Success Factors Toolkit

Downloadable Resources, Instant Access

Confirm your organization ensures Service Asset and Configuration Management (SACM) processes and Configuration Management DataBase (CMDB) effectiveness, facilitates Change Management process and tool design, and drives the identification of Critical Success Factors and KPIs to measure ITSM improvement.

More Uses of the Success Factors Toolkit:

  • Ensure your project coordinates with other managers and associates to identify Critical Success Factors, develop measurement systems, and implement continuous Process Improvement methodologies.

  • Ensure your organization supports the implementations of the methods to improve Key Performance Indicators, Critical Success Factors, and Continual Service Improvement.

  • Confirm your strategy ensures alignment of Key Performance Indicators (KPIs) and Critical Success Factors (CSFs) to Business Objectives and that objectives are realized.

  • Establish that your design complies; Success Factors reporting development.

  • Develop contingency/recovery plans which could determine the economic impact and Critical Success Factors related to business decisions.

  • Evaluate: year one Critical Success Factors.

  • Lead: actively contribute to definition of scope, objectives, deliverables, and Critical Success Factors for new projects, processes, operational techniques, or support initiatives.

  • Develop Success Factors and statistical evaluations of new procedures and systems.

  • Ensure your strategy complies; indicators, Success Factors, and strengthening your organizations Service Management process by continuously.

  • Analyze, measure and develop processes to improve quality, service and productivity outputs to meet economic value added goals and key Success Factors.

  • Coordinate: Critical Success Factors business knowledge/intelligence.

  • Ensure clarity of the project Success Factors by discerning and addressing the specific Business Needs of the client.

  • Formulate: strategic thinking; applies organizational acumen to identify and maintain focus on key Success Factors for your organization.

  • Ensure you consult; created and maintains Functional Specifications for Success Factors Interfaces.

  • Make sure that your planning establishes and maintains an inventory, reports out on key Success Factors for all Multi Media Productions.

  • Align department priorities appropriately, determine Critical Success Factors, evaluate, and pursue initiatives based on fit with strategies.

  • Arrange that your organization provides input to development of vision, specifies key Performance Requirements, and defines technical Critical Success Factors.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Who is the main stakeholder, with ultimate responsibility for driving Success Factors forward?

  2. What are the performance and scale of the Success Factors tools?

  3. Does your organization systematically track and analyze outcomes related for accountability and quality improvement?

  4. What gets examined?

  5. What is your decision requirements diagram?

  6. What counts that you are not counting?

  7. Are the risks fully understood, reasonable and manageable?

  8. What potential megatrends could make your business model obsolete?

  9. What do employees need in the short term?

  10. If no one would ever find out about your accomplishments, how would you lead differently?

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

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

  • 62 step-by-step Success Factors Project Management Form Templates covering over 1500 Success Factors 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 Success Factors project issues be unconditionally tracked through the issue resolution process?

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

1.0 Initiating Process Group:

  • 1.1 Success Factors project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Success Factors 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 Success Factors 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 Success Factors investments work better.

This Success Factors 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.