Collateral management 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 Collateral management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Collateral 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 Collateral management specific requirements:


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the standard requirements:

  1. How long will it take to change?

  2. What key stakeholder process output measure(s) does Collateral management leverage and how?

  3. How is business? Why?

  4. If there were zero limitations, what would we do differently?

  5. Is there any existing Collateral management governance structure?

  6. How does the Collateral management manager ensure against scope creep?

  7. Think about the functions involved in your Collateral management project. what processes flow from these functions?

  8. What role does communication play in the success or failure of a Collateral management project?

  9. What other systems, operations, processes, and infrastructures (hiring practices, staffing, training, incentives/rewards, metrics/dashboards/scorecards, etc.) need updates, additions, changes, or deletions in order to facilitate knowledge transfer and improvements?

  10. If you had to rebuild your organization without any traditional competitive advantages (i.e., no killer a technology, promising research, innovative product/service delivery model, etc.), how would your people have to approach their work and collaborate together in order to create the necessary conditions for success?


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 Collateral management book in PDF containing requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Collateral management Project Management Form Templates covering over 6000 Collateral management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Member Performance Assessment: What happens if a team member disagrees with the Job Expectations?

  2. Human Resource Management Plan: How complete is the human resource management plan?

  3. Scope Management Plan: Does a documented Collateral management project organizational policy & plan (i.e. governance model) exist?

  4. Quality Management Plan: Contradictory information between different documents?

  5. Stakeholder Analysis Matrix: What unique or lowest-cost resources does the Collateral management project have access to?

  6. Duration Estimating Worksheet: Does the Collateral management project provide innovative ways for Veterans to overcome obstacles or deliver better outcomes?

  7. Procurement Management Plan: Do all stakeholders know how to access the PM repository and where to find the Collateral management project documentation?

  8. Requirements Management Plan: The WBS is developed as part of a Joint Planning session. But how do you know that youve done this right?

  9. Responsibility Assignment Matrix: Detailed schedules which support control account and work package start and completion dates/events?

  10. Procurement Audit: Are the official minutes written in a clear and concise manner?

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

1.0 Initiating Process Group:

  • 1.1 Collateral management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Collateral 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 Collateral 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 Collateral 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 Collateral 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 Collateral 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 Collateral management project with this in-depth Collateral management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Collateral 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 Collateral 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 Collateral management investments work better.

This Collateral 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    I have read your book and it's a great work for my business. Thank you.

    Posted by Nguyen Hoang Vu on 5th Sep 2018

    Nguyen Hoang Vu

  • 5
    It is a pleasure to know about new tools to improve our performance. Let me congratulate to you about your new achievement.

    Posted by Marta C. on 3rd Sep 2018

    MARTA C., Cybersecurity and Antifraud Consultant

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 2nd Sep 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 2nd Sep 2018

    JULIE M. AWS Solution Architect

  • 5
    Thank you. We will be offering your self assessment as a subject for our master students from autumn onwards.

    Posted by Christine R. on 5th Aug 2018

    Christine R. University Officer

  • 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 4th Aug 2018

    James S. Account Manager

  • 5
    The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada

    Posted by The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada on 4th Aug 2018

    I would like to extend my sincere appreciation. I would also like to thank you for your service in promoting business continuity practices. I wish you every success in your work.

  • 5
    I really like the format. Simple but quite powerful. I will make sure to share my views with Amazon. Thanks again.

    Posted by CARL M. on 2nd Aug 2018

    CARL M. Senior Solutions Architect

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 2nd Aug 2018

    DAVIN B. Systems Manager