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The Art of Service Standard Requirements Self Assessments

Corporate finance Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

Corporate finance Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

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Product Description

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Corporate finance 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 636 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Corporate finance improvements can be made.

Examples; 10 of the 636 standard requirements:

  1. What will drive Corporate finance change?

  2. Are you satisfied with your current role? If not, what is missing from it?

  3. Is the implementation plan designed?

  4. What are our needs in relation to Corporate finance skills, labor, equipment, and markets?

  5. Are controls in place and consistently applied?

  6. Is there a standardized process?

  7. What potential megatrends could make our business model obsolete?

  8. Is there a Corporate finance Communication plan covering who needs to get what information when?

  9. How to Improve?

  10. What are your most important goals for the strategic Corporate finance objectives?


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 Corporate finance book in PDF containing 636 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Formal Acceptance: General estimate of the costs and times to complete the Corporate finance project?

  2. Responsibility Assignment Matrix: Are the actual costs used for variance analysis reconcilable with data from the accounting system?

  3. Team Member Performance Assessment: What is a general description of the processes under performance measurement and assessment?

  4. Activity Duration Estimates: How does Corporate finance project integration management relate to the Corporate finance project life cycle, stakeholders, and the other Corporate finance project management knowledge areas?

  5. Team Operating Agreement: Reimbursements: How will the team members be reimbursed for expenses and time commitments?

  6. Schedule Management Plan: Does the detailed Corporate finance project plan identify individual responsibilities for the next 4Ð6 weeks?

  7. Stakeholder Management Plan: Will all relevant stakeholders be included within the review process?

  8. Requirements Documentation: How do you know when a Requirement is accurate enough?

  9. Team Operating Agreement: What are the safety issues/risks that need to be addressed and/or that the team needs to discuss?

  10. Network Diagram: What activity must be completed immediately before this activity can start?

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

1.0 Initiating Process Group:

  • 1.1 Corporate finance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Corporate finance project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Corporate finance 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 Corporate finance 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 Corporate finance 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 Corporate finance 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 Corporate finance project with this in-depth Corporate finance Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Corporate finance 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 Corporate finance 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 Corporate finance investments work better.

This Corporate finance 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.

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