Business Valuation Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Business Valuation 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Business Valuation improvements can be made.

Examples; 10 of the 997 standard requirements:


1. Does your organization conduct periodic risk assessment reviews to identify potential cybersecurity threats, vulnerabilities, and potential business consequences?
   
   

2. How are the results of analysis utilised for modifying your manufacturing capabilities and strategies to respond to the unfolding market and industry changes?
   
   

3. How can small businesses profit and benefit from changing the business processes to better align with this digital acquisition approach?
   
   

4. Is the technology, security, and communications support infrastructure adequate for the standards demanded by a financial institution?
   
   

5. What is the value to your organizations reputation and/or brand in having a publicly disclosed anti corruption program and controls?
   
   

6. Do you have to repeat in the performance report or accountability report information already included in the financial statements?
   
   

7. How do financial institutions monitor and manage risk from the ongoing critical services provided by critical service providers?
   
   

8. How do the results of analysis influence the change of your internal operational strategies as well as the market strategies?
   
   

9. Are there any other approaches that could be undertaken to elicit market responses ahead of directions powers?
   
   

10. How often does your marketing organization evaluate its approach to managing ambiguous, non routine problems?
    
    


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 Business Valuation book in PDF containing 997 requirements, which criteria correspond to the criteria in...


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


• 62 step-by-step Business Valuation Project Management Form Templates covering over 1500 Business Valuation project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Human Resource Management Plan: Are governance roles and responsibilities documented?
   
   

2. WBS Dictionary: Do procedures specify under what circumstances replanning of open work packages may occur, and the methods to be followed?
   
   

3. Probability and Impact Assessment: Risks should be identified during which phase of Business Valuation project management life cycle?
   
   

4. Schedule Management Plan: Is pert / critical path or equivalent methodology being used?
   
   

5. Team Directory: Does a Business Valuation project team directory list all resources assigned to the Business Valuation project?
   
   

6. Project or Phase Close-Out: Which changes might a stakeholder be required to make as a result of the Business Valuation project?
   
   

7. Change Request: What should be regulated in a change control operating instruction?
   
   

8. Source Selection Criteria: What are the steps in performing a cost/tech tradeoff?
   
   

9. Schedule Management Plan: Has a structured approach been used to break work effort into manageable components (WBS)?
   
   

10. Team Performance Assessment: To what degree is the team cognizant of small wins to be celebrated along the way?


 
Step-by-step and complete Business Valuation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Business Valuation project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Business Valuation project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Business Valuation 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 Business Valuation 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 Business Valuation 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 Business Valuation 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 Business Valuation project with this in-depth Business Valuation Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Business Valuation 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 Business Valuation 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 Business Valuation investments work better.

This Business Valuation 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.