Knowledge Base Toolkit

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Proactively seek to minimize potential Application Support problems through Root Cause Analysis, analysis of outputs from aggregated monitoring and diagnostic tool, reviewing Knowledge Base, and understanding the context of incidents across the team.

More Uses of the Knowledge Base Toolkit:

  • Oversee the development of the IT Service Catalog, asset database and IT Knowledge Base to ensure that information is accurate and available to identified stakeholders.

  • Confirm your venture provides feedback for ongoing Process Improvement; identify trends and Knowledge Base needs and provide insight to increase operational efficiencies.

  • Orchestrate: development of the structured Knowledge Base needed to discover vulnerabilities and recommend solutions for tightening Network Security and protecting data from.

  • Maintain governance of privacy operations by coordinating meetings, maintaining a Knowledge Base of decisions and facilitating identified actions to completion; provide regular program updates to important partners.

  • Identify and implement ways to help staff continuously improve Knowledge Base and skills, through mentoring and external Professional Development Programs.

  • Devise: partner with Engineering teams to create and update diagnostic information and procedures contained in the diagnostics Knowledge Base for use by non engineers.

  • Control: continuously develop a Knowledge Base of your product and pricing; stay abreast on industry and Market Trends and opportunities; and understand who your competitors are.

  • Manage: clearly and concisely document all relevant interactions with customers throughout the engagement process to ensure that an effective Knowledge Base is maintained.

  • Support overall Staff Development efforts by developing or participating in the creation of new design and delivery capabilities, as simulations, gamification, and peer contributed Knowledge Bases.

  • Systematize: effectively identify accounting issues, apply the relevant accounting Knowledge Base and make decisions with conviction; make the complex simple.

  • Coordinate: research support cases, Knowledge Bases/repositories, user/administration manuals, and internet resources in an effort to deliver technical solutions.

  • Govern: development of the structured Knowledge Base needed to discover vulnerabilities and recommend solutions for tightening Network Security and protecting data from potential attackers.

  • Identify: complete technical review, support code migration, and provide technical artifacts for an internal Knowledge Base, while collaborating with a technical team.

  • Manage Knowledge Base content creation and cultivation, special projects, customer communications, product and tooling integration and validation, etc.

  • Be certain that your business serves as your organizations Knowledge Base of modern information technology applications and centralized resource for professional Project Management capabilities.

  • Collaborate with marketing, suppliers and internal specialists to build a deep Knowledge Base of category information for customers and sellers.

  • Be able to write and develop the solutions learned from customer interaction into materials for internal and customer facing FAQs and Knowledge Base.

  • Govern: development and management of security, privacy, and compliance content for your organizations security Knowledge Base (serving revenue and support engineering).

  • Confirm your organization creates, execute and delivers legacy reporting and related research, and ensures that Knowledge Base for Employee Call Center is advised of appropriate updates and/or changes.

  • Troubleshoot desktop and internal/production server technical issues using personal skills, Knowledge Base, vendor literature, and communication with other team members.

  • Establish that your organization complies; goes beyond existing Knowledge Base and expands your understanding, methods, and procedures, leaving a base for others to utilize and build upon (trailblazing).

  • Assure your organization provides feedback for ongoing Process Improvement; identifies trends and Knowledge Base needs and provides insight to increase operational efficiencies.

  • Develop extensive Knowledge Base of existing Salesforce processes, identify opportunities to drive efficiency and scale in partnership with metric owners across your organization.

  • Devise: proactively seek and lead available organization sponsored training, in an effort to develop and advance Knowledge Base and skill set.

  • Secure that your team builds the change navigation practice through contribution to methodology, assets, Knowledge Sharing, and developing talent giving your team a chance to enhance the Knowledge Base while improving your service to customer.

  • Ensure service needs and SLAs by reviewing support Management System, providing training, and making sure the Knowledge Base information is accurate and up to date.

  • Lead the creation and maintenance of Standard Operating Procedures, policies, SLAs, end user training, technical and end user Knowledge Base.

  • Develop escalation workflows and drive customers to the Knowledge Base for Self Service, identifying common issues and handling complex customer situations.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What relevant entities could be measured?

  2. Have you defined which data is gathered how?

  3. Do Knowledge Base rules make a reasonable demand on a users capabilities?

  4. How will you recognize and celebrate results?

  5. Do you have enough freaky customers in your portfolio pushing you to the limit day in and day out?

  6. How do you identify the kinds of information that you will need?

  7. What is measured? Why?

  8. Where is the cost?

  9. Is there an action plan in case of emergencies?

  10. What are your outputs?

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

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

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

  4. Closing Process Group: Did the Knowledge Base Project Team have enough people to execute the Knowledge Base 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 Knowledge Base 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 Knowledge Base 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 Knowledge Base 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 Knowledge Base project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Knowledge Base 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 Knowledge Base 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 Knowledge Base investments work better.

This Knowledge Base 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.