Save time, empower your teams and effectively upgrade your processes with access to this practical ISO 217 Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any ISO 217 related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated ISO 217 specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the ISO 217 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 701 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which ISO 217 improvements can be made.

Examples; 10 of the 701 standard requirements:

  1. Are there any constraints known that bear on the ability to perform ISO 217 work? How is the team addressing them?

  2. Are there any constraints (technical, political, cultural, or otherwise) that would inhibit certain solutions?

  3. What is Tricky About This?

  4. Is the solution cost-effective?

  5. How much contingency will be available in the budget?

  6. Is the scope of ISO 217 defined?

  7. If we weren’t already in this business, would we enter it today? And if not, what are we going to do about it?

  8. Who will be responsible for deciding whether ISO 217 goes ahead or not after the initial investigations?

  9. Has/have the customer(s) been identified?

  10. What other areas of the group might benefit from the ISO 217 team’s improvements, knowledge, and learning?

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 ISO 217 book in PDF containing 701 requirements, which criteria correspond to the criteria in…

Your ISO 217 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 ISO 217 Self-Assessment and Scorecard you will develop a clear picture of which ISO 217 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 ISO 217 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 ISO 217 projects with the 62 implementation resources:

  • 62 step-by-step ISO 217 Project Management Form Templates covering over 6000 ISO 217 project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Risk Register: Can the likelihood and impact of failing to achieve such recommendations and action plans be assessed?
  2. Lessons Learned: How well did the ISO 217 project Manager respond to questions or comments related to the ISO 217 project?
  3. Cost Baseline: Is the requested change request a result of changes in other ISO 217 project(s)?
  4. Team Member Performance Assessment: Should a Ratee get a copy of all the Raters documents about the employees performance?
  5. Requirements Management Plan: What is the earliest finish date for this ISO 217 project if it is scheduled to start on …?
  6. Variance Analysis: How do you identify and isolate causes of favorable and unfavorable cost and schedule variances?
  7. Change Log: Will the ISO 217 project fail if the change request is not executed?
  8. Executing Process Group: Mitigate. What will you do to minimize the impact should a risk event occur?
  9. Probability and Impact Assessment: Workarounds are determined during which step of risk management?
  10. Human Resource Management Plan: How do you determine what key skills and talents are needed to meet the objectives. Is the company primarily focused on a specific industry?

 
Step-by-step and complete ISO 217 Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 ISO 217 project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 ISO 217 project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 ISO 217 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 ISO 217 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 ISO 217 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 ISO 217 project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any ISO 217 project with this in-depth ISO 217 Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose ISO 217 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 ISO 217 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 ISO 217 investments work better.

This ISO 217 All-Inclusive Toolkit enables You to be that person:

 

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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