Technical Projects Toolkit

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More Uses of the Technical Projects Toolkit:

  • Develop a vision and implement a cohesive group strategy to ensure the success of new and ongoing Technical Projects to position the group for future success.

  • Identify, develop and gather the resources necessary to complete Technical Projects by preparing OR standards, designs and work specifications.

  • Establish: over time, build and maintain a portfolio of Technical Projects in a welcoming, team based environment that values individual contribution.

  • Identify where improvements and pain points lie and develop a strategy focused on inserting the correct and maintainable technologies Manage Technical Projects through the SDLC process and/or an Agile, iterative process.

  • Manage the conceptual development of Technical Projects from the beginning of the planning process, through the design and production phase to implementation.

  • Provide Project Management of IT related system implementations and Technical Projects in alignment with organizational goals.

  • Manage Technical Projects for software systems and oversee the identification and resolution of technical problems in all aspects from inception to installation.

  • Identify and manage work on non Technical Projects, as design, rollout, and administration of internal training programs.

  • Assure your strategy has technical responsibility for planning, organizing and conducting Technical Projects or phases of projects involving design and development.

  • Determine Service Levels, budgetary distributions, and operational timelines and deliverables for the Technical Projects.

  • Take responsibility for the overall planning, execution, and success of complex Technical Projects and provide the team with technical leadership.

  • Coordinate and direct Project Management of IT related system implementations and Technical Projects in alignment with organizational goals.

  • Manage multiple Technical Projects simultaneously, and effectively manage Project Teams to meet project scope, timing, and cost goals.

  • Collaborate with engineering managers to ensure design, implementation, and programs are on track, and regularly drive consensus among diverse stakeholders on Technical Projects.

  • Organize: in terms of culture, you can expect openness, responsibility, paired with flexibility and lots of interesting Technical Projects to tackle.

  • Provide leadership and team working skills for leading Technical Projects and managing multiple projects across business and technology groups.

  • Govern: plan, organize and lead Technical Projects and phases of projects involving the design and development of new and improved products and processes.

  • Lead technical and non Technical Projects requiring Information security oversight to ensure policies, Procedures And Standards are met.

  • Drive: technical responsibility for planning, organizing and conducting Technical Projects or phases of projects involving design and development of new or improved product and/or processes.

  • Be certain that your group represents the business resiliency objectives to be achieved for Technical Projects of a complex or enterprise nature that require a higher level of abstract and creative solutions.

  • Help drive and oversee Technical Projects related to Security And Compliance in collaboration with Engineering partners.

  • Lead: Technical Projects are matched to the interests and skills of each intern, and are ultimately determined by the programmatic needs of the facility.

  • Manage: engineering solutions in alignment with the CyberSecurity Engineering roadmap, and maintain processes for the delivery of highly complex secure systems, Cyber applications, Technical Projects, and regulatory and risk requirements.

  • Coordinate: plan and manage multiple complex Technical Projects by applying Project Management tools and techniques as scope, risk, communication, and Change Management.

  • Be part of a team that applies its expertise and knowledge to Technical Projects, finding innovative, cost effective means to improve Products, techniques, procedures, and technologies.

  • Be accountable for assessing architecture and hardware limitations, plans Technical Projects in the design and development of CAD software.

  • Represent PCI in long term Technical Projects that identified through the PCI process to ensure compliance with standards.

  • Manage work with product owners to plan and manage large scale, Technical Projects, often with multiple internal and external partners/stakeholders.

  • Guide: design, prioritize, schedule and monitor assigned Technical Projects, develop and maintain comprehensive project plans/schedules related to desktop or department technologies.

  • Contribute to high impact Technical Projects with teams across Development or Customer facing Engineering organizations.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Does the problem have ethical dimensions?

  2. What harm might be caused?

  3. Where do you gather more information?

  4. What do you need to qualify?

  5. Is the suppliers process defined and controlled?

  6. Is the Technical Projects organization completing tasks effectively and efficiently?

  7. Who will be in control?

  8. Is there an action plan in case of emergencies?

  9. The approach of traditional Technical Projects works for detail complexity but is focused on a systematic approach rather than an understanding of the nature of systems themselves, what approach will permit your organization to deal with the kind of unpredictable emergent behaviors that dynamic complexity can introduce?

  10. How do you set Technical Projects stretch targets and how do you get people to not only participate in setting these stretch targets but also that they strive to achieve these?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Technical Projects 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 Projects 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 Projects investments work better.

This Technical Projects 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.