Information Architecture Toolkit

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Be accountable for delivering the value of enterprise information and data assets by partnering with the business and publishing the information architecture, roadmap, providing appropriate insights by implementing various technology applications, tools and accelerators.

More Uses of the Information Architecture Toolkit:

  • Audit: be capable of managing and directing website technical structure, design and aesthetics, content, navigation, information architecture and functionality efforts.

  • Manage projects and client relationships planning, prioritizing and managing deliverables for multiple projects with parallel timelines while balancing the different needs and opinions of many different people.

  • Ensure you collaborate with product and technology teams to build the next generation of financial service products by bringing the customer to the forefront in everything you do.

  • Contribute new ideas/best practices by providing teams with information architecture skills to prototype new technology concepts and prove out strategic alternatives.

  • Relate to people at all levels of your organization; facilitate considerations; build and maintain effective working relationships; operate as a self directed individual and as a member of a team.

  • Manage: implement digital solutions by monitoring project progress; tracking action items; conducting design and implementation review; researching, and resolving issues and overseeing information architecture.

  • Be able to analyze information architecture and understand business requirements, the Architect will also configure and maintain organizational taxonomies, site collections, policies, and procedures; and create effective solutions for business needs.

  • Lead design, plan, conduct, synthesize,and communicate user research projects to inform design decisions using appropriate qualitative and quantitative research methods.

  • Ensure you understand why inclusive product design is so important for an application that focuses on social and economic mobility and how to build an inclusive product.

  • Ensure: regularly evaluate the website for areas of improvement, with the goals of having the website be as user friendly, useful, and accessible as possible for your users.

  • Create user interface (UI) frameworks, navigational maps, information architecture and user workflows in order to design and document website structure and screen to screen navigation with a strategy for the application across segments.

  • Collaborate across support, success, marketing, product teams, and other customer facing touchpoints to manage combined user outreach in a coordinated and efficient manner.

  • Manage work with the team and the Lead Enterprise Information Architect to identify, document and govern interfaces between the domains in the enterprise information architecture.

  • Analyze the effectiveness of the knowledge management platform/programs through observation and metrics to evaluate its impact, success, and evolve the strategy.

  • Ensure: one of the key areas that is evolving is managing data as a key asset and ensuring it is consistent, integrated and available to support strategic and tactical business decision making.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Information Architecture 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 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Information Architecture improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. Have the goals and performance objectives been translated into an actionable and realistic target business and information architecture expressed within business functions, business processes, and information requirements?

  2. Are the results of the security categorization process for the information system consistent with the organizations enterprise architecture and commitment to protecting organizational mission/business processes?

  3. The labels used for the groupings of content make a difference in a users understanding of the site and their ability to navigate its content. Which labels stand out in your mind as particularly good ones?

  4. In the same way that you profile content against business goals or user needs, you can profile it according to brand alignment. Are you emphasizing content that works against your brand positioning?

  5. How many technical interviews/working sessions will be required during the information gathering activities to define the current state environment and desired state architecture requirements?

  6. Who is in the roles of Chief Enterprise Architect, Enterprise Business Architect, Enterprise Information Architect, Enterprise Application/Solution Architect, Enterprise Technology Architect?

  7. Do both the business and IT leadership teams understand the adjustments that are required for the current business and information environments to fulfill the target performance architecture?

  8. What are the information needs of people seeking to self-care or live successfully with long-term physical and mental health conditions and what support do they need to use that information?

  9. Is the solution capable of being scaled to meet future numbers of business users and/or future capacity requirements for throughput and storage of information and transaction volumes?

  10. Grouping content into the top-level categories of an information hierarchy is typically the most important and challenging process you will face. How should the content be organized?

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 Information Architecture book in PDF containing 990 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: Does the strategy ensure that appropriate controls are in place to ensure propriety and regularity in delivery?

  2. Risk Register: Are there any knock-on effects/impact on any of the other areas?

  3. Scope Management Plan: Have the procedures for identifying budget variances been followed?

  4. Team Directory: Process decisions: is work progressing on schedule and per contract requirements?

  5. Planning Process Group: What input will you be required to provide the Information Architecture project team?

  6. Activity Duration Estimates: What is the difference between conceptual, application, and evaluative questions?

  7. Responsibility Assignment Matrix: Does the contractor use objective results, design reviews and tests to trace schedule performance?

  8. Quality Audit: How well do you think your organization engages with the outside community?

  9. Scope Management Plan: Do Information Architecture project managers participating in the Information Architecture project know the Information Architecture projects true status first hand?

  10. Procurement Management Plan: Has a quality assurance plan been developed for the Information Architecture project?

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

1.0 Initiating Process Group:

  • 1.1 Information Architecture project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Information Architecture 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 Information Architecture 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 Information Architecture investments work better.

This Information Architecture 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.