Save time, empower your teams and effectively upgrade your processes with access to this practical Asset allocation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Asset allocation 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 Asset allocation specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Asset allocation 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 678 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Asset allocation improvements can be made.
Examples; 10 of the 678 standard requirements:
- What specific factors (duration management, yield curve positioning, sector selection, security selection, asset allocation, maturity structure) are integral to the portfolio construction process?
- What specific factors (yield curve positioning, sector selection, security selection, asset allocation, maturity structure) are integral to the portfolio construction process?
- What were the financial benefits resulting from any ground fruit or low-hanging fruit (quick fixes)?
- What are the compelling stakeholder reasons for embarking on Asset allocation?
- Does the goal represent a desired result that can be measured?
- Who participated in the data collection for measurements?
- How will success or failure be measured?
- Do we have the right people on the bus?
- How do you decide on asset allocation?
- Who else should we help?
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 Asset allocation book in PDF containing 678 requirements, which criteria correspond to the criteria in...
Your Asset allocation 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 Asset allocation Self-Assessment and Scorecard you will develop a clear picture of which Asset allocation 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 Asset allocation 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 Asset allocation projects with the 62 implementation resources:
- 62 step-by-step Asset allocation Project Management Form Templates covering over 6000 Asset allocation project requirements and success criteria:
Examples; 10 of the check box criteria:
- Communications Management Plan: Are there too many who have an interest in some aspect of your work?
- Cost Baseline: Vac -variance at completion, how much over/under budget do you expect to be?
- Milestone List: It is to be a narrative text providing the crucial aspects of your Asset allocation project proposal answering what, who, how, when and where?
- WBS Dictionary: Changes in the overhead pool and/or organization structures?
- Risk Audit: Have all possible risks/hazards been identified (including injury to staff, damage to equipment, impact on others in the community)?
- Duration Estimating Worksheet: What does it mean to say a task is 75% complete after 3 months?
- Procurement Management Plan: Were Asset allocation project team members involved in detailed estimating and scheduling?
- Planning Process Group: Is the identification of the problems, inequalities and gaps, with their respective causes, clear in the Asset allocation project?
- Cost Management Plan: The definition of the Asset allocation project scope what needs to be accomplished?
- Lessons Learned: How well defined were the acceptance criteria for Asset allocation project deliverables?
Step-by-step and complete Asset allocation Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Asset allocation project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Asset allocation project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Asset allocation 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 Asset allocation 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 Asset allocation 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 Asset allocation project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Asset allocation project with this in-depth Asset allocation Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Asset allocation 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 Asset allocation 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 Asset allocation investments work better.
This Asset allocation 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.