Selection Criteria Toolkit

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Lead and work with the estimating department on the project buyout process and determination of the subcontractor/vendor Selection Criteria and commitments.

More Uses of the Selection Criteria Toolkit:

  • Coordinate with hiring managers to identify staffing needs and Selection Criteria.

  • Evaluate and select tools by conducting proofs of concepts and comparing providers through appropriate Selection Criteria.

  • Establish supplier evaluation/Selection Criteria and coordinate supplier Due Diligence activities.

  • Manage work with management to identify and establish project Selection Criteria with an emphasis on overall process and Quality Improvement.

  • Drive content principles and partner Selection Criteria for programs.

  • Make sure that your organization establishes supplier evaluation/Selection Criteria and coordinates supplier Due Diligence activities.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Selection Criteria 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 993 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Selection Criteria improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. What are the advantages and disadvantages of using quantitative Selection Criteria and objectives compared with qualitative, more subjective ones for selecting a market chain?

  2. Should allowance be made for differences in regulated coverage or should the emphasis be on obtaining data on a common basis across all jurisdictions?

  3. Which should be the Selection Criteria for COTS software regarding the integration of the software into your organizations business system work flow?

  4. Are a portion of the Selection Criteria and pricing sheets going to change to include more cloud-like evaluation criteria and IaaS-type of pricing?

  5. How are professional competencies, Professional Development, and Selection Criteria geared to working collaboratively in order to improve services?

  6. What Selection Criteria, other than profitability, should be considered in arriving at a decision on the choice of promotion alternatives?

  7. How will standards, architectures and technologies for managing IT Operations evolve, and what Selection Criteria should enterprises use?

  8. What part of the Zachman Foundation Architecture contains a set of standards that can be used to form the basis for Selection Criteria?

  9. Where a sample methodology has been used, do you assess the Selection Criteria as appropriate and documented in a satisfactory way?

  10. How do you devise Selection Criteria for the purpose of method evaluation, without relying exclusively on subjective 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 Selection Criteria book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: Are tenders who do not comply with the requirements specified in the request for tenders rejected?

  2. Team Member Performance Assessment: How is the timing of assessments organized (e.g., pre/post-test, single point during training, multiple reassessment during training)?

  3. Lessons Learned: What are your lessons learned that you will keep in mind for the next Selection Criteria project you participate in?

  4. Human Resource Management Plan: Do Selection Criteria Project Teams & team members report on status / activities / progress?

  5. Project Charter: Strategic fit: what is the strategic initiative identifier for this Selection Criteria project?

  6. Requirements Traceability Matrix: Is there a requirements traceability process in place?

  7. Probability and Impact Assessment: Do you have specific methods that you use for each phase of the process?

  8. Lessons Learned: How well defined were the acceptance criteria for Selection Criteria project deliverables?

  9. Process Improvement Plan: Have the frequency of collection and the points in the process where measurements will be made been determined?

  10. Cost Management Plan: Is current scope of the Selection Criteria project substantially different than that originally defined?

Step-by-step and complete Selection Criteria 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 Selection Criteria 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 Selection Criteria project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Selection Criteria 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 Selection Criteria 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 Selection Criteria investments work better.

This Selection Criteria 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.