Patching Toolkit

Downloadable Resources, Instant Access

Integrate automated capabilities for updating or Patching system software where practical and develop Processes And Procedures for manual updating and Patching of system software based on current and projected patch timeline requirements for the operational environment of the system.

More Uses of the Patching Toolkit:

  • Coordinate and execute system install, configuration, integration, Patching, upgrades, and changes ensuring adherence to client SDLC, ITSM, and other Policies and Procedures.

  • Provide instrument and electrical technical information based on sound engineering practices to ensure a safe work environment for all plant personnel.

  • Assure your corporation coordinates with organizations local engineering resources and OEMs for Patching, upgrading, or renewing tool and sensor software and hardware.

  • Be accountable for overseeing Patching, hardening, and base lining activities across all Customer networks, and ensuring all stakeholders are in compliance with Patching/hardening requirements.

  • Develop policies and audits for firewall rules, Data Protection controls, Patching, encryption, Vulnerability Scanning, pen testing.

  • Perform full scope administration, management, configuration, Patching, upgrades and optimization of Incident Response tools and devices.

  • Assure your organization performs architecture review, infrastructure design and builds, and maintenance and support activities for the BigFix Patching and associated systems.

  • Ensure your organization of corrections defines a professional reference as an individual who has been paid to supervise your work and can attest to your work performance, technical skills, and job competencies.

  • Perform testing of new systems, upgrades and Patching of existing systems; plan, conduct and document results of testing.

  • Create and modify processes and technical documentation that consists of deployment, Patching, test and validation along with performance and resource reports on a regular basis.

  • Make sure that your business complies; Requirements Gathering, consulting, research, design, execution, security and operational configuration, Patching, scripting/automation, documentation, testing and/or Knowledge Transfer.

  • Ensure your business coordinates with organizations local engineering resources and OEMs for Patching, upgrading or renewing tool and sensor software and hardware.

  • Be accountable for providing support for Systems Administration tasks as Patching, cabling, updating, and maintaining Network Infrastructure.

  • Identify: conduct database upgrades, migration, Patching, advanced replication/streams, Capacity Planning, script development.

  • Lead: there are exceptions where Patching, version upgrades, and production issues are typically handled during off hours.

  • Manage: service champions have the right to resign at any time, for any reason, with or without notice, with or without cause.

  • Make sure that your strategy complies; controls expenditure by gathering and submitting budget information; scheduling expenditure; monitoring variances; implementing Corrective Actions.

  • Identify: sufficient technical depth around endpoint management, Patching, enterprise monitoring platforms, and cloud management.

  • Coordinate: data diagnostics extracting, scrubbing and Patching very large sets of data together from a variety of internal and external sources.

  • Develop and implement security strategies as password security, 2 factor authentication, Mobile Security, End Point Protection, Big Fix Patching, Firewalls, Wireless access and other Emerging Technologies.

  • Confirm your business complies; partners with different IT teams and delivery teams to ensure inclusion of operational requirements, system impacts perf, Patching, monitoring, etc.

  • Confirm your strategy performs routine scheduled and expedited software Patching and version upgrades to comply with security and manufacturer identified performance issues.

  • Be accountable for tracking and reporting of vulnerability and Patching analysis reports and management of resolution activities.

  • Guide: device hardening/Patching of Firewalls and Intrusion Detection Systems/Intrusion Prevention systems (ids/ips).

  • Ensure primary owner of your organizations Patch Management process with the goal of maintaining compliance with established your organizations Patching policy.

  • Confirm your enterprise provides expert level support with respect to Database Administration backup/recovery, installation and Patching, upgrade.

  • Govern: review vulnerability reports, validating the findings, and determining which vulnerabilities require prompt remediation, versus the ones that can be mitigated through the normal Patching process.

  • Confirm your venture complies; contacts are typically to give or exchange information, to resolve problems, to provide services, or to motivate or influence persons.

  • Contribute to Continuous Improvement by offering suggestions for long term solutions to minimize costs, improve reliability, and improve loss control performance.

  • Oversee the code Vulnerability Scans and applications Patching process, to ensure that SLAs around time to remediation are being met.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What causes mismanagement?

  2. What is in scope?

  3. Implementation planning: is a pilot needed to test the changes before a full roll out occurs?

  4. How likely is the current Patching plan to come in on schedule or on budget?

  5. What counts that you are not counting?

  6. What happens if you do not have enough funding?

  7. What is the overall Business Strategy?

  8. Is the Quality Assurance team identified?

  9. What are the types and number of measures to use?

  10. What practices helps your organization to develop its capacity to recognize patterns?

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

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

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

  4. Closing Process Group: Did the Patching project team have enough people to execute the Patching 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 Patching 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 Patching 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 Patching 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 Patching project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Patching 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 Patching 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 Patching investments work better.

This Patching 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.