QIF Toolkit

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Govern QIF: Project Management of potential and active projects/transactions, leading an internal team to work through the Business Development/deal flow process.

More Uses of the QIF Toolkit:

  • Be accountable for developing and managing references through high quality technical, professional client relationships.

  • Lead QIF: conduct qualitative and Quantitative Analysis in support of the development and delivery of Strategic Planning, Performance Management, and/or program evaluation.

  • Identify QIF: responsibility to support laboratory management in the implementation, maintenance, and improvement of the management system.

  • Analyze and evaluate continual changes in program plans and funding and effect on financial budget program milestones.

  • Remodel forecast you programs have different acquisition and sustainment timelines, different budget sources, different stakeholders, and other factors.

  • Facilitate and encourage feedback between customers and Product team on product expectations and customer needs.

  • Be certain that your team defines processes for technical platforms, system specifications, input/output and working parameters for hardware and/or software compatibility.

  • Manage multiple complex projects and tasks simultaneously and be able to influence and develop relationships at all organization levels.

  • Manage work with Business Development, Account Management, resourcing operations, and Project Teams to successfully on board new client work and navigate team transitions for on going work.

  • Be accountable for acquiring new customers, shipping commodities, billing for one time transactions.

  • Utilize and maintain the customer database as a tool for accurate account information, communicating weekly account updates and upcoming meetings.

  • Create, sustain, and optimize the enterprise portfolio planning practices, partnering with federated lean Portfolio management teams on Continuous Improvement.

  • Establish QIF: plan, organize and manage own workload to ensure your contribution to your organizations monthly Financial Reporting process is achieved in a timely and accurate manner.

  • Secure that your organization understands exadata specific concepts and proven record of accomplishment in implementing exadata specific features.

  • Ensure you stand up and execute lifecycle and trigger marketing to predictively get influencers to next levels of growth in business.

  • Gather local client feedback and deliver feedback to Product Teams and Chief Customer officers to help prioritize projects and shape Product Roadmap.

  • Be accountable for supporting Incident Management in the swift recovery of incidents affecting the applications.

  • Drive organizational change while integrating, building trust and establishing a high performing team.

  • Confirm your team assembles internal or external resources which ensure the alignment of team member skills and strengths with project demands.

  • Lead QIF: Financial Management partner with accounting to ensure invoices are sent out correctly and on time, reporting on profitability, and adhering to financial requirements of the client.

  • Coordinate QIF: leverage data to drive analysis and re engineering of existing Business Processes, implementation of new tools and frameworks, and reshaping the enterprises Service Delivery ecosystem.

  • Support the team to create comprehensive, high impact content and Engagement Plans to maximize uptake, in collaboration with Product, Performance, and Clinical Strategy.

  • Provide critical and timely insight to Product and Engineering teams in order to inform, improve, and streamline analysis and pricing processes with scalability as the core focus.

  • Orchestrate QIF: due to shifting priorities, urgent customer needs, or a final push to meet a quarterly forecast, you face the daily challenge of where to focus your time and energy.

  • Leadsoftware and system Performance Analysis, tuning, and demand/Capacity Planning for business critical, large scale, and high availability applications.

  • Make sure that your strategy complies; customers receive personalized support that provides guidance during the planning stage and procurement, seamless delivery and deployment, and continued Technical Support through and beyond the life of physical and virtual systems.

  • Develop and maintain relationships with business partners to support success in Environmental Compliance, performance and sustainability initiatives.

  • Manage work with Executive Management to prioritize organization security initiatives and spending based on appropriate Risk Management and/or financial methodology.

  • Arrange that your project performs tasks involving budget execution by compiling resource data form various Financial Management reports.

  • Be accountable for establishing, executing and maintaining the Monitoring and Tools Services vision and strategy and to ensure full observability via end to end monitoring from Customer / Product through Infrastructure.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What QIF metrics are outputs of the process?

  2. Are you / should you be revolutionary or evolutionary?

  3. Does the problem have ethical dimensions?

  4. If there were zero limitations, what would you do differently?

  5. What are the tasks and definitions?

  6. How long to keep data and how to manage retention costs?

  7. What information should you gather?

  8. Which QIF impacts are significant?

  9. How is QIF data gathered?

  10. What are allowable costs?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose QIF 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 QIF 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 QIF investments work better.

This QIF 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.