Data Analysis and Financial Modeling Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data Analysis and Financial Modeling 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Data Analysis and Financial Modeling improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Does the overall financial management function provide a competent, effective, and efficient approach to meet the fiduciary responsibilities of a regulated utility and its executive management?

  2. Does your organization adequately protect its assets, control its expenditures, and provide reports that reflect actual results via reasonable systems and financial standards and policies?

  3. When looking for disclosure on governance information/management analysis/financial performance/environmental performance/social performance which sources do you use most?

  4. How many times have other organizations negotiated financially favourable agreements with suppliers only to find that employees persist in buying from former suppliers?

  5. What is the dynamic between social networks and the programs processes (social mobilization, targeting, registration, payment, communications and grievance mechanisms)?

  6. How do you stay ahead of the data flowing into your department from multiple disjointed sources without relying upon summary results from month-end financial closes?

  7. Are the financial systems, policies, controls, and performance reporting reasonable and to the support what is required and the needs of executive management?

  8. Are financial reports supported with appropriate financial and operational analysis Ð ratios, service delivery benchmarks and other performance indicators?

  9. How does the critical service provider communicate to its users its risks analysis, including relevant operational, financial, and human resources risks?

  10. Do you understand the essence and art of financial modelling; and what sets it apart from other professions; and what makes a great financial modeller?


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 Data Analysis and Financial Modeling book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Data Analysis and Financial Modeling Project Management Form Templates covering over 1500 Data Analysis and Financial Modeling project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Are quality inspections and review activities listed in the Data Analysis and Financial Modeling project schedule(s)?

  2. Procurement Audit: Are approval limits definitive as to amount and classification of expenditure?

  3. Resource Breakdown Structure: What is the primary purpose of the human resource plan?

  4. Activity Duration Estimates: How difficult will it be to complete specific activities on this Data Analysis and Financial Modeling project?

  5. Quality Metrics: Can you correlate your quality metrics to profitability?

  6. Procurement Audit: Does the strategy ensure that needs are met, and not exceeded?

  7. Initiating Process Group: Does the Data Analysis and Financial Modeling project team have enough people to execute the Data Analysis and Financial Modeling project plan?

  8. Procurement Audit: Did you consider and evaluate alternatives, like bundling needs with other departments or grouping supplies in separate lots with different characteristics?

  9. Stakeholder Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Data Analysis and Financial Modeling project estimates?

  10. Project Portfolio management: How do organizations re-align portfolio when strategic objectives change?

 
Step-by-step and complete Data Analysis and Financial Modeling Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Data Analysis and Financial Modeling project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Data Analysis and Financial Modeling project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Data Analysis and Financial Modeling 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 Data Analysis and Financial Modeling 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 Data Analysis and Financial Modeling 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 Data Analysis and Financial Modeling 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 Data Analysis and Financial Modeling project with this in-depth Data Analysis and Financial Modeling Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data Analysis and Financial Modeling 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 Data Analysis and Financial Modeling 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 Data Analysis and Financial Modeling investments work better.

This Data Analysis and Financial Modeling 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.