Insourcing Toolkit

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Secure that your organization contributes to the development of high Quality Systems and products by ensuring adoption of standards, best practices, Processes And Procedures at every phase of the Software Development lifecycle; requirements to release.

More Uses of the Insourcing Toolkit:

  • Methodize: proactively engage in the identification / remediation of software issues as code quality, pattern mismatch, and security issues related to the code or solution/configuration.

  • Develop Change Control processes, practices, and guidelines for new and existing technologies.

  • Be accountable for updating and/or supporting existing software and/or developing new software solutions to address a specific need or solve a particular business problem.

  • Orchestrate: periodically audits requirements to provide feedback on completeness, testability and other risk areas that could impact Product Quality.

  • Confirm your venture complies; partners with business to ensure comprehensive User Acceptance Testing/Training Plans are developed/executed and application is successfully transitioned to production.

  • Formulate: partner with creative and Project Management leadership to ensure resourcing needs are met and planned for based on scope projections.

  • Pilot: partner with clients to understand and assess business direction based on current strategic plans.

  • Contribute to all development activities in accordance with appropriate methodologies and application of a repeatable, systematic and quantifiable approach to the development process.

  • Direct: influence effective solutions across all levels of your organization and across your organization.

  • Organize: development of Business Process models, business requirements/User Stories (functional and non functional) and product backlogs.

  • Evaluate: architecture and build a high performance Data Analytics platform to support data staging and computational analysis by the team.

  • Coordinate budget processes (annual, monthly, daily) and track budget spending and work with Engineering leadership to address overspending to balance to the budget.

  • Maintain a positive contribution towards quality, Customer Satisfaction and organization profitability.

  • Methodize: direct the analysis of formal test results in order to discover and report any defects, errors, configuration issues, and interoperability flaws.

  • Provide leadership in creating cost benefit analysis and return on investment of outsourcing versus Insourcing IT services.

  • Perform analysis of formal test results in order to discover and report any defects, errors, configuration issues, and interoperability flaws.

  • Govern: tackle and solve issues through appropriate escalation and prioritize the issues that need to be elevated with clear accountabilities.

  • Ensure that software quality measures comply with regulatory standards, industry standards, and accepted best practices.

  • Arrange that your strategy complies; partners with the engineering leaders to develop strategy, set goals for your organization, track progress, allocate resources and improve overall Organizational Effectiveness.

  • Develop partnerships between Development and Business Facing IT teams and a framework to which feature review and feedback is done expeditiously to support Agile Development and releases.

  • Manage work with the Program Management Office and operations to ensure quality of Processes And Procedures.

  • Establish: review and interpret engineering drawings, as released, and determine best and most cost effective method of manufacturing.

  • Become a innovative and strategic thinker with initiative to take action and create positive change.

  • Ensure you liaise; build methodologies and processes for the collection and analysis of data for ensuring software quality.

  • Be accountable for monitoring of documentation from collection sites and other contracted research organization for sample analysis.

  • Methodize: monitor and inspect quality of material feeding into the automation line and material that is produced.

  • Maintain vendor file, purchase price, price fluctuations and quality records on purchased items.

  • Audit: direct Research and Development of Test Cases in support of Business Processes and requirements.

  • Formulate: review design requirements to determine accuracy of information relating to manufacturing requirements.

  • Initiate: leverage quantifiable metrics to identify opportunities and suggestions for evolution of business model and to influence business decisions.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. In the case of a Insourcing project, the criteria for the audit derive from implementation objectives, an audit of a Insourcing project involves assessing whether the recommendations outlined for implementation have been met, can you track that any Insourcing project is implemented as planned, and is it working?

  2. Does the scope remain the same?

  3. Who are your key stakeholders who need to sign off?

  4. What are the core elements of the Insourcing business case?

  5. Whom among your colleagues do you trust, and for what?

  6. 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?

  7. What else needs to be measured?

  8. Where is Insourcing data gathered?

  9. Who controls the risk?

  10. What information do users need?

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

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

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

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Insourcing 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 Insourcing 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 Insourcing investments work better.

This Insourcing 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.