Alternative Investments Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Alternative Investments 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 622 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Alternative Investments improvements can be made.

Examples; 10 of the 622 standard requirements:

  1. Who defines the rules in relation to any given issue?

  2. What is our competitive advantage?

  3. Who will be responsible for making the decisions to include or exclude requested changes once Alternative Investments is underway?

  4. How do we provide a safe environment -physically and emotionally?

  5. How is the value delivered by Alternative Investments being measured?

  6. Are there any disadvantages to implementing Alternative Investments? There might be some that are less obvious?

  7. Did any additional data need to be collected?

  8. How would you define the culture here?

  9. How does Alternative Investments integrate with other stakeholder initiatives?

  10. How important is Alternative Investments to the user organizations mission?


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 Alternative Investments book in PDF containing 622 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Change Log: Is the change backward compatible without limitations?

  2. Procurement Management Plan: Does the detailed Alternative Investments project plan identify individual responsibilities for the next 4Ð6 weeks?

  3. Project Schedule: Understand the constraints used in preparing the schedule. Are activities connected because logic dictates the order in which others occur?

  4. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  5. Scope Management Plan: Have Alternative Investments project management standards and procedures been identified / established and documented?

  6. WBS Dictionary: Identify potential or actual budget-based and time-based schedule variances?

  7. Closing Process Group: Will the Alternative Investments project deliverable(s) replace a current asset or group of assets?

  8. Work Breakdown Structure: What is the probability that the Alternative Investments project duration will exceed xx weeks?

  9. Schedule Management Plan: Are all key components of a Quality Assurance Plan present?

  10. Responsibility Assignment Matrix: Are work packages assigned to performing organizations?

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

1.0 Initiating Process Group:

  • 1.1 Alternative Investments project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Alternative Investments project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Alternative Investments 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 Alternative Investments 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 Alternative Investments 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 Alternative Investments 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 Alternative Investments project with this in-depth Alternative Investments Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Alternative Investments 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 Alternative Investments 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 Alternative Investments investments work better.

This Alternative Investments 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 4th Sep 2018

    JULIE M. AWS Solution Architect

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 3rd Sep 2018

    MEL F. Change Management Professional

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 3rd Sep 2018

    HARRY M. Enterprise Architect

  • 5
    Thanks for this; a lot of work has gone into developing and producing this, I am looking forward to using it in the coming weeks.

    Posted by DR STEVEN.B. on 3rd Sep 2018

    DR STEVEN.B. Head of Information Security & Assurance

  • 5
    ctmfile.com

    Posted by ctmfile.com on 2nd Sep 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 5
    Awesome, thank you so much!!

    Posted by ZORAN M. on 2nd Sep 2018

    ZORAN M. Knowledge Management Consultant

  • 5
    Thank you so much... Hope to visit Australia someday. Smart IT people... 5 star review.

    Posted by ELLEN C. on 5th Aug 2018

    ELLEN C. Enterprise Innovation: Business & Information Technology Strategist

  • 5
    Man, thanks again for sharing. Really a life saver! Greetings!

    Posted by DAAN C on 4th Aug 2018

    DAAN C Senior Consultant

  • 5
    The subject is new to me and am sure the resources along with suggested methodology would help me in my pursuit.

    Posted by Ravi P. on 3rd Aug 2018

    Ravi P. Senior Consultant Big 5