PPM Toolkit

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Provide timely, relevant and objective data to be used to monitor the health of the Project Portfolio, to measure the performance of the portfolio, and ensure that delivery of Strategic Objectives is achieved on time and on budget.

More Uses of the PPM Toolkit:

  • Assure visibility of project sourcing and procurement requirements to, with tracking of workflow in alignment with External Labor Management, Legal and Procurement policies and practices.

  • Ensure you design; build and maintain relationships by engaging business leaders to establish credibility, solve problems, build consensus and achieve objectives.

  • Establish that your enterprise facilitates PMO portfolio oversight activities to monitor and control portfolio performance.

  • Denote project commitments that reconcile to approved divisional plan commitments.

  • Warrant that your group supports preparation of Resource Management reporting and contributes to the analysis and escalation.

  • Initiate: key contributor in your Strategic Planning cycle to develop in year and next year goals.

  • Make sure that your organization complies; this position serves as a liaison between business end users and technology professionals / resources.

  • Manage all aspects of multiple related projects to ensure the overall program is aligned to and directly supports the achievement of Strategic Objectives.

  • Ensure your group understands project work breakdown structures and supports portfolio level schedule management.

  • Identify and develop trusted adviser relationship with project and program stakeholders, sponsors and organization stakeholders.

  • Ensure you advise; lead with knowledge in PMO development, governance, monitoring, compliance, process development, implementation, and Project Management.

  • Organize: direct the activities of the Project Management life cycle in conjunction with the software delivery life cycle.

  • Develop and implement best practices for Business Requirements, PMO standards, processes, and policies.

  • Confirm your organization oversees all phases of solution implementation and the corresponding project and quality documentation to ensure adherence to budget, schedule and scope.

  • Procure adequate resources to achieve project objectives in planned timeframes.

  • Manage or influence Project Managers, Business Analysts, test leads, Solution Architects and project business owners across your organization.

  • Confirm your organization develops high level and detailed project plans and ensures that the scope and approach are fully understood by all stakeholders.

  • Identify: quick learner; can easily learn new business and technical tools and processes.

  • Be certain that your design
  • Guide: centrally capture all Business Requirements across the portfolio in an enterprise tool with traceability of requirements to Test Plans and Test Cases.

  • Support delivery performance scoring calculated across all projects and reported to sponsors/business owners.

  • Confirm your business supports compliance of the standard PMO processes and ensures adherence to them.

  • Lead establishing practices, templates, policies, tools and partnerships to expand and mature capabilities for your organization.

  • Virtualization development (hypervisor, management and provisioning)Ruby for Linux scripting.

  • Organize: work creatively and analytically in a Problem Solving environment demonstrating teamwork, innovation and excellence.

  • Assure your organization leads cross functional Project Teams and work with Business Process owners to determine and translate Business Requirements into technology solutions.

  • Provide Status Reporting regarding project milestones, deliverable, dependencies, risks and issues, communicating across leadership.

  • Head: report on project success criteria results, metrics, test and Deployment management activities.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Have you included everything in your PPM cost models?

  2. Have all basic functions of PPM been defined?

  3. What qualifications do PPM leaders need?

  4. How do you set PPM stretch targets and how do you get people to not only participate in setting these stretch targets but also that they strive to achieve these?

  5. How do you manage PPM Knowledge Management (KM)?

  6. What is the estimated value of the project?

  7. Why do the measurements/indicators matter?

  8. What is your cost benefit analysis?

  9. At what point will vulnerability assessments be performed once PPM is put into production (e.g., ongoing Risk Management after implementation)?

  10. PPM risk decisions: whose call is it?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose PPM 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 PPM 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 PPM investments work better.

This PPM 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.