Technical Debt Toolkit

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Design and develop application code by analyzing requirements and specifications for new features, enhancements, technical debts and security measures/best practices.

More Uses of the Technical Debt Toolkit:

  • Manage technical debt and advocate with Product and Engineering to create and execute appropriate risk mitigation and debt reduction strategies.

  • Secure that your organization understands the difference between getting the job done and creating technical debt.

  • Develop solutions that add value and efficiency across systems with minimal technical debt.

  • Maintain technical debt registers to ensure that the cost of technical debt is managed and informs the software lifecycle management processes.

  • Manage the engineering leads to manage technical debt and ensure timely delivery of projects.

  • Identify and plan projects for application modernization program to reduce legacy platform dependence and technical debt.

  • Initiate: constantly make sure code coverage of unit tests is sufficient, handle technical debt.

  • Ensure production solutions are scalable, sustainable, architecturally sound and technical debt is repaid in a reasonable time.

  • Manage technical debt to ensure your development velocity stays responsive and predictable while minimizing production incidents of your operations.

  • Analyse the business IT environment to detect critical deficiencies, legacy and technical debt, and recommend solutions for improvement.

  • Run an agile sdlc and balance stakeholder expectation along with technical debt reduction.

  • Coordinate and prioritize time between new projects, general website maintenance tasks, and technical debt.

  • Ensure you consult; understand technical and functional designs, suggest alternatives to improve applications, reduce effort, or reduce technical debt.

  • Systematize: own long term impacts of key design decisions and balance technical debt with business needs.

  • Confirm your organization identifies opportunities for code reuse to reduce technical debt, overall solution cost, and development time.

  • Help balance the prioritization of technical debt against new feature innovation.

  • Direct: coach scrum team to balance technical debt against new feature delivery.

  • Ensure your organization enforces and contributes to development best practices to improve efficiency and reduce technical debt.

  • Ensure solutions are feasible and fit into long term strategy with applications eliminating technical debt when possible.

  • Confirm your organization ensures solution meets product acceptance criteria with minimal technical debt.

  • Be certain that your organization enforces and contributes to the development of best practices in order to improve efficiency and lower overall technical debt of your websites and systems.

  • Govern: proactively reduce technical debt and solve challenging technical problems.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Technical Debt 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 995 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 Debt improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Does receiving funding or guarantees significantly limit the ability of your organizations governing authority to determine the general policy or program of your organization?

  2. What happens when the time needed to rewrite the most basic functionality of the legacy system exceeds the time your organization is projected to generate positive revenue?

  3. Is the preoccupation with budgets and deadlines, or perhaps other behaviors, preventing your organization from proactively addressing the risks related to technical debt?

  4. Should your organization invest time and money to reduce technical debt, versus spending lots of time and money to fix production bugs while new development is slowed?

  5. Can encouraged deprecation mechanisms, versioning, and architectural approaches like microservices help avoid technical debt by simply disposing code?

  6. Does strategic use of technical debt provide insight into the balance between upfront and emergent design and architecture in an agile environment?

  7. Is the observed difference in technical debt due to the effects of the license, or are coincident governance factors responsible?

  8. What are the current management strategies and practices for managing and reducing technical debt in software life cycle?

  9. Do people take time to think of future ideas an technology, and write inventions and patents as encouraged by enterprise?

  10. Which output from Sprint Planning provides the Development Team with a target and overarching direction for the Sprint?

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 Debt book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Quality Audit: How does your organization know that the system for managing its facilities is appropriately effective and constructive?

  2. Procurement Management Plan: Are all key components of a Quality Assurance Plan present?

  3. Closing Process Group: Will the Technical Debt project deliverable(s) replace a current asset or group of assets?

  4. Probability and Impact Matrix: Were there any Technical Debt projects similar to this one in existence?

  5. Lessons Learned: How timely were Progress Reports provided to the Technical Debt project Manager by Team Members?

  6. Requirements Management Plan: In case of software development; Should you have a test for each code module?

  7. Probability and Impact Assessment: Are there any Technical Debt projects similar to this one in existence?

  8. Risk Audit: Do you ensure the recommended rules of play and protocols are followed for your activity?

  9. Requirements Documentation: Validity. does the system provide the functions which best support the customers needs?

  10. Monitoring and Controlling Process Group: Mitigate. what will you do to minimize the impact should a risk event occur?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Technical Debt 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 Debt 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 Debt 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 Debt 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 Debt 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 Debt project with this in-depth Technical Debt Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Technical Debt 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 Debt 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 Debt investments work better.

This Technical Debt 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.