Technical Services Toolkit

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Establish that your organization keeps abreast of product applications, Technical Services, market conditions, competitive activities,advertising and promotional trends through the reading of pertinent literature and consulting with marketing and technical service areas.

More Uses of the Technical Services Toolkit:

  • Be accountable for evaluating and utilizing Risk Management principles related to financial organizations, Financial Services providers, and/or Technical Services providers.

  • Provide skills in Technical Services and support, Project Management and account management.

  • Coordinate objectives with Sales, Customer Care, Production, and Technical Services teams to maximize process reliability and minimize costs.

  • Develop, track, and control the Technical Services annual operating and capital budgets for purchasing, staffing, and operations.

  • Interact with sales, engineering, Product Development, and Technical Services to ensure continuity between your organization against implementation scope and services.

  • Support existing products, particularly in area of expertise, with Engineering Documentation and day to day consultation to Operations, Marketing, Technical Services, etc.

  • Secure that your operation complies; conducts tests of Internal Controls for audits and investigations of IT, Cybersecurity, telecommunications, and other projects involving Technical Services; performs audit procedures and security.

  • Ensure Continuous Delivery of Technical Services through oversight of Service Level Agreements with end users and monitoring of systems, programs, and equipment performance.

  • Provide Strategic Direction, leadership and Technical Services oversight for employees on achieving individual, team, department, and organizational performance goals.

  • Confirm your operation provides input to the Technical Services budget for all security related systems and services.

  • Manage the delivery of custom and standard integrations through external contractors or internal Engineers in the Technical Services group.

  • Warrant that your business provides expert level consultation and Technical Services on all aspects of Information security.

  • Be the liaison between the customer and all other internal departments; Sales, Finance, Quality Assurance, and Technical Services.

  • Provide Strategic Direction to Information Technology enterprise system operations and Technical Services.

  • Standardize: interface with various users, Technical Services, technicians and other engineers to implement, install and debug systems.

  • Assure your design provides mentoring and career development to managers and team leaders with the Technical Services area.

  • Manage work with the Technical Services and other teams to develop technical solutions, plan and coordinate daily operations and longer term project efforts.

  • Provide high quality, centralized Technical Services consistently across all clients.

  • Develop and implement preventive maintenance procedures for all Technical Services and systems.

  • Confirm your operation ensures Continuous Delivery of Technical Services through oversight of Service Level Agreements with end users and monitoring of systems, programs, and equipment performance.

  • Make sure that your organization serves as a liaison between vendor, ITS Technical Services and user management on all application implementations, upgrades, and support issues.

  • Oversee: actively involved in aspects of technology transfer and scale up of oligonucleotide Manufacturing Processes delivered from manufacturing Technical Services into manufacturing.

  • Supervise: partner with Manufacturing Operations and Technical Services to decrease lead times and cost while simultaneously increasing quality, Customer Satisfaction, and brand credibility.

  • Be accountable for participating in the analysis and implementation of Risk Management principles related to financial organizations, Financial Services providers, and/or Technical Services providers.

  • Manage to provide a wide range of management and Technical Services to significantly improve business Cybersecurity posture and efficiencies.

  • Be accountable for analyzing and applying Risk Management principles related to financial organizations, Financial Services providers, and/or Technical Services providers.

  • Make sure that your enterprise complies; partners with procurement and Technical Services to improve/sustain products and processes.

  • Ensure you establish; lead the development and execution of a comprehensive Technical Services strategy.

  • Supervise: mosaic provide consulting and Technical Services to government and commercial clients in the areas of management, mission and technology.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Do those selected for the Technical Services team have a good general understanding of what Technical Services is all about?

  2. How frequently do you track Technical Services measures?

  3. What qualifications are needed?

  4. What is the risk?

  5. Are there any easy-to-implement alternatives to Technical Services? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

  6. How do you manage scope?

  7. How can you manage cost down?

  8. If you do not follow, then how to lead?

  9. How significant is the improvement in the eyes of the end user?

  10. What unique Value Proposition (UVP) do you offer?

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

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

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

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

In using the Toolkit you will be better able to:

  • Diagnose Technical Services 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 Services 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 Services investments work better.

This Technical Services 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.