HMIS Toolkit

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Ensure that report development projects match Business Needs and requirements, furnish end user requirements, identify and resolve data infrastructure issues, and make proper modifications to programming codes.

  • Provide ongoing referrals and resources to stakeholders throughout time in the program and document on Referral Log and case notes.

  • Standardize: architecture and implement technical solutions to solve complex Cybersecurity problems for information technology (it) components in industrial control system (ICS).

  • Secure that your enterprise possess a high level of tolerance and understanding for individuals with urgent and multiple case management and health needs.

  • Establish that your business pulls monthly reports from reporting site and creates spreadsheets for stack rankings and tracking of Key Performance Indicators.

  • Be certain that your venture recommends design modifications to eliminate machine or system malfunctions or to improve safety, quality or equipment operating parameters.

  • Evaluate:, provides face to face review with the client on a BI weekly basis ensuring that service goals and planned objectives are being met.

  • Make sure that your enterprise assess staff skills gaps and provide Professional Development and skills enhancement training opportunities.

  • Confirm your group complies; directs and coordinates assembly, fabrication and installation activities to ensure equipment and systems conform to engineering design and internal specifications and standards.

  • Evaluate: oversight of program contracts to ensure successful implementation, coordination of client services, the achievement of program performance measures, and evaluation of services provided.

  • Communicate on a regular basis with clients, property owners, or other concerned parties on any concerns or issues.

  • Inspect cleanliness of the living spaces and inform clients of deficiencies and provide opportunities for life skills education.

  • Establish that your business demonstrates cultural sensitivity and perspective, respect for clients independence, individualized client focused care, and flexibility.

  • Develop and direct all networking safeguards to reduce the risk of outside breaches and protect sensitive internal and external client information.

  • Manage work with other departments to use new technologies to streamline organization policies and rules.

  • Warrant that your team demonstrates good communication and Interpersonal Skills and is able to effectively present information in one on one and small group situations to customers, clients, and other employees of your organization.

  • Drive: design and implement data extraction programs that integrate seamlessly into BI solutions to meet the needs of the end users.

  • Maintain high standard of client care, contributing to an environment where all clients are treated with dignity and respect.

  • Develop, track and control the development of annual operating and capital budgets for purchasing, staffing, and operations.

  • Coordinate client satisfaction surveys and analysis of results with an emphasis on improving programs and services.

  • Initiate: regularly audits site specific databases and client information to ensure most updated forms and procedures are being utilized in compliance with organization and funder standards.

  • Confirm your operation complies; with all expectations outlined in organization policies, licensing guidelines, contract deliverables and directives from supervisors.

  • Methodize: punctual and regular attendance is an essential responsibility of each employee at turning point.

  • Develop and mature ICS Security Operations Center (SOC), identify anomalous behavior, perform Data Analysis, and lead Incident Response activities.

  • Ensure your enterprise complies; checks in with Security Guard and records any pertinent information in shift log for all staff to see.

  • Manage work with development team to ensure verification and validation of all data sources and data transforms.

  • Promote ongoing commitment to excellence and continual Quality Improvement to ensure the highest quality of services to your staff and clients.

  • Become a innovative thinking to identify best practices when approaching problems and resolving conflicts.

  • Utilize handheld devices and Asset Management system Mobile Apps to create and close Work Orders with appropriate data (labor hours, downtime, problem/cause/remedy, and parts used).

  • Introduce external data sources to the Data Warehouse to generate more comprehensive operational insights.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are you dealing with any of the same issues today as yesterday? What can you do about this?

  2. Can you maintain your growth without detracting from the factors that have contributed to your success?

  3. How do you verify and develop ideas and innovations?

  4. In the past few months, what is the smallest change you have made that has had the biggest positive result? What was it about that small change that produced the large return?

  5. How is Knowledge Sharing about Risk Management improved?

  6. Why not do HMIS?

  7. What are the rules and assumptions your industry operates under? What if the opposite were true?

  8. What are the barriers to increased HMIS production?

  9. Are the HMIS requirements testable?

  10. Who have you, as a company, historically been when you've been at your best?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose HMIS 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 HMIS 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 HMIS investments work better.

This HMIS 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.