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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Institutional Shareholder 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 663 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Institutional Shareholder Services improvements can be made.

Examples; 10 of the 663 standard requirements:

  1. Is Institutional Shareholder Services dependent on the successful delivery of a current project?

  2. Strategic planning -Institutional Shareholder Services relations

  3. How are measurements made?

  4. How will your organization measure success?

  5. If your customer were your grandmother, would you tell her to buy what were selling?

  6. Who will be using the results of the measurement activities?

  7. Who will be in control?

  8. What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Institutional Shareholder Services?

  9. Is there a Institutional Shareholder Services Communication plan covering who needs to get what information when?

  10. Is there a transfer of ownership and knowledge to process owner and process team tasked with the responsibilities.


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 Institutional Shareholder Services book in PDF containing 663 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Analysis Matrix: Who is influential in the Institutional Shareholder Services project area (both thematic and geographic areas)?

  2. Communications Management Plan: Is there an important stakeholder who is actively opposed and will not receive messages?

  3. Schedule Management Plan: Is the firm certified as a supplier, wholesaler and/or regular dealer?

  4. Schedule Management Plan: Are assumptions being identified, recorded, analyzed, qualified and closed?

  5. Variance Analysis: Are the requirements for all items of overhead established by rational, traceable processes?

  6. Cost Baseline: Has the Institutional Shareholder Services project documentation been archived or otherwise disposed as described in the Institutional Shareholder Services project communication plan?

  7. Quality Management Plan: What procedures are used to determine if you use, and the number of split, replicate or duplicate samples taken at a site?

  8. Probability and Impact Assessment: How is risk handled within this Institutional Shareholder Services project organization?

  9. Initiating Process Group: Are identified risks being monitored properly, are new risks arising during the Institutional Shareholder Services project or are foreseen risks occurring?

  10. Probability and Impact Assessment: Is the customer willing to establish rapid communication links with the developer?

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

1.0 Initiating Process Group:

  • 1.1 Institutional Shareholder Services project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Institutional Shareholder 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 Institutional Shareholder 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 Institutional Shareholder 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 Institutional Shareholder 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 Institutional Shareholder 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 Institutional Shareholder Services project with this in-depth Institutional Shareholder Services Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Institutional Shareholder 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 Institutional Shareholder 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 Institutional Shareholder Services investments work better.

This Institutional Shareholder 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
    DAVID T. Software Consultant

    Posted by DAVID T. on 4th Sep 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
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 2nd Sep 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    Great initiative and timing to release the requirements! And thanks a lot for sharing it with us!

    Posted by Pierre V. on 6th Aug 2018

    Pierre V. B2B Product & Content Marketing

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 6th Aug 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    Spot on, thank you. Will study your book to help my clients.

    Posted by WALTER H. on 5th Aug 2018

    WALTER H. Business Coach

  • 5
    This is awesome. Thank you very much.

    Posted by Dr. Martin K. on 4th Aug 2018

    Dr. Martin K. CEO

  • 5
    BRENDAN M. Principle Consultant

    Posted by BRENDAN M. on 4th Aug 2018

    Every high achiever has probably been criticized as a 'control freak' at some point. However, given the numerous daily distractions entrepreneurs encounter, if you want to do 'deep work' with broad-ranging impact, you have to control your time to make each day a masterpiece. Check Out The Art of Service's Self Assessments.

  • 5
    I will use everything extensively to prepare for an audit scheduled in Dec and Jan for an important automotive customer.

    Posted by Bruno C. on 4th Aug 2018

    Bruno C. ICT Director