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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the standard requirements:

  1. How does the organization define, manage, and improve its Fund governance processes?

  2. Do the problem and goal statements meet the SMART criteria (specific, measurable, attainable, relevant, and time-bound)?

  3. Will it solve real problems?

  4. Is Fund governance linked to key stakeholder goals and objectives?

  5. Do you see more potential in people than they do in themselves?

  6. What does the data say about the performance of the stakeholder process?

  7. What are the short and long-term Fund governance goals?

  8. What actually has to improve and by how much?

  9. Will Fund governance deliverables need to be tested and, if so, by whom?

  10. Is Supporting Fund governance documentation required?


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 Fund governance book in PDF containing requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Is there general agreement & acceptance of the current status and progress of the Fund governance project?

  2. Team Performance Assessment: To what degree can team members frequently and easily communicate with one another?

  3. Change Request: Screen shots or attachments included in a Change Request?

  4. Contract Close-Out: How is the contracting office notified of the automatic contract close-out?

  5. Schedule Management Plan: Can be realistically shortened (the duration of subsequent tasks)?

  6. Team Operating Agreement: Do you ensure that all participants know how to use the required technology?

  7. Project Schedule: Are there activities that came from a template or previous Fund governance project that are not applicable on this phase of this Fund governance project?

  8. Procurement Management Plan: Does a documented Fund governance project organizational policy & plan (i.e. governance model) exist?

  9. Risk Audit: What events or circumstances could affect the achievement of your objectives?

  10. Probability and Impact Matrix: My Fund governance project leader has suddenly left the company, what do I do?

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

1.0 Initiating Process Group:

  • 1.1 Fund governance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Fund governance 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 Fund governance 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 Fund governance investments work better.

This Fund governance 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
    Hi everybody, The book is amazing, I will read it deeper during my next holidays. Thanks and regards

    Posted by Diego P. on 5th Sep 2018

    Diego P. Head of BDA Business Unit

  • 5
    Thank you for providing these valuable resources.

    Posted by HANS D. on 5th Sep 2018

    HANS D. Integration & Solution Architect

  • 5
    cake.hr

    Posted by cake.hr on 5th Sep 2018

    The Verdict: The Complete Self-Assessment package ticks a lot of checkboxes, especially for businesses testing the waters for decision making and performance enhancement and for companies that can not have a full-time professional on payroll to guide the initial implementation of their drive.

  • 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 Sep 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
    Awesome!!!!!!

    Posted by JOHN G. on 4th Sep 2018

    JOHN G. Principal Consultant

  • 5
    Thank you for this achievement.

    Posted by IFMA on 4th Sep 2018

    IFMA International Facility Management Association

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 4th Sep 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 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
    I have gone through the array of your works and they are simply awesome! Great job you have been doing.

    Posted by KENNETH O. on 2nd Sep 2018

    KENNETH O. MD/CEO, Emerging Media