planning?

  4. Will the project require clients to have income or other financial resources, either at move in or at any time during program participation?

  5. How removed do users expect to be from the perception action loop of driving in order for automated driving to be an appealing option?

  6. Did you participate in developing the business plan – what was your role, where your needs and priorities taken into account?

  7. How will features accommodate growth and change of the process, network architecture, and integrated technologies over time?

  8. Have you identified a strategy to merge existing coordinated entry systems or a process by which to plan its development?

  9. Why is the concept of hierarchy, or hierarchical structure, essential to the analysis and solution of problems?

  10. Do you have a plan to collect data on system accomplishments to evaluate progress relative to evolving needs?

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 HMI book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Initiating Process Group: Does the HMI project team have enough people to execute the HMI project plan?

  2. Human Resource Management Plan: Is HMI project status reviewed with the steering and executive teams at appropriate intervals?

  3. Schedule Management Plan: Are all attributes of the activities defined, including risk and uncertainty?

  4. Procurement Audit: Is the issuance of purchase orders scheduled so that orders are not issued daily?

  5. Risk Audit: Is your organization an exempt employer for payroll tax purposes?

  6. Quality Audit: For each device to be reconditioned, are device specifications, such as appropriate engineering drawings, component specifications and software specifications, maintained?

  7. Responsibility Assignment Matrix: Does each activity-deliverable have exactly one Accountable responsibility, so that accountability is clear and decisions can be made quickly?

  8. Lessons Learned: How many government and contractor personnel are authorized for the HMI project?

  9. Assumption and Constraint Log: Are processes for release management of new development from coding and unit testing, to integration testing, to training, and production defined and followed?

  10. Procurement Audit: Has your organization clearly defined the award criteria?

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

1.0 Initiating Process Group:

  • 1.1 HMI project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose HMI 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 HMI 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 HMI investments work better.

This HMI 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.