Value at Risk Toolkit

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Explain project delay if earned value is more than planned value

 

How is your financial performance affected by risk, in terms of impairment or Value at Risk?

Does the licensed corporation adopt any risk pricing model, e.g. Value at Risk, economic value of equity models, etc., as primary risk measurement and management tool?

What are the benefits of value based data risk management?

Which communication line most needs to be improved for your organization to proactively manage risk to pursue future growth?

What is the Value at Risk for a given portfolio?




...Find the answers to these, and more, questions with this Value at Risk Toolkit:

  • Measure the business value of your organization.
  • Measure the business value of your Finance organization.
  • Transform your organization by leveraging data to innovate and create value for your members.
  • Create value for your customers and your business.
  • Ensure the measurement and benchmarking exercise will add value to your organization.
  • Plan to contribute to add value to your organization.
  • Steadily increase the value of your talent to serve your business strategy.
  • Measure the cost and value of your organization service.
  • Use architecture to provide value to your organization.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Value at Risk 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Value at Risk improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. How should the auditor evaluate whether a organization, in determining its expected volatility, has considered the historical volatility of its share price over an appropriate period of time?

  2. How should the auditor evaluate the reasonableness of your organizations estimate of expected volatility when it uses a combination of historical and implied volatility in that estimate?

  3. What steps should the auditor take when your organization changes the valuation technique or model chosen to value employee share options?

  4. How should the auditor evaluate your organizations share price observations for the purpose of determining historical volatility?

  5. How should the auditor test the underlying data that supports your organizations estimate of fair value, and the related entries?

  6. How long would it take to recognize that conditions have become hostile, and how quickly thereafter could action take effect?

  7. Which communication line most needs to be improved for your organization to proactively manage risk to pursue future growth?

  8. Which functions or departments are the focus of efforts to increase visibility and transparency in your organization?

  9. How should the auditor evaluate your organizations use of implied volatility in its estimate of expected volatility?

  10. Should margins used in valuing reinsurance assets be consistent with margins used in the valuation of liabilities?


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 Value at Risk book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Value at Risk Project Management Form Templates covering over 1500 Value at Risk project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: Are inspections completed to determine if the results comply with the requirements?

  2. Scope Management Plan: Do you have the reasons why the changes to your organizational systems and capabilities are required?

  3. Responsibility Assignment Matrix: Are the bases and rates for allocating costs from each indirect pool consistently applied?

  4. Scope Management Plan: Is current scope of the Value at Risk project substantially different than that originally defined?

  5. Procurement Audit: Proper and complete records of transactions and events are maintained?

  6. Procurement Management Plan: Are key risk mitigation strategies added to the Value at Risk project schedule?

  7. Procurement Audit: What are your procurement processes with contractors?

  8. Quality Audit: How does your organization know that its relationships with relevant professional bodies are appropriately effective and constructive?

  9. Executing Process Group: How can you use Microsoft Value at Risk project and Excel to assist in Value at Risk project risk management?

  10. Requirements Documentation: How will requirements be documented and who signs off on them?

 
Step-by-step and complete Value at Risk Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Value at Risk project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Value at Risk 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 Value at Risk 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 Value at Risk investments work better.

This Value at Risk 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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CONTENTS:


Checklists:


Checklists:Value at Risk Checklist Report on ORGANIZATION.pdf

Checklists:Value at Risk Checklist Report on AUDIT.pdf

Checklists:Value at Risk Checklist Report on INSURANCE.pdf

Checklists:Value at Risk Checklist Report on DATA.pdf

Checklists:Value at Risk Checklist Report on FINANCIAL.pdf

Checklists:Value at Risk Checklist Report on MANAGEMENT.pdf

Checklists:Value at Risk Checklist Report on RISK.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Value at Risk Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Value_at_Risk_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Value_at_Risk.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Value at Risk Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

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If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

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