Banking as a Service Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the standard requirements:

  1. Who participated in the data collection for measurements?

  2. Do we aggressively reward and promote the people who have the biggest impact on creating excellent Banking as a Service services/products?

  3. How will the Banking as a Service team and the group measure complete success of Banking as a Service?

  4. What counts that we are not counting?

  5. What were the financial benefits resulting from any ground fruit or low-hanging fruit (quick fixes)?

  6. Do the problem and goal statements meet the SMART criteria (specific, measurable, attainable, relevant, and time-bound)?

  7. Which models, tools and techniques are necessary?

  8. How frequently do you track Banking as a Service measures?

  9. Who will be in control?

  10. Where can we break convention?


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 Banking as a Service book in PDF containing requirements, which criteria correspond to the criteria in...

Your Banking as a Service 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 Banking as a Service Self-Assessment and Scorecard you will develop a clear picture of which Banking as a Service 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 Banking as a Service 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 Banking as a Service projects with the 62 implementation resources:

  • 62 step-by-step Banking as a Service Project Management Form Templates covering over 6000 Banking as a Service project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Communications Management Plan: Can you think of other people who might have concerns or interests?

  2. Formal Acceptance: General estimate of the costs and times to complete the Banking as a Service project?

  3. Human Resource Management Plan: Are Banking as a Service project team members involved in detailed estimating and scheduling?

  4. Quality Management Plan: Were there any deficiencies / issues identified in the prior years self-assessment?

  5. Lessons Learned: Under what legal authority did the organization head and program manager direct the organization and Banking as a Service project?

  6. Schedule Management Plan: Are the results of quality assurance reviews provided to affected groups & individuals?

  7. Planning Process Group: To what extent is the program helping to influence the organizations policy framework?

  8. Activity Cost Estimates: What is the last item a Banking as a Service project manager must do to finalize Banking as a Service project close-out?

  9. Planning Process Group: On which process should team members spend the most time?

  10. Procurement Audit: Where applicable, did the organization adequately manage experts employed to assist in the procurement process?

 
Step-by-step and complete Banking as a Service Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Banking as a Service project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Banking as a Service project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Banking as a Service 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 Banking as a Service 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 Banking as a Service 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 Banking as a Service 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 Banking as a Service project with this in-depth Banking as a Service Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Banking as a Service 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 Banking as a Service 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 Banking as a Service investments work better.

This Banking as a Service 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 6th Sep 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 5
    This is great! Thank you. Say, do you all do consulting or certification?

    Posted by KEN W. on 6th Sep 2018

    KEN W. Managing Director

  • 5
    I will use everything extensively to prepare for an audit scheduled in Dec and Jan for an important automotive customer.

    Posted by Bruno C. on 5th Sep 2018

    Bruno C. ICT Director

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 4th Sep 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    Thank you! I have found a lot of great information in the text so far. I plan to use your book as one of our references as we build out our SDDC and gladly leave an online review.

    Posted by CRAIG T. on 4th Sep 2018

    CRAIG T. Chief Technology Officer

  • 5
    I have gone through the array of your works and they are simply awesome! Great job you have been doing.

    Posted by KENNETH O. on 3rd Sep 2018

    KENNETH O. MD/CEO, Emerging Media

  • 5
    Thank you. I would very much like to read your publication and share my views on our blog to reach our English and Spanish customers.

    Posted by James S. on 6th Aug 2018

    James S. Account Manager

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 4th Aug 2018

    MEL F. Change Management Professional

  • 5
    Thank you for this achievement.

    Posted by IFMA on 4th Aug 2018

    IFMA International Facility Management Association