Earnings Quality Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Earnings Quality 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 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Earnings Quality improvements can be made.

Examples; 10 of the 992 standard requirements:


1. Can information about long term business prospects, incremental to that contained in current term earnings measures, be monitored and communicated systematically to shareholders?
   
   

2. Is the audit committee satisfied that appropriate disclosure is included in the financial statements related to critical accounting judgements and estimates?
   
   

3. Is it earnings growth, quality of earnings, maximum return on equity, or the discounted value of the future earnings stream and if so, at what discount rate?
   
   

4. Are the methods and the nature of key assumptions commonly used to make a particular type of accounting estimate in your organizations particular business?
   
   

5. How should new regulatory models address the difference in scale between the investments of the past and the new products and services of the future?
   
   

6. What are the common methods used by managers that may boost current reported earnings and thereby lower your organizations quality of earnings?
   
   

7. Are all worthless assets maintained under dual control to guard against neglect or misappropriation of any securities that may regain value?
   
   

8. Is that something that you are comfortable going to in the environment that were in right now, in terms of the regulatory environment?
   
   

9. When considering a special order that will enable your organization to make use of currently idle capacity, which costs is irrelevant?
   
   

10. Does your mutual fund invest in any type of securities that could cause the value to go up or down rapidly in a short period of time?
    
    


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 Earnings Quality book in PDF containing 992 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Project Management Plan: Are the existing and future without-plan conditions reasonable and appropriate?
   
   

2. Variance Analysis: What is the expected future profitability of each customer?
   
   

3. Stakeholder Analysis Matrix: Is there evidence that demonstrates the impact of education on the Earnings Quality projects outcomes?
   
   

4. Procurement Audit: Are rules in automatic disbursement programs adequate to prevent duplicate payment of invoices?
   
   

5. Source Selection Criteria: In order of importance, which evaluation criteria are the most critical to the determination of your overall rating?
   
   

6. Cost Management Plan: Have the key elements of a coherent Earnings Quality project management strategy been established?
   
   

7. Quality Management Plan: Are you meeting your customers expectations consistently?
   
   

8. Stakeholder Management Plan: Has a quality assurance plan been developed for the Earnings Quality project?
   
   

9. Activity Duration Estimates: Consider the changes in the job market for information technology workers. How does the job market and current state of the economy affect human resource management?
   
   

10. Stakeholder Management Plan: What potential impact does the Earnings Quality project have on the stakeholder?


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

1.0 Initiating Process Group:


• 1.1 Earnings Quality project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Earnings Quality project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Earnings Quality 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 Earnings Quality 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 Earnings Quality 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 Earnings Quality 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 Earnings Quality project with this in-depth Earnings Quality Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Earnings Quality 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 Earnings Quality 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 Earnings Quality investments work better.

This Earnings Quality 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.