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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Market data 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 655 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Market data improvements can be made.

Examples; 10 of the 655 standard requirements:

  1. You may have created your customer policies at a time when you lacked resources, technology wasnt up-to-snuff, or low service levels were the industry norm. Have those circumstances changed?

  2. How do you rely on the public versus private sector for key commodity market data & analysis?

  3. What other kinds of products and services do you use to complement market data and analysis?

  4. How often do you access market data and analysis over a one week period -on average?

  5. How many other people use market data and analysis in your organization (estimate)?

  6. Which functions and people interact with the supplier and or customer?

  7. How would you ideally like to access market data and analysis?

  8. What role does market data and analysis play in your job?

  9. What are the gaps in my knowledge and experience?

  10. Where do you access market data and analysis?


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 Market data book in PDF containing 655 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Source Selection Criteria: Are there any specific considerations that precludes offers from being selected as the awardee?

  2. WBS Dictionary: Are the WBS and organizational levels for application of the Market data projected overhead costs identified?

  3. Process Improvement Plan: Are there forms and procedures to collect and record the data?

  4. Probability and Impact Assessment: Assuming that you have identified a number of risks in the Market data project, how would you prioritize them?

  5. Variance Analysis: How does the organization allocate the cost of shared expenses and services?

  6. Planning Process Group: In which Market data project management process group is the detailed Market data project budget created?

  7. Risk Data Sheet: What are you weak at and therefore need to do better?

  8. Executing Process Group: Just how important is your work to the overall success of the Market data project?

  9. Stakeholder Analysis Matrix: Who is most interested in information about the topic and/or has previously initiated interest?

  10. Quality Metrics: Is there a set of procedures to capture, analyze and act on quality metrics?

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

1.0 Initiating Process Group:

  • 1.1 Market data project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Market data 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 Market data 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 Market data investments work better.

This Market data 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
    Congrats! Very cool!

    Posted by Caryn B. on 5th Sep 2018

    Caryn B. Vice President Production

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

    Posted by WALTER H. on 5th Sep 2018

    WALTER H. Business Coach

  • 5
    Your book is interesting and contains timely topics.

    Posted by Dianne L. on 5th Sep 2018

    DIANNE L Chief Learning Officer

  • 5
    Thank you so much... Hope to visit Australia someday. Smart IT people... 5 star review.

    Posted by ELLEN C. on 6th Aug 2018

    ELLEN C. Enterprise Innovation: Business & Information Technology Strategist

  • 5
    Thank you, these are great!

    Posted by NATALIE F. on 6th Aug 2018

    NATALIE F. Healthcare Information Technology Consultant

  • 5
    CARSTEN B. Experienced safety and quality enabler

    Posted by CARSTEN B. on 6th Aug 2018

    So far I have only had time to browse it very superficially, but form that it looks very comprehensive and at the same time practical. As soon as I find time I will do a short item on it on my literature pages and point risk management professionals in your direction. Have a great day, and all the best!!

  • 5
    I have been looking at the document, and it is quite extensive.

    Posted by PENGILLY W. on 5th Aug 2018

    PENGILLY W. Director IT & Logistics at a leading University

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 5th Aug 2018

    MEL F. Change Management Professional

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 5th Aug 2018

    JULIE M. AWS Solution Architect