Asset And Liability Management Toolkit

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Pilot Asset And Liability Management: document data inventory and Data Flow diagrams.

More Uses of the Asset And Liability Management Toolkit:

  • Ensure IT asset processes/procedures are consistently followed and the governing policies are adhered to throughout your organization.

  • Manage work with the Asset Management to evaluate the preventive maintenance program (frequency, timeliness, performance results, etc) and implement adjustments or improvements to the program.

  • Assure your enterprise complies; records all work performed into preventative maintenance log and updates in Planned Maintenance records in the Asset Management application.

  • Oversee the development of the IT Service Catalog, asset database and IT Knowledge Base to ensure that information is accurate and available to identified stakeholders.

  • Identify and provide input to the development of Key Performance Indicators and reports on preventive maintenance program effectiveness.

  • Partner with your cross functional teams (Sales, Solution, Asset Managers, Delivery and Application development) to optimize your service, penetration of your organization strategic assets in your solutions and successful deployments of the assets and achieves the desired business results.

  • Identify Asset And Liability Management: proactively take ownership of open issues and interface successfully with other departments and multiple levels of management.

  • Manage knowledge, skill and the ability extracting, organizing and analyzing information from Enterprise Asset Management and Geographic Information Systems.

  • Drive Asset And Liability Management: monitor and track compliance to IT incident tracking system to ensure compliance to Service Level Agreements (slas), quick resolution of problems and communicate with users on resolution and follow up activities as appropriate.

  • Audit Asset And Liability Management: client account managers partner with colleagues in organizational sales and client Portfolio management to form a dedicated service team for each assigned client.

  • Establish that your business participates in Asset Management efforts of IT equipment and software licensing.

  • Ensure your operation complies; champions organizational change; encourages participation in activities that support relationship development; champions Information security innovation; encourages and enforces proper training in regards to security issues.

  • Secure that your organization utilizes leadership and expertise in the principles of Root Cause Analysis and Reliability Centered Maintenance to create an environment of continuous, aggressive defect elimination program that drive asset reliability improvement.

  • Be accountable for handling events as identifying security issues, extensive troubleshooting, and coordinating resolution with various IT groups.

  • Manage the IT Asset Management, and other IT staff, the IT asset analyzing ensures that the ITAM program, technology leasing process and mobile device refresh process are functioning efficiently, ensuring compliance with policies standards, and processes.

  • Help you as you strive to be the most respected and in demand solution partner supporting intelligent distribution in the Asset Management industry.

  • Collaborate with the Service Management Solution team and architecture lead to evolve the CMDB model for Emerging Technologies and future initiatives.

  • Confirm your organization ensures service Asset And Configuration Management (SACM) processes and Configuration Management DataBase (CMDB) effectiveness, facilitates Change Management process and tool design, and drive the identification of critical Success Factors and KPIs to measure ITSM improvement.

  • Be accountable for tracking assets throughout the life cycle, with special focus on missing and off network assets; identify and report on potential problems with the Asset Tracking tool system/performance issues, constraints, etc.

  • Identify Asset And Liability Management: design, development and support of backend integration components for new and existing complex Mobile Applications in areas as Enterprise Asset Management and field services.

  • Ensure you standardize; lead asset remarketing efforts to collaborate with internal partners, stake holders, and leaders to understand Strategic Objectives, Key Performance Indicators and reporting requirements.

  • Confirm your organization performs asset and network discovery review, helping to ensure full coverage of Vulnerability Management environment.

  • Confirm your business ensures compliance with Asset Management policy, Asset Management Strategy, and Asset Management objectives, and takes account of asset operating parameters.

  • Develop and establish strategies and methods that improve preventive maintenance Processes And Procedures resulting in enhanced equipment performance.

  • Create and distribute reports to stakeholders on learning asset research, usage, application, shelf life/version, etc.

  • Ensure you accumulate; lead Business Analysts enable the transformation and Performance Improvement of an enterprise or its parts, with respect to people, process and technology, by providing relevant capabilities, assets (human and non human), processes and tools.

  • Establish and maintain regular communication with your organizations executives, stakeholders, department heads and end users regarding pertinent infrastructure activities.

  • Establish Asset And Liability Management: web and print layout, asset production, Video Production, motion graphics and more.

  • Assure your organization complies; champions organizational change; encourages participation in activities that support relationship development; champions Information security innovation; encourages and enforces proper training in regards to security issues.

  • Integrate data source management with data Asset Tracking and management Systems And Processes.

  • Perform analysis of business models, logical specifications, and/or Customer Requirements to design and build solutions.

  • Supervise Asset And Liability Management: monitors the regulatory environment, conducts applicable research and makes recommendations for responding to emerging/changing Regulatory Requirements affecting alm, capital or liquidity funding.

  • Oversee the fault management system during normal operations.

  • Monitor performance by analyzing performance statistics and financial results; evaluating staffing schedules to match contact volumes; evaluating potential productivity, quality, and Customer Service standards; identifying and resolving problems; determining system and Process Improvements.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical Asset And Liability Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Asset And Liability Management 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 And Liability Management specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Asset And Liability Management 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 999 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 And Liability Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. If you could go back in time five years, what decision would you make differently? What is your best guess as to what decision you're making today you might regret five years from now?

  2. Are Asset And Liability Management vulnerabilities categorized and prioritized?

  3. How do you keep the momentum going?

  4. How does your organization define, manage, and improve its Asset And Liability Management processes?

  5. What Asset And Liability Management data do you gather or use now?

  6. Do you aggressively reward and promote the people who have the biggest impact on creating excellent Asset And Liability Management services/products?

  7. What is the smallest subset of the problem you can usefully solve?

  8. Record-keeping requirements flow from the records needed as inputs, outputs, controls and for transformation of a Asset And Liability Management process, are the records needed as inputs to the Asset And Liability Management process available?

  9. How do you negotiate Asset And Liability Management successfully with a stubborn boss, an irate client, or a deceitful coworker?

  10. What Asset And Liability Management problem should be solved?


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 And Liability Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Asset And Liability Management 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 And Liability Management Self-Assessment and Scorecard you will develop a clear picture of which Asset And Liability Management 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 And Liability Management 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 And Liability Management projects with the 62 implementation resources:

  • 62 step-by-step Asset And Liability Management Project Management Form Templates covering over 1500 Asset And Liability Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Asset And Liability Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Asset And Liability Management Project Team have enough people to execute the Asset And Liability Management project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Asset And Liability Management project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete Asset And Liability Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Asset And Liability Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Asset And Liability Management 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 And Liability Management 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 And Liability Management 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 And Liability Management 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 And Liability Management 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 Asset And Liability Management project with this in-depth Asset And Liability Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Asset And Liability Management 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 And Liability Management 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 And Liability Management Investments work better.

This Asset And Liability Management 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.