PII Toolkit

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Manage, control, coordinate and prioritize activities for the requirements, evaluation, selection, contracting, implementation, modifications, operations and maintenance of commercially available applications to serve the needs of your organization.

  • Formulate: consistently meet or exceed productivity and accuracy standards established by the client and/or your organization.

  • Oversee: effectively gain the customers cooperation to work through the troubleshooting process, ensuring customer problem resolution.

  • Confirm your design complies; monitors the performance of the Compliance Program and relates activities on a continuing basis, taking appropriate steps to improve its effectiveness.

  • Confirm your operation acts as the security officers for your organization to ensure that all security protocols are in place and compliant.

  • Ensure continuous delivery of IT services through effective management of IT resources and monitoring of IT systems performance.

  • Manage the assigned team to develop new product features, innovative approaches, breakthrough technologies, and improved processes.

  • Oversee: act as a liaison between staff and management, analyzing and interpreting data involving organization procedures, policies, and workflows.

  • Drive: research, identify, and interpret current and emerging employee relations issues, trends, and opportunities; develop and implement topical programs, initiatives, and communications.

  • Confirm your planning facilitates the successful preparation and completion of annual inspections to ensure government compliance.

  • Assemble and disassemble units to install missing and/or defective component or complete missing or partially completed processes.

  • Be certain that your venture assess and anticipate technology projects, provide quality control, and recommend appropriate action and resources.

  • Coordinate with IT users and project managers to plan the timing, resources and precise requirements to implement new systems and services, and to upgrade existing services or resolve issues.

  • Support problem resolution considerations with suppliers and ensure the adequacy and timeliness of supplier correction action plans.

  • Ensure you shape; lead cross functional program teams to meet project schedule, cost, quality, durability, performance and reliability requirements.

  • Standardize: review and interpret new benefit plans and/or benefit plan changes, develop resource materials and act as a resource for staff.

  • Manage work with sensitive and confidential information and maintain highest standards of data protection to ensure client confidentiality.

  • Oversee: dpa require a team that is dedicated to building and sustaining public confidence in effective and efficient government.

  • Confirm your operation ensures organizations strategic plan and business plan are integrated and implemented into the teams strategies, goals, objectives, work plans and work products and services.

  • Drive impetus to chosen programs, while connecting product description and product personality to the designers concept.

  • Warrant that your group maintains, and helps revise policies and procedures for the general operation of your organizations Compliance Program Security, Contractual, IT, etc.

  • Head: effective communications and training/ instructing skills (mostly 1 on 1 with users), and also keeping team members current on ones tasking order and progress.

  • Devise: consistently meet or exceeds established goals and performance metrics which reflect higher performance expectations.

  • Ensure you join; respond as the security officers for the Human Services Department related to technology security, Cybersecurity incident response, and Human Service electronic data breach investigations.

  • Refer unresolved customer complaints outside of department to designated departments for further investigation.

  • Coordinate with technology, legal, Cybersecurity, human resources, and risk management teams on the evaluation, procedural development, and implementation of data security and overall risk mitigation procedures.

  • Coordinate invoices and expense reports with accounting department for clients and/or vendors and ensure timely processing.

  • Arrange that your organization provides the supervisor status reports on employee performance, progress, training needs and behavior problems.

  • Oversee entire implementation of technologies through a top down approach to ensure success as defined by adherence to project scope, budget, timeline, and key performance indicators.

  • Establish that your organization leads the team in assessing strengths and weaknesses of the program, and exploring alternatives for improvements.

  • Confirm your venture receives equipment from organization vendors and offices, preparing it for inventory, configuration, deployment, fix, refurbishment, salvage, and/or cannibalization, with effective control and tracking using department tools and systems.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How can the phases of PII development be identified?

  2. At what moment would you think; Will I get fired?

  3. What are the rules and assumptions your industry operates under? What if the opposite were true?

  4. In the case of a PII project, the criteria for the audit derive from implementation objectives, an audit of a PII project involves assessing whether the recommendations outlined for implementation have been met, can you track that any PII project is implemented as planned, and is it working?

  5. How do you reduce costs?

  6. What are the current costs of the PII process?

  7. What qualifications are necessary?

  8. How important is PII to the user organizations mission?

  9. How do you create buy-in?

  10. What should you measure to verify efficiency gains?

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

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

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

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

1.0 Initiating Process Group:

  • 1.1 PII project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 PII project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 PII 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 PII 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 PII 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 PII project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose PII 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 PII 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 PII investments work better.

This PII 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.