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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Digitization 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 868 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Digitization improvements can be made.

Examples; 10 of the 868 standard requirements:

  1. Deciding if an item is copyright projected can be a tedious process, although to save time, a few general rules can be applied based on one simple question: Is the item published or unpublished?

  2. Should the cataloger use a URI which points to a providers home page, a specific journals home page, or table of contents for all issues of the serial or for particular issues of a serial?

  3. Who will handle the development and/or programming costs to make the digitized materials available online, as well as present a customized look and feel for your organization?

  4. The identification of potential vendors can only be done through an understanding of requirements for each component. Are digitization (conversion) services being sought?

  5. When considering the web interface that will be made for a collection, are there special features you feel would enhance the functionality or access to these materials?

  6. Is there enough accurate information to add context to the content (information on subjects or key people, places, events, objects, periods, activities, or projects)?

  7. Projects should consider the costs of implementing the software beyond its initial costs. Does your computer hardware exceed the minimum requirements of the software?

  8. Do we have the staff (both size and qualifications) that would enable us to complete the project or will new staff need to be hired and trained for this project?

  9. If electing to use a content management system rather than developing an in-house solution, what is initial the fee for purchasing or licensing the software?

  10. Do we have time to accomplish the in-house tasks and manage the learning curve associated with digitizing collections and making them available?

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 Digitization book in PDF containing 868 requirements, which criteria correspond to the criteria in…

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

  • 62 step-by-step Digitization Project Management Form Templates covering over 6000 Digitization project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: What functions does this software provide that cannot be done easily using other tools such as a spreadsheet or database?
  2. Project Scope Statement: If there are vendors, have they signed off on the Digitization project Plan?
  3. Human Resource Management Plan: Do Digitization project managers participating in the Digitization project know the Digitization projects true status first hand?
  4. Project Charter: Major High-Level Milestone Targets: What events measure progress?
  5. Cost Baseline: Has the appropriate access to relevant data and analysis capability been granted?
  6. Scope Management Plan: Are you meeting with stake holders and team members?
  7. Change Management Plan: Has the relevant business unit been notified of installation and support requirements?
  8. Human Resource Management Plan: Are all payments made according to the contract(s)?
  9. Quality Audit: Are there appropriate indicators for monitoring the effectiveness and efficiency of processes?
  10. Probability and Impact Matrix: How carefully have the potential competitors been identified?

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

1.0 Initiating Process Group:

  • 1.1 Digitization project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Digitization 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 Digitization 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 Digitization investments work better.

This Digitization 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.

Categories: Documents