Microsoft Visio Toolkit

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Confirm your organization serves as business partner to leadership in all business aspects, providing data resources to increase effectiveness of market strategies; provides information and support to leadership for high level strategic and tactical decisions for Business Intelligence tools and applications.

  • Devise: regularly contribute to business Process Improvement and identify inconsistencies in like processes throughout your organization.

  • Warrant that your strategy identifies modifications needed in existing applications to meet changing user requirements.

  • Perform unit and functional Integration Testing to ensure the deliverables meet the requirements.

  • Develop operating procedures, gain consensus and support training for buying team activity.

  • Determine if end user training is necessary and provide supporting materials for that training.

  • Identify Data Quality issues and support the Data Governance initiative by participating in necessary activities.

  • Make sure that your corporation provides internal consulting to clients on how to make best use of functionality readily available in the current applications.

  • Secure that your organization complies; focuses on Operational Excellence by advancing and improving organizational processes and technologies.

  • Confirm your project ensures any new software integrations meet functional requirements, system compliance, and interface specifications.

  • Maintain communication with customer and other team members to ensure deliverables and desired outcomes are on track and expectations are clear.

  • Pilot: code, test, promote, and interact with impacted users ensuring that solution meets requirements.

  • Ensure you listen; understand principles of cost estimating and productivity in establishing schedule parameters durations, cost and resource loading, etc.

  • Confirm your organization analyzes results of analytical testing to ensure the derived solution matches the documented business need.

  • Confirm your strategy ensures that milestones are achieved on time and on budget and in scope by dealing with or escalating issues with sufficient time for course correction.

  • Evaluate and advise on the impact of long range planning, introduction of new programs/strategies and regulatory action.

  • Develop, improve, maintain and revise Standard Operating Procedures and/or training materials for contractually provided activities.

  • Ensure you forecast; lead the efforts and process to gather and create SOP requirements or Process Improvements.

  • Govern: proactively evaluate application functions and features against Business Processes to support current and evolving business practices.

  • Manage work with business units to document and improve processes and recommend re solutions to improve productivity, increase revenue, reduce expenses, and enhance services.

  • Lead: direct and support developing Test Cases, mapping software requirements across the system functionality.

  • Confirm your corporation provides support for complex computing environment in areas as hardware, software and networks.

  • Be accountable for training infrastructure provides Virtual Environment for various technologies for your employees at client locations.

  • Support internal team members in fostering client relationships and work in a team to drive impactful and sustainable change for client counterparts and organizations.

  • Create week/monthly Status Reports for customers and Program Management to ensure products are on track.

  • Confirm your team initiates and maintains relationships with clients to ensure processes and solutions are integrated to support business requirements.

  • Perform initial configuration of application and system testing before turning over to the customer.

  • Lead: conduct User Acceptance Testing to ensure the provided solution is solving the business problem.

  • Secure that your enterprise performs decision analysis, Simulation, optimization, and Decision Making to support the evaluation and selection of alternative Software Architectures.

  • Establish that your venture leads as is and to be Business Process requirements/optimization sessions with client organizations.

  • Perform unit testing to ensure requirements are satisfied by developed/configured solution and document changes to functional and business specifications.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Microsoft Visio 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 Microsoft Visio improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Will it be accepted by users?

  2. Is Microsoft Visio dependent on the successful delivery of a current project?

  3. How do you assess the Microsoft Visio pitfalls that are inherent in implementing it?

  4. What do you need to start doing?

  5. How likely is it that a customer would recommend your company to a friend or colleague?

  6. What resources are required for the improvement efforts?

  7. Are you changing as fast as the world around you?

  8. Has implementation been effective in reaching specified objectives so far?

  9. Do you identify any significant risks or exposures to Microsoft Visio thirdparties (vendors, service providers, alliance partners etc) that concern you?

  10. Are the planned controls working?

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

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

  • 62 step-by-step Microsoft Visio Project Management Form Templates covering over 1500 Microsoft Visio 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 Microsoft Visio project issues be unconditionally tracked through the issue resolution process?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Microsoft Visio 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 Visio 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 Visio 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 Visio 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 Visio project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Microsoft Visio 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 Visio 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 Visio investments work better.

This Microsoft Visio 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.