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
- 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 661 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 661 standard requirements:
- If we do not follow, then how to lead?
- How is the team tracking and documenting its work?
- Record-keeping requirements flow from the records needed as inputs, outputs, controls and for transformation of a Asset and liability management process. ask yourself: are the records needed as inputs to the Asset and liability management process available?
- How do you encourage people to take control and responsibility?
- Is data collected and displayed to better understand customer(s) critical needs and requirements.
- Are improvement team members fully trained on Asset and liability management?
- Which functions and people interact with the supplier and or customer?
- How do we go about Securing Asset and liability management?
- How will the day-to-day responsibilities for monitoring and continual improvement be transferred from the improvement team to the process owner?
- How will the team or the process owner(s) monitor the implementation plan to see that it is working as intended?
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 661 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 6000 Asset and liability management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Audit: Are there mechanisms in place to evaluate the performance of the departments suppliers?
- Quality Audit: How does the organization know that its system for ensuring that its training activities are appropriately resourced and support is appropriately effective and constructive?
- Roles and Responsibilities: Are governance roles and responsibilities documented?
- Scope Management Plan: Are changes in deliverable commitments agreed to by all affected groups & individuals?
- Stakeholder Management Plan: What procedures will be utilised to ensure effective monitoring of Asset and liability management project progress?
- Variance Analysis: How do you identify potential or actual overruns and underruns?
- Activity Cost Estimates: What were things that you did very well and want to do the same again on the next Asset and liability management project?
- Project Schedule: Is the Asset and liability management project schedule available for all Asset and liability management project team members to review?
- Project Scope Statement: Is the Asset and liability management project Sponsor function identified and defined?
- Probability and Impact Assessment: What are the probabilities of chosen technologies being suitable for local conditions?
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
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.