Asset liability management 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 Asset liability management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Asset liability management 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 Asset liability management specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Asset liability management 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 650 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Asset liability management improvements can be made.

Examples; 10 of the 650 standard requirements:

  1. Teaches and consults on quality process improvement, project management, and accelerated Asset liability management techniques

  2. What is something you believe that nearly no one agrees with you on?

  3. How do our controls stack up?

  4. Who are the people involved in developing and implementing Asset liability management?

  5. Is it clearly defined in and to your organization what you do?

  6. Are customers identified and high impact areas defined?

  7. How will we build a 100-year startup?

  8. Can we add value to the current Asset liability management decision-making process (largely qualitative) by incorporating uncertainty modeling (more quantitative)?

  9. How are the Asset liability managements objectives aligned to the groups overall stakeholder strategy?

  10. Whom among your colleagues do you trust, and for what?


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 Asset liability management book in PDF containing 650 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Are meeting objectives identified for each meeting?

  2. Quality Audit: Is the continuing professional education of key personnel explained in detail?

  3. Stakeholder Analysis Matrix: Identify the stakeholders levels most frequently used Ðor at least soughtÐ in your Asset liability management projects and for which purpose?

  4. Procurement Audit: Is procurement execution duly monitored and documented?

  5. Resource Breakdown Structure: Goals for the Asset liability management project. What is each stakeholders desired outcome for the Asset liability management project?

  6. Decision Log: What is your overall strategy for quality control / quality assurance procedures?

  7. Procurement Audit: Are the established budget and timetable (milestones) respected?

  8. Requirements Management Plan: Will the Asset liability management project requirements become approved in writing?

  9. Cost Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Asset liability management project?

  10. Project Scope Statement: What is the most common tool for helping define the detail?

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

1.0 Initiating Process Group:

  • 1.1 Asset liability management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Asset liability management 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 Asset liability management 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 Asset liability management investments work better.

This Asset liability management 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
    This is awesome. Thank you very much.

    Posted by Dr. Martin K. on 5th Sep 2018

    Dr. Martin K. CEO

  • 5
    I really like the format. Simple but quite powerful. I will make sure to share my views with Amazon. Thanks again.

    Posted by CARL M. on 4th Sep 2018

    CARL M. Senior Solutions Architect

  • 5
    Thank you! I have found a lot of great information in the text so far. I plan to use your book as one of our references as we build out our SDDC and gladly leave an online review.

    Posted by CRAIG T. on 4th Sep 2018

    CRAIG T. Chief Technology Officer

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 5th Aug 2018

    Ken W. Publisher & VP, Sales and Marketing

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

    Posted by HARRY M. on 4th Aug 2018

    HARRY M. Enterprise Architect

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 4th Aug 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    I have read your book and it's a great work for my business. Thank you.

    Posted by Nguyen Hoang Vu on 4th Aug 2018

    Nguyen Hoang Vu

  • 5
    Super helpful.. Love how the full assessment helps me take full control of this project!

    Posted by Brett O. on 4th Aug 2018

    BRETT O. Strategist

  • 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 Aug 2018

    JULIE M. AWS Solution Architect