ISO 20700 Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical ISO 20700 Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any ISO 20700 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 20700 specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the ISO 20700 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 995 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 20700 improvements can be made.

Examples; 10 of the 995 standard requirements:


1. How can consultants ensure that their governance and decision-making processes are inclusive and respectful of diversity, and that they are able to make informed decisions that take into account the diverse needs and perspectives of all stakeholders?
   
   

2. What steps can consultants take to address and overcome implicit biases and assumptions that may influence their interactions with stakeholders, and how can they promote a culture of awareness and empathy within their own organization?
   
   

3. What role can consultants play in promoting diversity and inclusion within the profession of management consultancy, and how can they contribute to the development of best practices and industry standards for diversity and inclusion?
   
   

4. What strategies can consultants use to build partnerships and collaborations with organizations that share their commitment to diversity and inclusion, and how can they leverage these partnerships to promote diversity and inclusion?
   
   

5. How can consultants ensure that their services are adaptable and responsive to the changing needs and requirements of diverse stakeholder groups, and that they are able to pivot quickly in response to emerging issues or concerns?
   
   

6. What strategies can consultants use to engage with and involve diverse stakeholders in the design and delivery of their services, and how can they ensure that diverse perspectives are represented in the decision-making process?
   
   

7. How can consultants balance the need to deliver services to clients with the need to promote diversity and inclusion, particularly in cases where clients may not share the consultant's commitment to diversity and inclusion?
   
   

8. How should the consultant ensure that all sensitive and confidential information is properly destroyed or disposed of when it is no longer needed, and what methods should be used to destroy or dispose of such information?
   
   

9. What measures can consultants take to involve stakeholders, including rights holders and vulnerable groups, in the planning and delivery of their services to ensure that their needs and concerns are taken into account?
   
   

10. How should the consultant ensure that all sensitive and confidential information is properly protected during transportation or transfer, including the use of secure courier services or encrypted electronic transfer?
    
    


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 20700 book in PDF containing 995 requirements, which criteria correspond to the criteria in...


Your ISO 20700 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 20700 Self-Assessment and Scorecard you will develop a clear picture of which ISO 20700 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 20700 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 20700 projects with the 62 implementation resources:


• 62 step-by-step ISO 20700 Project Management Form Templates covering over 1500 ISO 20700 project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Scope Management Plan: Do you have funding for ISO 20700 project and product development, implementation and on-going support?
   
   

2. Team Member Status Report: When a teams productivity and success depend on collaboration and the efficient flow of information, what generally fails them?
   
   

3. Stakeholder Management Plan: Have you eliminated all duplicative tasks or manual efforts, where appropriate?
   
   

4. WBS Dictionary: Identify potential or actual overruns and underruns?
   
   

5. WBS Dictionary: Are overhead costs budgets established on a basis consistent with anticipated direct business base?
   
   

6. Source Selection Criteria: With the rapid changes in information technology, will media be readable in five or ten years?
   
   

7. Team Member Performance Assessment: To what degree do team members articulate the teams work approach?
   
   

8. Quality Audit: How does your organization know that the support for its staff is appropriately effective and constructive?
   
   

9. Lessons Learned: How was the political and social history changed over the life of the ISO 20700 project?
   
   

10. Procurement Management Plan: Is the ISO 20700 project schedule available for all ISO 20700 project team members to review?


 
Step-by-step and complete ISO 20700 Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 ISO 20700 project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 ISO 20700 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 20700 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 20700 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 20700 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 20700 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 20700 project with this in-depth ISO 20700 Toolkit.

In using the Toolkit you will be better able to:


• Diagnose ISO 20700 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 20700 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 20700 investments work better.

This ISO 20700 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.