Technical Design Toolkit

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Move ahead with drive scope definition, Requirements Analysis, functional and Technical Design, Capacity Planning and management, application build, product configuration, unit testing, and production deployment to ensure the environment is secured, optimized, and adequately monitored.

More Uses of the Technical Design Toolkit:

  • Standardize: work closely with developers and testers to ensure requirements and Functional Designs are translated accurately into working Technical Designs and that Test Plans and scripts serve customer needs.

  • Assure your organization provides business systems Technical Design, selection, and documentation support for all aspects of business systems environments and technical advice and guidance to Enterprise Business Systems service line staff.

  • Transform functional requirements into detailed Technical Designs that translate to actionable development tasks in order to write effective acceptance criteria for stories.

  • Standardize: design create and / or evaluate Technical Designs for customer systems, develop Test Plans, build Proof of Concepts and lead design review to ensure alignment with customers business requirements.

  • Provide technical leadership to Software Engineers through architecture considerations, Technical Design, performing Code Review, providing guidance on building reusable components, and designing integrations.

  • Secure that your business provides leadership in the Technical Design, System Architecture, design, selection, and application of the of Information Systems resources to satisfy the requirements of the systems.

  • Lead IT projects through the design and development stages, preparing a Technical Design that reflects business requirements and is consistent with IT Strategy and overall IT Architecture.

  • Involve in architectural and Technical Design phase of the requirements to evaluate the potential risks, provide solutions and inputs to enhance the quality and performance of the app.

  • Provide key Technical Design input parameters to architectural, mechanical, electrical and lighting designs for the development of design and construction documentation to achieve performance benchmarks.

  • Guide: test out the developed solutions to ensure requirements and Functional Designs are translated accurately into working Technical Designs and that Test Plans and scripts serve customer needs and business scenarios.

  • Be accountable for collaborating with other consulting, Architects, Developers, and business partners to provide Technical Design guidance to align with strategy and applicable Technical Standards.

  • Assure your corporation understands a number of your organizations technologies in order to provide technical Systems Management support or deliver part of a detailed Technical Design which meets Customer Requirements.

  • Be accountable for providing design guidance that follows the Enterprise Architecture vision and adheres to applicable application technology guidelines; and mitigating the impact of Technical Design to security, performance and Data Privacy.

  • Prepare Technical Design document, use cases, Test Cases and user manuals for various projects and perform bug fixing, Code Review, and unit, functional and Integration Testing.

  • Pilot: document the functional and Technical Design of the processes or enhancement as it relates to Business Process requirements, and relationships among various enterprise systems.

  • Ensure you standardize; understand and translate the Technical Design from the Data Architecture team into implemented physical data models that meet Data Governance, Enterprise Architecture and business requirements for Data Warehousing and Data Access layer.

  • Coordinate: consistently create optimal design adhering to architectural best practices; considers scalability, reliability and performance of systems/contexts affected when defining Technical Designs.

  • Audit: work closely with custom business teams, Business Analysts, lead discovery sessions with business teams, able to create Technical Design document based on business requirements, and develop / unit test code using.

  • Analyze business requirements, develop Technical Designs, design Software Architecture framework, perform Code Review, write stored procedures and triggers, design user interface, deploy and maintain applications, perform client side validation, generate reports.

  • Formulate: review Technical Designs to validate appropriate use of technology, and ensure your systems enhance Business Processes, application resiliency, operations, and information process flow.

  • Arrange that your project executes and leads the development of Technical Specifications by collaborating with technical and non technical teams, translating Functional Designs into Technical Designs, validating macro designs, and reviewing micro designs.

  • Ensure your operation provides leadership in the Technical Design, selection, and application of the of information and technology systems resources to satisfy the requirements of your organizations systems.

  • Ensure you administer; good in the establishment of standard processes, infrastructure and training to meet customer expectations related to Technical Design, scalability, security and Regulatory Compliance.

  • Lead regular staff meetings with technical team and cross functional teams to understand Business Needs, develop functional specifications, Technical Designs and/or workflow requirements.

  • Initiate: overall responsibility in the Technical Design process, leads and participates in the application Technical Design process, and completes estimates and Work Plans for design, development, implementation, and rollout tasks.

  • Govern: host and facilitate regular meetings with business, technical, and other resources and stakeholders for status updates, Requirements Definition, Technical Design, architectural review, Demand Management, and audit review.

  • Manage IT design phase of the project by owning and creating various Technical Design document and help cross functional teams during the rest of the project phase (development to go live).

  • Provide day to day support for initiatives by participating in review of significant Technical Design deliverables and supporting post release Problem Management efforts in conjunction with other engineering leads.

  • Drive all Technical Design and execution activities for moving existing on premise infrastructure, server workloads, data and applications to the cloud IaaS and PaaS architectures.

  • Lead the full Software Development life cycle from requirements, Technical Design to development, testing, and deployment of high quality data, Business Analytics, and reporting solutions.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How sensitive must the Technical Design strategy be to cost?

  2. Has a Technical Design requirement not been met?

  3. How do you verify the authenticity of the data and information used?

  4. What qualifications are needed?

  5. Do your employees have the opportunity to do what they do best everyday?

  6. How will Technical Design decisions be made and monitored?

  7. What alternative responses are available to manage risk?

  8. Which Technical Design solution is appropriate?

  9. How do you ensure that the Technical Design opportunity is realistic?

  10. Who is on the team?

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

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

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

  4. Closing Process Group: Did the Technical Design project team have enough people to execute the Technical Design 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 Technical Design 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 Technical Design 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 Technical Design 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 Design 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 Design project with this in-depth Technical Design Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Technical Design 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 Design 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 Design investments work better.

This Technical Design 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.