Technical Due Diligence Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Technical Due Diligence 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 996 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 Due Diligence improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. How effective is your workplace training at your organization when it comes to providing the skills you need to meet the goals and objectives of your team?

  2. Which departments are involved in the identification, acquisition, implementation and maintenance of flooring system projects?

  3. Does the solution deliver a comprehensive customer record to call center agents that includes data from the sales department?

  4. How frequently will a cloud service provider and its cloud services be assessed under the new cloud security guidance?

  5. Is it the intent of your organization to do all of the implementation and configuration of the software internally?

  6. What is your enterprises approach to ensuring AI and analytics teams have access to the right data sources?

  7. Is it possible to maintain code of ethics, privacy and fairness while embracing AI, big data, and the IoT?

  8. Are new implementations of cybersecurity measures being rolled out in close engagement with the workforce?

  9. What is the average length of time for a customer to deploy a solution purchased from your marketplace?

  10. What do you see as the single most significant barrier to applying data analytics in your organization?


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 Due Diligence book in PDF containing 996 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Is there a formal set of procedures supporting Stakeholder Management?

  2. Project Portfolio management: Are portfolios aligned to strategic business objectives?

  3. Human Resource Management Plan: Have all involved Technical Due Diligence project stakeholders and work groups committed to the Technical Due Diligence project?

  4. Project Portfolio management: Why would the Governance Board want to know the current portfolio opportunity?

  5. Requirements Management Plan: Who will finally present the work or product(s) for acceptance?

  6. Risk Audit: What are the costs associated with late delivery or a defective product?

  7. Lessons Learned: Was the user/client satisfied with the end product?

  8. Activity Duration Estimates: What Technical Due Diligence project was the first to use modern Technical Due Diligence project management?

  9. Requirements Management Plan: Is there formal agreement on who has authority to approve a change in requirements?

  10. Quality Audit: How does your organization know that its system for attending to the health and wellbeing of its staff is appropriately effective and constructive?

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

1.0 Initiating Process Group:

  • 1.1 Technical Due Diligence project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Technical Due Diligence 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 Due Diligence 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 Due Diligence 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 Due Diligence 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 Due Diligence project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Technical Due Diligence 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 Due Diligence 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 Due Diligence investments work better.

This Technical Due Diligence 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.