Technical Advisor Toolkit

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Serve as a technical advisor on key initiatives; Performing horizontal integration planning, and interface with other functional areas, supporting technical solutions that address clients current and future needs.

More Uses of the Technical Advisor Toolkit:

  • Manage: quality engineering technical advise.

  • Ensure you listen; lead or lead a Change Advisory Board or Technical Advisory Board.

  • Control: share knowledge through communities with other technical advisors and engineers to develop customer solutions efficiently.

  • Be accountable for serving as technical advisor for system architecture and administration and provide technical support to complex systems design and development projects.

  • Advance serve as a technical advisor to financial/operational auditors on IT aspects of functions and activities reviewed.

  • Establish that your organization acts as a trusted technical advisor for all cloud integrations across the enterprise.

  • Confirm your organization serves as a Technical Advisor to management.

  • Assure your organization acts as a technical advisor in projects so that specific technical issues are handled correctly and efficiently in line with the customer requirement.

  • Secure that your organization serves as specialization and technical advisor for surveillance activities conducted at the distribution depot.

  • Serve as technical advisor in ERP and related systems.

  • Ensure your organization functions as a technical advisor and technical support in the administration of network and security based computer systems.

  • Govern: management of consultants/technical advisors to deliver key advice and compliance.

  • Be accountable for acting as a trusted pre sales technical advisor to client leaders to help influence, shape, and drive deals that result in profitable revenue growth for your organization.

  • Control: consistently maintain and build upon technical advisor relationships.

  • Be accountable for acting as a technical advisor for a wide breadth of software solutions.

  • Serve as technical advisor and problem solver to the Support Team.

  • Orchestrate: interface with staff developing strategy as technical advisor.

  • Provide technical advisory for platform development.

  • Manage work with technical advisory group (tag) to apply architectural standards and software engineering best practices.

  • Arrange that your organization serves as an internal consulting and technical advisor in all matters relating to technology.

  • Assure your organization serves as technical advisor to production team.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Technical Advisor 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Technical Advisor improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. How do you engage your members in contributing toward the vision/mission and meet the needs for networking, leadership development, and professional development/achievement?

  2. Will the components either singularly or combined make the analysts more efficient or more effective, or require less time or allow more analysis time?

  3. What happens to the strategy, what are the growth traits, where are investments made, will there be a reorganization or other interventions?

  4. What are the features within the patent system that load the dice in favor of expansive patent rights rather than a more measured approach?

  5. What technologies, business models, or initiative are emerging in the marketplace to address the security of consumers information?

  6. How much do you load into a single program; what outcomes should be measured; and what is your theory of change or logic model?

  7. Are the opinions based on reliable supporting data or other bases of the type normally relied upon by an expert in the field?

  8. Does the role of the expert advisor change when the advice is being sought in what is quite clearly a competitive situation?

  9. What achievements in the way of subsea cable optimization have been realised through direct data center interconnection?

  10. How would you rate your adviser in terms of the qualifications and experience, technical expertise and instilling trust?

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 Technical Advisor book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Risk Audit: Is the technology to be built new to your organization?

  2. Probability and Impact Matrix: What will be the environmental impact of the Technical Advisor project?

  3. Probability and Impact Assessment: What should be the gestation period for the Technical Advisor project with specific technology?

  4. Responsibility Assignment Matrix: Who is responsible for work and budgets for each wbs?

  5. Project Schedule: Technical Advisor project work estimates Who is managing the work estimate quality of work tasks in the Technical Advisor project schedule?

  6. Communications Management Plan: Can you think of other people who might have concerns or interests?

  7. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Technical Advisor project plan (variances)?

  8. Cost Baseline: Pcs for your new business. what would the life cycle costs be?

  9. Closing Process Group: Specific - is the objective clear in terms of what, how, when, and where the situation will be changed?

  10. Procurement Audit: If information was withheld, was there reasonable justification for this decision?

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

1.0 Initiating Process Group:

  • 1.1 Technical Advisor project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Technical Advisor 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 Technical Advisor 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 Technical Advisor investments work better.

This Technical Advisor 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.