Total Cost of Ownership Toolkit

Downloadable Resources, Instant Access

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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Total Cost of Ownership 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 Total Cost of Ownership improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Do your overseas business partners share your organizations commitment to anti-corruption, ethical business standards and legal compliance with intellectual property right protections?

  2. Where does your organization hurt the most, and what makes the most sense in terms of capabilities, upfront costs, total cost of ownership, and return on investment?

  3. Is equipment that was initially leased and later purchased capitalized at the full original invoice cost and acquisition date based on the inception of the lease?

  4. Which scanner product portfolios would include the types of products that would be used for data collection in a Warehouse or Manufacturing environment?

  5. Do you make all the relevant business applications that your employees use available to any user, anytime, anywhere in the world, via a mobile device?

  6. Which agent should contact the customer, along with the data needed for positioning, as price comparisons, cost of ownership, features, and benefits?

  7. Do you combine the TCO and agility benefits of Thin Clients with the richness of user interaction and interactivity with local data of Thick Clients?

  8. What is your path to a single source of truth and true BI self-service with a current landscape that has multiple analytics solutions and a high TCO?

  9. Where do you hurt the most, and what makes the most sense in terms of capabilities, upfront costs, total cost of ownership, and return on investment?

  10. What specific features does the product offer to help you manage your business, reduce downtime and TCO, and deliver compatibility across platforms?

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 Total Cost of Ownership book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Total Cost of Ownership Project Management Form Templates covering over 1500 Total Cost of Ownership project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Source Selection Criteria: Are they compliant with all technical requirements?

  2. Cost Baseline: Does a process exist for establishing a cost baseline to measure Total Cost of Ownership project performance?

  3. Procurement Management Plan: Are there checklists created to determine if all quality processes are followed?

  4. Variance Analysis: Do the rates and prices remain constant throughout the year?

  5. Risk Audit: Have reasonable steps been taken to reduce the risks to acceptable levels?

  6. Stakeholder Management Plan: Have the key elements of a coherent Total Cost of Ownership project management strategy been established?

  7. Procurement Audit: Is there a practice that prohibits signing blank purchase orders?

  8. Stakeholder Management Plan: Is documentation created for communication with the suppliers and vendors?

  9. Activity Duration Estimates: Are actual Total Cost of Ownership project results compared with planned or expected results to determine the variance?

  10. Stakeholder Analysis Matrix: Participatory approach: how will key stakeholders participate in the Total Cost of Ownership project?

Step-by-step and complete Total Cost of Ownership Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Total Cost of Ownership project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Total Cost of Ownership project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Total Cost of Ownership 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 Total Cost of Ownership 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 Total Cost of Ownership 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 Total Cost of Ownership project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Total Cost of Ownership project with this in-depth Total Cost of Ownership Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Total Cost of Ownership 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 Total Cost of Ownership 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 Total Cost of Ownership investments work better.

This Total Cost of Ownership 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.