Project Team Toolkit

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Be accountable for reporting directly to the Project Management, the Project Coordination is an integral member of the Project Team and is accountable for supporting the effective coordination, organization, and control of the project activities by acting in various roles in support of small to large projects.

More Uses of the Project Team Toolkit:

  • Ensure delivery of deployment benefits/results Realize gains by leading Lean Six Sigma projects, and supporting Lean Six Sigma Project Teams to achieve and sustain improvements.

  • Warrant that your project complies; owns the overall performance (timeline, budget, and Resource Utilization) of large projects against plan and work through the Project Team to implement adjustments when issues/risks are identified and require resolution.

  • Make sure that your business facilitates site intelligence and activation planning/kick off meetings to identify potential risks and work with the Project Team to develop and communicate Contingency Plans.

  • Reduce Technical Risk by upskilling your Scrum/Project Teams through mentoring and providing technical guidance across elements as database Best Practices, coding guidelines, and naming conventions.

  • Provide Technical Management of resources in conjunction with the PM, focusing on the needed Technical Skills of the Team Members and making sure the Project Team Work in unison to achieve Technical Requirements.

  • Arrange that your team utilizes pertinent Change Control processes, developing project progress and Compliance Reports, and presents regular updates by participating in Project Team Meetings.

  • Manage key projects (implementation, launch, administration, training, Technical Support, maintenance and enhancements) through vendors/contractors and internal Project Team Members.

  • Evaluate: successfully drive and oversee Project Team in the completion of development phases and projects in conformance to project goals, requirements, and schedule in collaboration with other partner teams.

  • Ensure you orchestrate; understand and articulate interdependencies, constraints of various existing/developing solutions to Data Engineers, Project Teams, Business Teams and stakeholders.

  • Collaborate with developers and other Project Team Members to develop Test Plans, analyze test results, locate problems, identify root causes, and lead recommended solutions.

  • Develop a cohesive Team Environment with direct reports and Project Teams by providing Knowledge Sharing opportunities, communications, and effective feedback and coaching.

  • Establish: actively participate in Project Team Activities to help team accelerate initial concept design to release while soliciting input on design performance and optimizing.

  • Support a culture of data use among Project Teams by developing tools and resources that could be used across multiple projects to track Resource Utilization and achievement of results.

  • Establish: consistently monitor, track and analyze project budget, commitments and spend while investigating variances, and providing weekly performance communication to the Internal Project Team.

  • Utilize your organization approved costing methodology, data, and systems to present estimate results in a detailed breakdown format suitable for use by the Project Management and the Project Team.

  • Manage work with operations and Business Development Project Teams in Resource Planning and Technology Selection/ planning for successful Due Diligence and project execution.

  • Become capable of interacting with multiple Integrated Project Teams to validate and understand requirements to assign resources, establish durations, validate horizontal and vertical traceability, validate critical path, and conduct schedule Risk Analysis.

  • Manage work with the Project Teams to identify Business Requirements that affect data solutions and provide Data Analysis, tools and Data Conversion Process Solutions.

  • Confirm your organization complies; champions, through Program Management, a portfolio of Strategic Growth and productivity oriented projects, partnering with leadership and Project Teams to ensure timely and successful delivery.

  • Manage multiple projects using lean Six Sigma, Agile principles and other agreed upon Project Management methodologies as suited to the project and Project Team.

  • Communicate proactively with Team Members, stakeholders, and management regarding progress, issues, and plans for resolution and to ensure the Project Team and/or network is fully informed of updates and improvements.

  • Provide programmatic, administrative, contracting, and financial support to Project Teams and organizational leaders to assess contract performance, risks, deliverables, milestones, deadlines, acquisition budget needs, and other programmatic tasks.

  • Evaluate: work closely with Information Technology (IT), Engineering, Security, Loss Prevention, Safety, Facilities, Supply Chain, Finance, Human Resources, Vendors, General Contractors, Operations, and the Project Team.

  • Translate requirements into comprehensive project approaches/plans that align with established timelines and budgets and can be executed successfully by Project Teams.

  • Assure your design leads the implementation of project Management Processes, methods, tools, guidelines and standards in order to establish a stable framework that supports all Project Teams and stakeholders.

  • Coordinate: organization Project Teams, Business Partners and others in your organization in Change Management practices to increase effectiveness in driving sustainable change.

  • Govern: design, develop and execute processes or projects and work with Process Owners or Project Team Members throughout all phases of planning, implementation and control.

  • Secure that your planning leads Project Team Activities and actions, monitoring progress against the established timelines and providing regular updates to the Internal Stakeholders and customers.

  • Secure that your group complies; partners with all members of Project Team as a Technical Lead in the planning, design, coordination and execution of comprehensive, realistic and effective Work Plans.

  • Manage work with Project Teams to manage/oversee the full range of the Project Life Cycle (initiate, plan, execute, close) covering a portfolio of projects which focus on thE Business needs for the Finance Services organization.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What information is critical to your organization that your executives are ignoring?

  2. What should you stop doing?

  3. How does the team improve its work?

  4. What is the definition of success?

  5. What Project Team events should you attend?

  6. Who will be responsible for documenting the Project Team requirements in detail?

  7. What are your Best Practices for minimizing Project Team project risk, while demonstrating incremental value and quick wins throughout the Project Team project lifecycle?

  8. Who gets your output?

  9. What were the criteria for evaluating a Project Team pilot?

  10. What Project Team problem should be solved?

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

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

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

  4. Closing Process Group: Did the Project Team project team have enough people to execute the Project Team 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 Project Team 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 Project Team 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 Team 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 Team 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 Team project with this in-depth Project Team Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Project Team 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 Team 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 Team investments work better.

This Project Team 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.