ISO 14064 Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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Save time, empower your teams and effectively upgrade your processes with access to this practical ISO 14064 Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any ISO 14064 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 ISO 14064 specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the ISO 14064 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 829 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which ISO 14064 improvements can be made.

Examples; 10 of the 829 standard requirements:

  1. How does the solution remove the key sources of issues discovered in the analyze phase?

  2. In retrospect, of the projects that we pulled the plug on, what percent do we wish had been allowed to keep going, and what percent do we wish had ended earlier?

  3. Will team members regularly document their ISO 14064 work?

  4. As a sponsor, customer or management, how important is it to meet goals, objectives?

  5. What attendant changes will need to be made to ensure that the solution is successful?

  6. Do you have any supplemental information to add to this checklist?

  7. Which customers cant participate in our ISO 14064 domain because they lack skills, wealth, or convenient access to existing solutions?

  8. Do the decisions we make today help people and the planet tomorrow?

  9. What are all of our ISO 14064 domains and what do they do?

  10. How are the ISO 14064s objectives aligned to the groups overall stakeholder strategy?


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 ISO 14064 book in PDF containing 829 requirements, which criteria correspond to the criteria in...

Your ISO 14064 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 ISO 14064 Self-Assessment and Scorecard you will develop a clear picture of which ISO 14064 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 ISO 14064 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 ISO 14064 projects with the 62 implementation resources:

  • 62 step-by-step ISO 14064 Project Management Form Templates covering over 6000 ISO 14064 project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Change Management Plan: What is the worst thing that can happen if you chose not to communicate this information?

  2. Risk Audit: Does the customer have a solid idea of what is required?

  3. Closing Process Group: What is the overall risk of the ISO 14064 project to the organization?

  4. Issue Log: What help do you and your team need from the stakeholders?

  5. Initiating Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?

  6. Work Breakdown Structure: What is the probability of completing the ISO 14064 project in less that xx days?

  7. Cost Estimating Worksheet: What additional ISO 14064 project(s) could be initiated as a result of this ISO 14064 project?

  8. Quality Audit: How does the organization know that its public relations and marketing systems are appropriately effective and constructive?

  9. Issue Log: Is there an important stakeholder who is actively opposed and will not receive messages?

  10. Project Scope Statement: Are the meetings set up to have assigned note takers that will add action/issues to the issue list?

 
Step-by-step and complete ISO 14064 Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 ISO 14064 project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 ISO 14064 project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 ISO 14064 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 ISO 14064 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 ISO 14064 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 ISO 14064 project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any ISO 14064 project with this in-depth ISO 14064 Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose ISO 14064 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 ISO 14064 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 ISO 14064 investments work better.

This ISO 14064 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 3rd Aug 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    This is awesome. Thank you very much.

    Posted by Dr. Martin K. on 2nd Aug 2018

    Dr. Martin K. CEO

  • 5
    I will use everything extensively to prepare for an audit scheduled in Dec and Jan for an important automotive customer.

    Posted by Bruno C. on 2nd Aug 2018

    Bruno C. ICT Director

  • 5
    The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada

    Posted by The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada on 5th Jul 2018

    I would like to extend my sincere appreciation. I would also like to thank you for your service in promoting business continuity practices. I wish you every success in your work.

  • 5
    The subject is new to me and am sure the resources along with suggested methodology would help me in my pursuit.

    Posted by Ravi P. on 5th Jul 2018

    Ravi P. Senior Consultant Big 5

  • 5
    Great initiative and timing to release the requirements! And thanks a lot for sharing it with us!

    Posted by Pierre V. on 3rd Jul 2018

    Pierre V. B2B Product & Content Marketing

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 3rd Jul 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 5
    Awesome, thank you so much!!

    Posted by ZORAN M. on 2nd Jul 2018

    ZORAN M. Knowledge Management Consultant

  • 5
    Thank you. We will be offering your self assessment as a subject for our master students from autumn onwards.

    Posted by Christine R. on 4th Jun 2018

    Christine R. University Officer