Knowledge Management System Toolkit

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Be accountable for responding to customer inquiries by utilizing information learned during training and resources available through people, customer records, and Knowledge Management Systems.

More Uses of the Knowledge Management System Toolkit:


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Knowledge Management System 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 990 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 Management System improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. How does an employee faced with a problem identify the elements in your organizations knowledge base that represent similar, and still somewhat different, previous problem situations?

  2. What technologies are promising in the area of expertise mapping and the implementation of a personalization strategy within a Knowledge Management System?

  3. Do you have adequate processes, Information Systems and data and knowledge in place to facilitate consultation, analysis and Decision Making efficiently?

  4. Does the Contract management manual document the management systems devised to ensure the contractual deadlines relating to payment of invoices are met?

  5. Do you have systems in place to map Employee Training to Quality Management processes, and to ensure all employees remain knowledgeable and informed?

  6. Does nheicc have a system in place to facilitate the generation, learning, sharing, and use of relevant knowledge by staff within your organization?

  7. Does the implementation of a Knowledge Management System necessarily result in significant changes to your Organizational Structure of that firm?

  8. Do you want your community provider to offer seamless integration with your management systems so that your member data can be fully utilized?

  9. Will your organization provide resources with the knowledge of the legacy system Data Structures and the business interpretation of the data?

  10. How do your training and Professional Development plans address the knowledge and skills needed to meet your programs goals and objectives?

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 Management System book in PDF containing 990 requirements, which criteria correspond to the criteria in...

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

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Does the detailed work plan match the complexity of tasks with the capabilities of personnel?

  2. Scope Management Plan: Is there general agreement & acceptance of the current status and progress of the Knowledge Management System project?

  3. Resource Breakdown Structure: What is the difference between % Complete and % work?

  4. Variance Analysis: Are there quarterly budgets with quarterly performance comparisons?

  5. Lessons Learned: How much of your time was spent on other than this Knowledge Management System project?

  6. Team Member Performance Assessment: What happens if a team member disagrees with the Job Expectations?

  7. Source Selection Criteria: How and when do you enter into Knowledge Management System project Procurement Management?

  8. Stakeholder Analysis Matrix: If you can not fix it, how do you do it differently?

  9. Procurement Management Plan: Are internal Knowledge Management System project status meetings held at reasonable intervals?

  10. Activity Duration Estimates: Briefly summarize the work done by Maslow, Herzberg, McClellan, McGregor, Ouchi, Thamhain and Wilemon, and Covey. How do theories relate to Knowledge Management System Project Management?

Step-by-step and complete Knowledge Management System 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 Management System 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 Management System 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 Management System project with this in-depth Knowledge Management System Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Knowledge Management System 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 Management System 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 Management System investments work better.

This Knowledge Management System 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.