It Management Toolkit

Downloadable Resources, Instant Access

Confirm your organization across your organization, work with It Management, department heads, Internal Audit staff, and others to verify that remediation plans are executed; verify via follow up procedures that remediation plans implemented as planned to strengthen controls and mitigate identified risks.

More Uses of the It Management Toolkit:

  • Provide oversight and support to the Program Management in coordinating organization wide communication needs with the outsourced marketing firm.

  • Orchestrate: work closely with It Management and functional business teams on it deliverables, schedules, resource and costs supporting a portfolio of projects and programs.

  • Maintain business relationships with appropriate levels of client management to ensure that audIt Management is aware of changes in business activities and objectives and, if necessary, an audit response is developed.

  • Direct: conduct research on industry and hiring trends, and forecast shifting opportunities or areas of focus for the program based on the external environment.

  • Consult with business unIt Management to identify and document Business Needs and objectives, current operational procedures and problems in the area of Information Technology Management and controls.

  • Provide day to day management of the RE consultants; partnering to align your organizations culture, policies and practices with RE values.

  • Provide in depth Technical Consultation to clients and It Management to ensure development of efficient application systems utilizing established standards, procedures and methodologies.

  • Apply appropriate Project Management practices and techniques to facilitate meetings with each software selection committee, vendors, IT teams, and It Management.

  • Set and communicate overall vision, strategic and operational direction and ensure alignment with program objectives across your organization.

  • Provide leadership and Problem Solving skills that bring individuals together with clear direction and expectations, along with realistic goals and timelines.

  • Manage work with the Engagement team to pursue and shape funding and partnership opportunities that further your organizations strategic vision.

  • Ensure you engineer; lead Business Alignment mission focused; continually searches for and implements strategies to make your organizations mission relevant to the changing realities of the marketplace.

  • Analyze and troubleshoot query performance and take Corrective Actions to solve issues in real time, providing Problem Resolution end to end.

  • Warrant that your planning communicates effectively with the Board and provides, in a timely and accurate manner, all information necessary for the Board to function properly and make informed decisions.

  • Consult with business unIt Management and personnel to identify and document Business Needs and objectives, current operational procedures and problems.

  • Oversee the establishment of generally accepted accounting principles of Fiscal Management standards, systems and best practices aimed at building finance stewardship and accountability.

  • Oversee a portfolio of IT/IS projects by having direct involvement with and oversight of Project Managers from planning to project closure; facilitate communication and up to date work progress across It Management.

  • Secure that your corporation provides guidance and direction for development of team members to improve overall professionalism and efficiency of department and client team cohorts.

  • Provide leadership and management of operational protocols and staff throughout your organization to strengthen the operating efficiency.

  • Organize: actively work with business unIt Management and decision makers to execute towards the project backlog, collaborating on establishing business driven priorities for fixes and enhancements.

  • Support event execution by sourcing and hiring vendors, maintaining communications with contacts, and ensuring that vendors are paid with compliance.

  • Keep up to date on best practices, techniques and standards for peer exchange to ensure that network learning opportunities are engaging and impactful.

  • Maintain and update department processes and audit manuals; manage potential changes during the year; coordinate scheduling periodic review with audIt Management and stakeholders; and maintain Version Control.

  • Make sure that your organization develops and maintains strategic plans; assesses policy needs and develops policies to govern IT activities; provides policy guidance to It Management, staff, and customers and prepares IT budgets and leads policy/strategy considerations across teams.

  • Be certain that your planning provides specialized expertise and support to clients, It Management, and staff in the implementation and operational aspects of Cybersecurity procedures and products.

  • Govern: function as the single point of It Management contact for key elements as enterprise IT Policy and standards, IT contract and License Management and IT Audit Management.

  • Lead developing the audit work program, in consultation with audIt Management, for efficient and effective testing of key controls.

  • Engage with other Team Leads and staff to foster a culture of collaboration, diversity, Equity And Inclusion across the whole organization.

  • Ensure that services implemented are consistent with organization goals, effective practices and organizational Performance Measurement Systems.

  • Support the design and implementation of a long range strategy in order to maintain financial health and create sustainability in a time of dramatic financial stress.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Can the schedule be done in the given time?

  2. How do you encourage people to take control and responsibility?

  3. How do you catch It Management definition inconsistencies?

  4. What are the implications of the one critical It Management decision 10 minutes, 10 months, and 10 years from now?

  5. What are the It Management investment costs?

  6. Does It Management analysis show the relationships among important It Management factors?

  7. Which measures and indicators matter?

  8. Which information does the It Management Business Case need to include?

  9. Who qualifies to gain access to data?

  10. Is maximizing It Management protection the same as minimizing It Management loss?

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

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

  • 62 step-by-step It Management Project Management Form Templates covering over 1500 It Management 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 It Management project issues be unconditionally tracked through the Issue Resolution process?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 It Management 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 It Management project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose It Management 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 It Management 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 It Management investments work better.

This It Management 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.