ISO 20700 Toolkit

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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 992 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 992 standard requirements:

  1. Have the fees and salaries of all staff and contractors providing a service to the project, including legal, technical and financial consultancy fees, been included in the budget?

  2. How are environmental sustainability strategies implemented and how are the associated changes managed in practice, compared to the findings in the existing literature?

  3. Have you been engaged in the management of any companies/businesses that were declared insolvent or that have had an external administrator or trustee appointed?

  4. Does your organization anticipate the selected consultant will provide project management or oversight services during the ERP implementation?

  5. What information would you need to be given by the management on a regular basis in order to perform your duties as a consultant effectively?

  6. Is your organization ready to deal with the amount of change needed to implement smart grids as a strategic foundation of your business?

  7. Are there consulting services available to researchers to design a storage and back up strategy appropriate for the research?

  8. What is the contribution of standards to use and provide consulting services reliably, with no more than a reasonable risk?

  9. Have all departments involved with the service user been consulted and involved in formulating the management plan?

  10. How can consultants apply strategies and skills for using emotions adaptively and for creating transformations?


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 992 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. Procurement Management Plan: Have external dependencies been captured in the schedule?

  2. Risk Register: How often will the Risk Management Plan and Risk Register be formally reviewed, and by whom?

  3. Quality Audit: How does your organization know that its risk management system is appropriately effective and constructive?

  4. Probability and Impact Assessment: What should be the external organizations responsibility vis-à-vis total stake in the ISO 20700 project?

  5. Procurement Management Plan: Do ISO 20700 project teams & team members report on status / activities / progress?

  6. Cost Management Plan: Does the resource management plan include a personnel development plan?

  7. Lessons Learned: How effective were the techniques used to prepare you and your organization for the impact of the changes brought about by the product or service produced by the ISO 20700 project?

  8. Activity Duration Estimates: Consider the examples of poor quality in information technology ISO 20700 projects presented in the What Went Wrong?

  9. Activity Duration Estimates: Is the cost performance monitored to identify variances from the plan?

  10. Human Resource Management Plan: Are the schedule estimates reasonable given the ISO 20700 project?

 
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.