Technical Standards Toolkit

Downloadable Resources, Instant Access

Develop strategic plans, policies and procedures, technical standards, plans and project schedules for cybersecurity, networks and networking equipment, servers and server operating systems, storage systems, firewalls, routers, and other networking devices and associated networking software.

More Uses of the Technical Standards Toolkit:

  • Develop/test/document technical standards, workflows, and policies.

  • Orchestrate: design and develop technical standards and functionality tests for new capabilities.

  • Be accountable for developing and analyzing standard operating procedures (SOPs) and technical standards.

  • Be accountable for collaborating with other Architects and Developers to provide technical design guidance to align with strategy and applicable technical standards.

  • Guide: problem solving achieve and enforce observance to enterprise wide technical standards.

  • Comply with the best engineering practices, the technical standards and the quality criteria set forth on the project.

  • Confirm your organization makes suggestions on creating Web based technical standards for specific Web sites and your organization as a whole.

  • Initiate: also provide and develop technical standards and interface applications; identifies and evaluates new products; provide solutions for network problems.

  • Secure that your organization defines, review, and maintains detailed hardware/software technical standards, especially related to design, installation, configuration, management, and maintenance of telephony systems.

  • Ensure your organization participates in design of technical solutions, in accordance to technical standards.

  • Enforce technical standards for solutions built on the Marketing Cloud platform.

  • Be accountable for collaborating with other Architects, Developers and business partners to provide technical design guidance to align with strategy and applicable technical standards.

  • Support the security, accessibility, performance, technical standards, architectural compliance, user acceptance and initial operational capability tests, audits, and review.

  • Secure that your organization develops and implements data privacy and security policies, procedures, technical standards and best practices.

  • Secure that your organization develops and recommends enhancements to technical standards, policies and practices.

  • Develop technical standards and provide resolution of complex system problems.

  • Manage and coordinate projects to ensure delivery of results and compliance with technical standards; ensure adaptive programming and proactivity to detect and respond to changes in the environment.

  • Initiate: thorough grasp of technology concepts, business operations, design and development tools, system architecture and technical standards.

  • Ensure you lead the development of technical standards and IT best practices relating to IT infrastructure.

  • Establish technical standards to ensure the long term, cost effective management and support of the currently installed systems and other enterprise solutions.

  • Establish that your organization develops software solutions that are high performing and meet technical standards.

  • Establish end user standards and best practices for process/procedures and technical standards.

  • Construct high performance teams capable of self management of technical standards, project execution, and engineering development.

  • Establish technical standards and process that ensure industry best practices for Information Security are applied to manufacturing systems and IT.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Technical Standards 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 655 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 Standards improvements can be made.

Examples; 10 of the 655 standard requirements:

  1. What standards, guidelines, best practices, and tools are other organizations using to understand, measure, and manage risk at the management, operational, and technical levels?

  2. What standards, guidelines, best practices, and tools is your organization using to understand, measure, and manage risk at the management, operational, and technical levels?

  3. Is there any standard/specification at the level of concrete technical specification, which is based directly or indirectly on the standard/specification under consideration?

  4. Which can the security administrator do to further increase security after having exhausted all the technical controls dictated by your organizations security standard?

  5. Are the results of control samples or standards reviewed by a technically competent person for consistency between operators and test runs, and to monitor any drift?

  6. Are there any standards/specifications that carry out the same task as the standard/specification under consideration, and are widely used as existing technologies?

  7. Do the partners and staff show technical competence and a thorough understanding of auditing and accounting standards, and professional and ethical standards?

  8. Are there differences in the results of the secondary evaluation on the outcomes of the target project between internal evaluations and external evaluations?

  9. What evidence does your organization have that its administration, scoring, analysis, and reporting procedures consistently meet high technical standards?

  10. What hybrid technical, economic and sociological models can be used for studying the formation, propagation, and effectiveness of standards and protocols?

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 Standards book in PDF containing 655 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: Does each policy statement contain the legal reference(s) on which the policy is based?

  2. Probability and Impact Assessment: What will be the likely political situation during the life of the Technical Standards project?

  3. Schedule Management Plan: Are the constraints or deadlines associated with the task accurate?

  4. Variance Analysis: Are estimates of costs at completion generated in a rational, consistent manner?

  5. Initiating Process Group: What are the overarching issues of your organization?

  6. Requirements Management Plan: Is it new or replacing an existing business system or process?

  7. Stakeholder Management Plan: Are communication systems proposed compatible with staff skills and experience?

  8. WBS Dictionary: Does the contractor use objective results, design reviews and tests to trace schedule performance?

  9. Probability and Impact Matrix: How do risks change during the Technical Standards projects life cycle?

  10. Cost Management Plan: Is a pmo (Technical Standards project management office) in place and provide oversight to the Technical Standards project?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Technical Standards 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 Standards 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 Standards investments work better.

This Technical Standards 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.