Project Controls Toolkit

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Develop strategic project delivery plans, detailed schedules, compensating Project Controls, cost forecasting, Risk Management, issues forecast and resolution planning, resource burn rate analysis, forecasting, and reporting, and daily task management.

More Uses of the Project Controls Toolkit:


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Project Controls 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 997 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Project Controls improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Does the financial organization have access to adequate, independent information in order to appropriately monitor the cloud service provider and the effectiveness of its controls?

  2. Is there a perception of adverse consequences on lower level managers if subsidiaries or divisions fail to exceed or fall short of budgeted, projected, or forecasted results?

  3. Are appropriate Access Controls in place to safeguard the Intellectual Property rights and security concerns associated with the project software?

  4. Is your organization struggling to understand which PCI DSS controls are required and when your critical systems need to be protected?

  5. Does the project require financial or infrastructure commitments from other departments, organizations, or private entities?

  6. Does the project require financial or infrastructure commitments from other departments, organizations or private entities?

  7. Can sub consultants be utilized later in the project to implement any upgrades/maintenance of the Access Control system?

  8. Can the need to enter the confined space be minimised by removing vital equipment or controls out of the confined space?

  9. Does the vendor provide suitable controls for physically securing the Information Systems where your website is hosted?

  10. Has an appropriate level of post modification testing been specified in the design, as well as the acceptance criteria?

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 Project Controls book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

Examples; 10 of the check box criteria:

  1. Change Request: How well do experienced Software Developers predict software change?

  2. Probability and Impact Assessment: Supply/demand Project Controls projections and trends; what are the levels of accuracy?

  3. Procurement Audit: Did your organization calculate the contract value accurately?

  4. Project Charter: Avoid costs, improve service, and/ or comply with a mandate?

  5. Source Selection Criteria: What should be considered when developing evaluation standards?

  6. Project Portfolio management: Why would the Governance Board want to know the current portfolio opportunity?

  7. Process Improvement Plan: Are there forms and procedures to collect and record the data?

  8. Schedule Management Plan: Are internal Project Controls project status meetings held at reasonable intervals?

  9. Quality Management Plan: Have adequate resources been provided by management to ensure Project Controls project success?

  10. Network Diagram: What is the lowest cost to complete this Project Controls project in xx weeks?

Step-by-step and complete Project Controls 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 Project Controls 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 Project Controls project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Project Controls 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 Project Controls 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 Project Controls investments work better.

This Project Controls 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.