Financial Modeling Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Financial Modeling improvements can be made.

Examples; 10 of the 997 standard requirements:


1. Are the roles and responsibilities of the board and management clearly defined, so as to prevent inappropriate intrusion by the board into operational details?
   
   

2. Are there alternative financial models that should be considered that would enable either more dynamic growth or improved exploitation of technologies?
   
   

3. Have you encountered/thought about/used any financial models that developers can use to build green, sell the property and recover the investments?
   
   

4. When you apply a given dataset in a particular action or decision point, what is the incremental revenue generated or incremental cost avoided?
   
   

5. Does the strategic plan clearly set out the reasons for the evolution of the main KPIs on which your organizations financial model is based?
   
   

6. Which organizational and financial models sustain the projects upscaling, and which parts of the project can be replicated in other places?
   
   

7. How your organization translated climate scenarios to financial models and whether the scenario analysis is used in strategic planning?
   
   

8. How do you use opportunities scattered throughout the international financial markets to balance the trade off between risk and return?
   
   

9. Is the mix between liability and equity funding appropriate for your institution, given its economic context and stage of development?
   
   

10. Does your organization have classic behaviors, unessential financial models, or organizational structures that need re engineering?
    
    


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 Financial Modeling book in PDF containing 997 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Project Portfolio management: Regularly review and revise the Financial Modeling project portfolio (eg several times a year) are done?
   
   

2. Project Scope Statement: Where and how does the team fit within your organization structure?
   
   

3. Cost Baseline: Have all approved changes to the Financial Modeling project requirement been identified and impact on the performance, cost, and schedule baselines documented?
   
   

4. Project Management Plan: Are there any scope changes proposed for a previously authorized Financial Modeling project?
   
   

5. Probability and Impact Matrix: Do requirements demand the use of new analysis, design, or testing methods?
   
   

6. WBS Dictionary: Are detailed work packages planned as far in advance as practicable?
   
   

7. Executing Process Group: How can you use Microsoft Financial Modeling project and Excel to assist in Financial Modeling project risk management?
   
   

8. Executing Process Group: What is the difference between conceptual, application, and evaluative questions?
   
   

9. Probability and Impact Matrix: Does the customer have a solid idea of what is required?
   
   

10. Procurement Audit: Was the formal review of requests to participate or evaluation of bids correctly undertaken?


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

1.0 Initiating Process Group:


• 1.1 Financial Modeling project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 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 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 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 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 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 Financial Modeling project with this in-depth Financial Modeling Toolkit.

In using the Toolkit you will be better able to:


• Diagnose 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 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 Financial Modeling investments work better.

This 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.