Privileged Account Management Toolkit

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Provide daily management of program level risks and issues related to organizational impact and acceptance of change, regulatory controls and audit findings, identity Data Security, and scope/schedule/cost.

More Uses of the Privileged Account Management Toolkit:

  • Warrant that your organization complies; directs and provides a Strategic Risk management vision that scales to effectively secure the business while balancing innovation and execution.

  • Identify information system security requirements and practices to ensure the safety and security of your organizations information assets.

  • Warrant that your planning performs analysis of retrieved data, and the preparation of detailed reports of INFOSEC security incidents.

  • Be accountable for driving and deploying modern Access management options, as Single Sign On (SSO), federated identities, multi factor authentication (MFA) and Privileged Account Management.

  • Be accountable for deploying modern Access management options, as Single Sign On (SSO), federated identities, multi factor authentication (MFA) and Privileged Account Management.

  • Confirm you commit; build a sound working relationship with finance team to ensure proper communication and financial accountability for group accounts.

  • Oversee user provisioning processes to support a large user base, meet organizational needs, and service enterprise application needs.

  • Engage business and IT stakeholders to build consensus around overall IAM Program success metrics, business benefit, and support for organizational change.

  • Gather and analyze enterprise security, Regulatory Compliance, and business Process Requirements and lead others in performing activities.

  • Make sure that your corporation develops and executes Communication Plans, in easily understood terms, to inform all levels of your organization about security risks and program changes.

  • Provide skill in identifying inefficiencies or risk and recommending, and implementing appropriate solutions.

  • Manage work with the Active Directory team and O365 team to implement and establish new technology and processes for automation and minimize security risks.

  • Drive requirements and Design Specifications for privileged Access management solutions and direct others in performing activities.

  • Ensure that privileged and/or proprietary information is adequately safeguarded against disclosure.

  • Identify opportunities to improve automation and standardization for network and application accounts, with long term focus on cloud based deployments.

  • Secure that your strategy develops, update and maintains a comprehensive database of technical and corresponding resolutions.

  • Install and configure commercial off the shelf applications and software/hardware enhancement products.

  • Be certain that your operation coordinates, execute, implements, and maintains the installation and operation of customer application systems.

  • Prepare detailed monthly actual to budget variance reports to supPort Management in the review of monthly operating performance and allocation.

  • Participate as part of the key account teams to nurture and partner with the customer organizations communications teams and coordinate communications strategy into overall account planning.

  • Make sure that your team serves as an Information Technology specialization to accomplish difficult and complex projects and/or individual problems.

  • Ensure you know how to serve as a gatekeeper to protect the Executive Directors time so high level projects stay on track.

  • Confirm your corporation utilizes Open Communication and managerial courage to ensure the standards, expectations and goals of your organization are respected and upheld.

  • Ensure you can anticipate needs, keep track of the details, and know how to get work across the finish line.

  • Devise: pro actively analyze performance results in order to consistently identify revenue opportunities and revenue protection for the client.

  • Collaborate with other information technology departments and vendors to deliver optimum Customer Service .

  • Secure that your team assess tools and technologies in place and develop long term technical plan for future identify management enhancements.

  • Be accountable for leading contributor individually and as a team member, providing direction and mentoring to others.

  • Oversee: review Work Plans and equipment requirements to ensure efficient response and start and completion of projects.

  • Drive: openly support your organization, the management team and executive leadership team, even during times of adversity.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Privileged Account Management 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 Privileged Account Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Do you aggressively reward and promote the people who have the biggest impact on creating excellent Privileged Account Management services/products?

  2. Are there any easy-to-implement alternatives to Privileged Account Management? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

  3. What data do you need to collect?

  4. Who defines the rules in relation to any given issue?

  5. Does management have the right priorities among projects?

  6. What are your Privileged Account Management processes?

  7. Do you think you know, or do you know you know?

  8. What projects are going on in the organization today, and what resources are those projects using from the resource pools?

  9. Is there a strict Change Management process?

  10. Can you break it down?

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 Privileged Account Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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

1.0 Initiating Process Group:

  • 1.1 Privileged Account Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Privileged Account Management 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 Privileged Account Management 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 Privileged Account Management investments work better.

This Privileged Account Management 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.