Microsoft Exchange Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Microsoft Exchange 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Exchange improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. How much experience should a third-party provider have with multiple Microsoft platforms like Office 365, on-premise Exchange, Exchange Online, SharePoint, Skype for Business, etc.?

  2. Have internal requirements for SharePoint content management been adequately addressed in the context of managing site proliferation or deciding which sites live beyond usefulness?

  3. Have you considered a transition period with a hybrid infrastructure, where some users would have email in the Cloud and the majority would remain on the local Exchange server?

  4. What services are offered for migrating archived data from on-premise archiving solutions to either Exchange Online Archiving or a third-party, cloud-based archiving solution?

  5. Do you need to add your corporate domain(s) and set up journal rules to capture all messages sent or received from Exchange Online directly within the administration console?

  6. How can customers protect business critical Exchange Server databases without imposing any performance or availability limitations on production computing systems?

  7. Does a customer administrator have access to a users archived email if the user has been deleted from your organizations active directory and the mail servers?

  8. Has sharepoint security been adequately addressed in the context of things like permissions management, content encryption or access control?

  9. Can a single Connector Server be used to deploy the Active Directory User Management connector bundle and Exchange connector bundle?

  10. Why does the host operating system disagree with the guest operating systems about the amount of resources that are being used?


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 Microsoft Exchange book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Lessons Learned: How well were expectations met regarding the frequency and content of information that was conveyed to by the Microsoft Exchange project Manager?

  2. Stakeholder Management Plan: Is Microsoft Exchange project status reviewed with the steering and executive teams at appropriate intervals?

  3. Human Resource Management Plan: Have all involved Microsoft Exchange project stakeholders and work groups committed to the Microsoft Exchange project?

  4. Change Management Plan: How can you best frame the message so that it addresses the audiences interests?

  5. Probability and Impact Matrix: How would you assess the risk management process in the Microsoft Exchange project?

  6. Source Selection Criteria: What benefits are accrued from issuing a DRFP in advance of issuing a final RFP?

  7. Human Resource Management Plan: Are estimating assumptions and constraints captured?

  8. Activity Duration Estimates: If the optimiztic estimate for an activity is 12days, and the pessimistic estimate is 18days, what is the standard deviation of this activity?

  9. Procurement Audit: Are all purchase orders reviewed by someone other than the individual preparing the purchase order (reasonableness of order and vendor selection)?

  10. Quality Audit: How does your organization know that its research programs are appropriately effective and constructive?

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

1.0 Initiating Process Group:

  • 1.1 Microsoft Exchange project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Microsoft Exchange project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Microsoft Exchange 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 Microsoft Exchange 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 Microsoft Exchange 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 Microsoft Exchange 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 Microsoft Exchange project with this in-depth Microsoft Exchange Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Microsoft Exchange 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 Microsoft Exchange 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 Microsoft Exchange investments work better.

This Microsoft Exchange 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.