Project Management Toolkit

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Ensure that all projects are in compliance with your project management methodology and key controls and ensure that accurate and timely information is collected and reported regularly on project portfolio progress and financial status.

More Uses of the Project Management Toolkit:

  • Manage and provide leadership to teams of staff level professionals and support project management of Transformation Delivery and/or Change Management work streams.

  • Identify and manage changes to the project scope, project schedule, and project costs using appropriate verification techniques and proper resource allocation.

  • Contribute to ongoing improvement of internal processes to allow for smooth execution of projects and improved efficiency across departments and project team members.

  • Provide client interface and consulting support to delivery and engineering teams on business analysis, technology approach, solutions, project management process and client engagement to drive delivery success.

  • Apply project management expertise to identify, develop, and implement techniques to improve engagement productivity, increase efficiencies, mitigate risks, resolve issues, and optimize cost savings and efficiencies.

  • Pilot: monitor and control project scope, schedule, budget, risks, and deliverables that support business goals in collaboration with the project management team.

  • Perform project management, for the more complex projects, from inception to completion; plan, lead, organize, and control project deliverables, schedules, and budgets.

  • Utilize agile project management framework and techniques to plan, document, and manage initiatives from conception through delivery and closure.

  • Drive: continuously benchmark project management performance to identify improvements and achieve higher capability maturity in project and portfolio management.

  • Represent cx in various cross functional initiatives; assume responsibility for consulting team, specific deliverables, and driving projects forward.

  • Provide terminology or technical specialist advice to support and seek to influence design decisions on any projects/programs that require terminology expert guidance/advice.

  • Guide: share and consider management opportunities and respond accordingly, offering additional coaching when appropriate and providing feedback to leaders about opportunities.

  • Initiate: automation, self service, providing project management oversight to technical teams, and collaborating with stakeholders in support of enterprise applications, development projects or other organizational initiatives.

  • Execute all aspects of program and project management from project initiation through project completion, production integration and service activation.

  • Be able to use knowledge to support and seek to influence design decisions on any projects/programs that require terminology expert guidance/advice.

  • Promote compliance with regulatory requirements and IT best practices, especially with respect to project management, systems development and information security.

  • Lead: work closely with IT management and functional business teams on it deliverables, schedules, resource and costs supporting a portfolio of projects and programs.

  • Establish that your organization performs project management activities for multiple information security projects; gap analysis, vendor product evaluations, current systems maintenance, and new system implementations.

  • Manage work with product owner and technical teams to translate project needs into specific and actionable requirements and project plans; breaking down tasks, estimating work efforts and defining milestones.

  • Help promote a culture of project excellence by applying best practices and standards in project management, and serve as a resource to other functional areas.

  • Control: project management develops project plans, secure resources, and drive project schedule; collaborate effectively across teams to define strategy, goals and commitment to timelines and deliverables.

  • Ensure you understand and help define project details and scope with project management team, assign design / creative team members, and align with creative leadership on strategic direction and creative standards.

  • Manage content and updates for customer and internal touch points, establishing project management plans, documenting business processes, and providing additional sales support.

  • Devise and deploy creative project management, reporting, and communications solutions to a wide range of long term and short term projects and organizational needs.

  • Support project management in assessing, managing, and mitigating risk throughout the project life cycle, and supporting the implementation of project risk.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Project 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 984 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 Management improvements can be made.

Examples; 10 of the 984 standard requirements:

  1. There is lots of discussion about the role of a project manager; whether a project manager is needed in the agile world or not. How much and which way a traditional project manager has to change his/her management style or way of working in order to be an agile project manager?

  2. Troubleshooting _ are problems related to what is actually changing (the change), to the management of tasks and resources to make the change happen (project management) or to issues relating to employee engagement, buy-in and resistance (Change Management)?

  3. How do you merge agile, lightweight processes with standard industrial processes without either killing agility or undermining the years youve spent defining and refining your systems and software process assets?

  4. The fundamentals of agile software development, agile project management, and evolutionary development have been proven and demonstrated to be highly successful. Are these now preferred in our organization?

  5. Governance, which encompasses all of the decision making and project management for an application, begins with business case development. Does it really make sense to build this application?

  6. Rather than scope, cost, and schedule, exploration projects should be measured on vision, cost, and schedule. Did the project deliver a valuable product (implemented vision) to the customer?

  7. How can your organization arrange a new project if the management does not know when they will finish the current projects and when the employees will be free to take on a new project?

  8. Are there contextual conditions, such as the size of the project or nature of the task, that signal a better fit for agile versus traditional project management approaches?

  9. Do you have existing templates of procurement plans or evaluation plans for you to adapt, or will you be required to develop your own procurement plan and evaluation plan?

  10. If you were given the authority, what would you do in your organization to make it easier to learn from project work and share lessons learned with your team and others?

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 Management book in PDF containing 984 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Project Management Project Management Form Templates covering over 1500 Project Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Roles and Responsibilities: Do you take the time to clearly define roles and responsibilities on Project Management project tasks?

  2. Risk Audit: What compliance systems do you have in place to address quality, errors, and outcomes?

  3. Process Improvement Plan: The motive is determined by asking, Why do you want to achieve this goal?

  4. Probability and Impact Assessment: Can the risk be avoided by choosing a different alternative?

  5. Communications Management Plan: Are there too many who have an interest in some aspect of your work?

  6. Lessons Learned: Were the Project Management project objectives met (if not, briefly account for what wasnt met)?

  7. Quality Audit: Do all staff have the necessary authority and resources to deliver what is expected of them?

  8. Requirements Management Plan: Who will initially review the Project Management project work or products to ensure it meets the applicable acceptance criteria?

  9. Schedule Management Plan: Are changes in deliverable commitments agreed to by all affected groups & individuals?

  10. Probability and Impact Matrix: Were there any Project Management projects similar to this one in existence?

Step-by-step and complete Project Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Project Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Project 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 Project 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 Project 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 Project 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 Project 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 Project Management project with this in-depth Project Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Project 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 Project 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 Project Management investments work better.

This Project 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.