ERM Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the ERM 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 885 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which ERM improvements can be made.

Examples; 10 of the 885 standard requirements:

  1. Has management conducted a comprehensive evaluation of the entirety of enterprise Risk Management at least once every three years or sooner if a major strategy or management change occurs, a program is added or deleted, changes in economic or political conditions exist, or changes in operations or methods of processing information have occurred?

  2. Have the it security cost for all investments/projects been integrated in to the overall cost including (certification and accreditation/re-accreditation, system security plan, risk assessment, privacy impact assessment, configuration/patch management, security control testing and evaluation, and contingency planning/testing)?

  3. Does the information infrastructure convert raw data into more meaningful, relevant information to create knowledgeable and wise decisions that assists personnel in carrying out their enterprise Risk Management and other responsibilities?

  4. Is management periodically considering advise from external parties (e.g., customers, vendors and others doing business with the entity, external auditors, and regulators) on the functioning of an entitys enterprise Risk Management?

  5. As confidentiality, security, service continuity, and regulatory compliance become even more critical in the digital enterprise, what role should internal audit play in addressing corresponding risks?

  6. Are findings of enterprise Risk Management deficiencies reported to the individual responsible for the function or activity involved, as well as to at least one level of management above that person?

  7. Will you provide a copy of the current mission and vision statements, and portions of the strategic plan or objective related to this ERM project?æ If so please attach them to the response

  8. Majority of independent directors should regularly seek executive managements responses to corresponding questions: what are your organizations top risks? Does your organization do this?

  9. Do regular face-to-face meetings occur with risk champions or other employees from a range of functions and entity units with responsibility for aspects of enterprise risk management?

  10. Does your organization have a chief risk officer, not necessarily with that title, but a person who is acting as a chief risk officer, looking across all the different product lines?


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 ERM book in PDF containing 885 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Team Operating Agreement: Are there differences in access to communication and collaboration technology based on team member location?

  2. Cost Management Plan: Was the ERM project schedule reviewed by all stakeholders and formally accepted?

  3. Scope Management Plan: Do you document disagreements and work towards resolutions?

  4. Lessons Learned: What was the geopolitical history during the origin of your organization and at the time of task input?

  5. Project Schedule: Have all ERM project delays been adequately accounted for, communicated to all stakeholders and adjustments made in overall ERM project schedule?

  6. Lessons Learned: Was the ERM project manager sufficiently experienced, skilled, trained, supported?

  7. Procurement Audit: Which are the main risks and controls of each phase?

  8. Risk Audit: Do the people have the right combinations of skills?

  9. Stakeholder Management Plan: Have ERM project management standards and procedures been identified / established and documented?

  10. Team Member Performance Assessment: Does the rater (supervisor) have the authority or responsibility to tell an employee that the employees performance is unsatisfactory?

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

1.0 Initiating Process Group:

  • 1.1 ERM project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose ERM 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 ERM 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 ERM investments work better.

This ERM 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.