IT Financial Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the IT Financial Management 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 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which IT Financial Management improvements can be made.

Examples; 10 of the 992 standard requirements:


1. Is it possible to create a model that assesses financial management maturity with respect to the complexity of the cloud configuration, also considering the adoption strategy?
   
   

2. How do you best assure that the costs of the internal control over financial reporting requirements imposed on smaller public companies are commensurate with the benefits?
   
   

3. How could organizations and the partners use performance measures, financial data and project evaluations to provide a better evidence base for spending on prevention?
   
   

4. Do you sub contract to any partners who are located in areas where there is a high risk of funding being used to fund terrorism or other illegal activities?
   
   

5. Which financial metrics/ratios does your organization regularly review to assess its long term debt level and capacity to take on additional debt?
   
   

6. Which additional services/capabilities are the most important to enhance your organizations expense management/accounts payable processes?
   
   

7. Is there evidence to support a positive link between the environmental governance of individual companies and the financial performance?
   
   

8. What methods can organizations use to identify, measure, monitor, manage, and report on the exposure to climate related financial risks?
   
   

9. How do you create a data center that offers high availability, can scale to meet increasing customer demand, and yet is cost effective?
   
   

10. What risk mitigation strategies can organizations use to transfer some or all of the financial risks associated with climate change?
    
    


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 IT Financial Management book in PDF containing 992 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Procurement Audit: Are purchase requisitions used to generate purchase orders?
   
   

2. Risk Management Plan: Are there alternative opinions/solutions/processes you should explore?
   
   

3. Schedule Management Plan: Have IT Financial Management project team accountabilities & responsibilities been clearly defined?
   
   

4. Team Directory: How do unidentified risks impact the outcome of the IT Financial Management project?
   
   

5. Procurement Audit: Were additional works brought about by a cause which had not previously existed?
   
   

6. Team Performance Assessment: To what degree does the teams purpose constitute a broader, deeper aspiration than just accomplishing short-term goals?
   
   

7. Work Breakdown Structure: What is the probability of completing the IT Financial Management project in less that xx days?
   
   

8. Scope Management Plan: Are enough systems & user personnel assigned to the IT Financial Management project?
   
   

9. Executing Process Group: What are the critical steps involved with strategy mapping?
   
   

10. Cost Baseline: How difficult will it be to do specific tasks on the IT Financial Management project?


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

1.0 Initiating Process Group:


• 1.1 IT Financial Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 IT Financial Management project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 IT Financial Management 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 IT Financial Management 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 IT Financial Management 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 IT Financial Management 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 IT Financial Management project with this in-depth IT Financial Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose IT Financial Management 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 IT Financial Management 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 IT Financial Management investments work better.

This IT Financial Management 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.