IFRS 9 Toolkit

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Where needed collaborate with other technical accounting team members on Revenue recognition, debt and equity transactions, leasing, potential merger and acquisitions, segment reporting, and other complex transactions.

More Uses of the IFRS 9 Toolkit:

  • Ensure new processes and policies are designed to allow for accurate Financial Reporting while still unlocking your business partners commercial goals.

  • Formulate: technical skills for applicable accounting and reporting standards in attest engagements.

  • Become committed to working in a Team Environment, understanding personal and team roles.

  • Methodize: review and recommend modifications to accounting systems and procedures.

  • Ensure you have applied Software Development and Project Management methodologies in the past to implement key projects.

  • Analyze accounting and Financial Reporting considerations for complex accounting topics with a focus on content licensing agreements and your podcast business.

  • Standardize: equity valuation and investment model support in collaboration with projects and new markets accounting team.

  • Coordinate with collaborators in Reporting and Data Management and Change Management to drive ongoing Data Quality and reporting improvements.

  • Forecast results to ensure that issues are identified and corrected on a timely basis.

  • Make sure that your design serves as an internal technical accounting research resource for revenue and expense recognition and other US GAAP and IFRS related accounting issues.

  • Update management with progress toward team goals.

  • Establish and successfully execute engagements against financial targets, as rates per hour, budgets, managed hours, and profitability.

  • Ensure that a robust and consistent control framework is established to meet the expectations of auditors/regulators.

  • Be accountable for monitoring the quality of the accounting output.

  • Steer: consistent drive to provide a professional client focused atmosphere.

  • Be accountable for managing an effective accounting related Internal Control system.

  • Coordinate: how do you manage a tight deadline when you have multiple accounting projects to finish.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical IFRS 9 Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any IFRS 9 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 IFRS 9 specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the IFRS 9 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which IFRS 9 improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is a worst-case scenario for losses?

  2. You may have created your quality measures at a time when you lacked resources, technology wasn't up to the required standard, or low Service Levels were the industry norm. Have those circumstances changed?

  3. When a IFRS 9 manager recognizes a problem, what options are available?

  4. Is the required IFRS 9 data gathered?

  5. How do you identify specific IFRS 9 investment opportunities and emerging trends?

  6. For your IFRS 9 project, identify and describe the business environment, is there more than one layer to the business environment?

  7. Does IFRS 9 appropriately measure and monitor risk?

  8. What is the big IFRS 9 idea?

  9. Is there a strict Change Management process?

  10. How do mission and objectives affect the IFRS 9 processes of your organization?


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 IFRS 9 book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your IFRS 9 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 IFRS 9 Self-Assessment and Scorecard you will develop a clear picture of which IFRS 9 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 IFRS 9 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 IFRS 9 projects with the 62 implementation resources:

  • 62 step-by-step IFRS 9 Project Management Form Templates covering over 1500 IFRS 9 project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all IFRS 9 project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the IFRS 9 project team have enough people to execute the IFRS 9 project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed IFRS 9 project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete IFRS 9 Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:

  • 2.1 IFRS 9 Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 IFRS 9 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 IFRS 9 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 IFRS 9 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 IFRS 9 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 IFRS 9 project with this in-depth IFRS 9 Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose IFRS 9 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 IFRS 9 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 IFRS 9 investments work better.

This IFRS 9 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.