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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Digital Financial Services 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 712 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Digital Financial Services improvements can be made.

Examples; 10 of the 712 standard requirements:

  1. Are we paying enough attention to the partners our company depends on to succeed?

  2. Are assumptions made in Digital Financial Services stated explicitly?

  3. Why is change control necessary?

  4. What are the costs of reform?

  5. How do we go about Comparing Digital Financial Services approaches/solutions?

  6. What is our formula for success in Digital Financial Services ?

  7. How do you manage and improve your Digital Financial Services work systems to deliver customer value and achieve organizational success and sustainability?

  8. Will Digital Financial Services deliverables need to be tested and, if so, by whom?

  9. Is the improvement team aware of the different versions of a process: what they think it is vs. what it actually is vs. what it should be vs. what it could be?

  10. Are suggested corrective/restorative actions indicated on the response plan for known causes to problems that might surface?


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 Digital Financial Services book in PDF containing 712 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: Did the organization decide for an appropriate and admissible procurement procedure?

  2. Scope Management Plan: Is the assigned Digital Financial Services project manager a PMP (Certified Digital Financial Services project manager) and experienced?

  3. Activity Duration Estimates: Is corrective action taken to bring Digital Financial Services project performance into line with the Digital Financial Services project plan?

  4. Quality Audit: How does the organization know that its support services planning and management systems are appropriately effective and constructive?

  5. Risk Audit: Do you have a consistent repeatable process that is actually used?

  6. Quality Management Plan: How does your organization manage training and evaluate its effectiveness?

  7. Procurement Audit: Are the users needs clearly and invariably defined and has the expected outcome or mission been clearly identified and communicated in measurable terms?

  8. Scope Management Plan: Are the results of quality assurance reviews provided to affected groups & individuals?

  9. WBS Dictionary: Are records maintained to show how management reserves are used?

  10. Procurement Audit: Did the organization identify the full contract value and include options and provisions for renewals?

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

1.0 Initiating Process Group:

  • 1.1 Digital Financial Services project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Digital Financial Services 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 Digital Financial Services 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 Digital Financial Services investments work better.

This Digital Financial Services 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
    Thank you for this achievement.

    Posted by IFMA on 5th Sep 2018

    IFMA International Facility Management Association

  • 5
    Congrats! Very cool!

    Posted by Caryn B. on 5th Aug 2018

    Caryn B. Vice President Production

  • 5
    The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada

    Posted by The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada on 5th Aug 2018

    I would like to extend my sincere appreciation. I would also like to thank you for your service in promoting business continuity practices. I wish you every success in your work.

  • 5
    It is a pleasure to know about new tools to improve our performance. Let me congratulate to you about your new achievement.

    Posted by Marta C. on 4th Aug 2018

    MARTA C., Cybersecurity and Antifraud Consultant

  • 5
    Thank you. We will be offering your self assessment as a subject for our master students from autumn onwards.

    Posted by Christine R. on 4th Aug 2018

    Christine R. University Officer

  • 5
    CARSTEN B. Experienced safety and quality enabler

    Posted by CARSTEN B. on 2nd Aug 2018

    So far I have only had time to browse it very superficially, but form that it looks very comprehensive and at the same time practical. As soon as I find time I will do a short item on it on my literature pages and point risk management professionals in your direction. Have a great day, and all the best!!

  • 5
    The Self Assessment is deemed qualified, accurate and comprehensive as a Guidance that Incorporates the NIST Cybersecurity Framework.

    Posted by U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) on 2nd Aug 2018

    U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST)

  • 5
    DAVID T. Software Consultant

    Posted by DAVID T. on 6th Jul 2018

    Quality is a topic that is very important for me right now, and it should be important for every team. This book contains a self-assessment that can be useful for your organization to find out where you currently are. If you struggle to ask the right questions about your efforts, this book will give many of them, and a way to score your answers

  • 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 5th Jul 2018

    DR STEVEN.B. Head of Information Security & Assurance