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The Art of Service Standard Requirements Self Assessments

Open Financial Exchange Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

Open Financial Exchange Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

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Product Description

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Open Financial Exchange 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 708 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Open Financial Exchange improvements can be made.

Examples; 10 of the 708 standard requirements:

  1. How are you going to measure success?

  2. If we got kicked out and the board brought in a new CEO, what would he do?

  3. Do you know what you are doing? And who do you call if you dont?

  4. Does Open Financial Exchange create potential expectations in other areas that need to be recognized and considered?

  5. How is Knowledge Management Measured?

  6. How do you assess your Open Financial Exchange workforce capability and capacity needs, including skills, competencies, and staffing levels?

  7. Why is change control necessary?

  8. What should the next improvement project be that is related to Open Financial Exchange?

  9. What tools do you use once you have decided on a Open Financial Exchange strategy and more importantly how do you choose?

  10. When is the estimated completion date?


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 Open Financial Exchange book in PDF containing 708 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Open Financial Exchange Project Management Form Templates covering over 6000 Open Financial Exchange project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Quality Management Plan: How many Open Financial Exchange project staff does this specific process affect?

  2. Quality Audit: What does an analysis of an organizations staff profile suggest in terms of its planning, and how is this being addressed?

  3. Change Request: What are the basic mechanics of the Change Advisory Board (CAB)?

  4. Activity Duration Estimates: (Cpi), and schedule performance index (spi) for the Open Financial Exchange project?

  5. Variance Analysis: Does the contractors system provide unit or lot costs when applicable?

  6. Executing Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?

  7. Activity Duration Estimates: Are contractor costs, schedule and technical performance monitored throughout the Open Financial Exchange project?

  8. Project Management Plan: Are there any windfall benefits that would accrue to the Open Financial Exchange project sponsor or other parties?

  9. Risk Management Plan: Do the requirements require the creation of components that are unlike anything your organization has previously built?

  10. Risk Register: Assume the event happens, what is the Most Likely impact?

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

1.0 Initiating Process Group:

  • 1.1 Open Financial Exchange project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Open Financial Exchange 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 Open Financial Exchange 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 Open Financial Exchange investments work better.

This Open Financial Exchange 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.

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