O365 Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical O365 Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any O365 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 O365 specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the O365 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which O365 improvements can be made.

Examples; 10 of the 991 standard requirements:


1. How to use Microsoft Office 365 tools to achieve business goals greater efficiency and productivity, higher level of employee collaboration, connectivity and engagement?
   
   

2. How can knowing how to more effectively engage and retain talent in your department help to renew motivation, increase productivity, and re energize your team?
   
   

3. Will your organization be providing the requested server or will the server be requested as part of the Vendors quoted delivery?
   
   

4. What, if any, training products, services, or vendors do you currently employ for training related to SharePoint/O365?
   
   

5. Is it possible to execute a search across all of O365 without having to first identify the repositories to search?
   
   

6. Will the solution impact employees across the whole organization or is it specific to a team or department?
   
   

7. Should you employ multiple providers in order to distribute the risk associated with going to the cloud?
   
   

8. What do you believe are the biggest reasons your organizations IT environment has become more complex?
   
   

9. What changes if your organization migrates to Exchange OnLine before migrating to the Accounts Domain?
   
   

10. How do you access the existing Visual Studio Subscription portal with the new Microsoft Imagine site?
    
    


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 O365 book in PDF containing 991 requirements, which criteria correspond to the criteria in...


Your O365 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 O365 Self-Assessment and Scorecard you will develop a clear picture of which O365 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 O365 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 O365 projects with the 62 implementation resources:


• 62 step-by-step O365 Project Management Form Templates covering over 1500 O365 project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Cost Management Plan: Have the key elements of a coherent O365 project management strategy been established?
   
   

2. Human Resource Management Plan: Are O365 project team roles and responsibilities identified and documented?
   
   

3. Activity Duration Estimates: Are procurement documents used to solicit accurate and complete proposals from prospective sellers?
   
   

4. Team Directory: Does a O365 project team directory list all resources assigned to the O365 project?
   
   

5. Procurement Audit: Were all interested operators allowed the opportunity to participate?
   
   

6. Schedule Management Plan: Are estimating assumptions and constraints captured?
   
   

7. Procurement Audit: In open and restricted procedures, did the contracting authority make sure that there is no substantive change to the bid due to this clearing process?
   
   

8. Quality Management Plan: Can you perform this task or activity in a more effective manner?
   
   

9. Procurement Audit: Are behaviour modification applied to change procurement of goods and services if procurement is not functioning properly?
   
   

10. Process Improvement Plan: Have storage and access mechanisms and procedures been determined?


 
Step-by-step and complete O365 Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 O365 project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 O365 project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 O365 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 O365 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 O365 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 O365 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 O365 project with this in-depth O365 Toolkit.

In using the Toolkit you will be better able to:


• Diagnose O365 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 O365 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 O365 investments work better.

This O365 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.