Save time, empower your teams and effectively upgrade your processes with access to this practical Finance for non-Finance People Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Finance for non-Finance People 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 Finance for non-Finance People specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Finance for non-Finance People 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 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Finance for non-Finance People improvements can be made.
Examples; 10 of the 999 standard requirements:
- Can you compare and contrast the types of financial instruments traded in financial markets, such as stocks and bonds, versus the types of financial products offered by financial institutions, such as loans and deposits?
- What are the risks associated with talent risks, such as skills shortages and employee turnover, and how can individuals develop and maintain the financial skills and expertise needed to achieve their goals?
- What is the significance of a financial institution's role in facilitating international trade in terms of risk management, and how does it mitigate risks associated with cross-border transactions?
- How does a financial institution's role in facilitating international trade impact the balance of payments and current accounts of a country, and what are the implications for monetary policy?
- How do financial institutions help to overcome the challenges posed by differences in legal and regulatory frameworks across countries, and what are the implications for global governance?
- How do financial institutions incorporate macroeconomic factors, such as GDP and inflation, into their decision-making, and how do financial markets respond to these macroeconomic factors?
- What is the role of a financial institution in facilitating international trade in terms of supply chain management, and how does it impact the efficiency of logistics and transportation?
- What are the risks associated with accounting risks, such as errors and misstatements in financial reporting, and how can individuals ensure accurate and reliable financial information?
- What are the financial implications of model risks, such as flawed financial models and forecasting errors, and how can individuals ensure accurate and reliable financial projections?
- In what ways does a financial plan consider the impact of inflation, market fluctuations, and other external factors on one's financial situation, whereas a financial budget may not?
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 Finance for non-Finance People book in PDF containing 999 requirements, which criteria correspond to the criteria in...
Your Finance for non-Finance People 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 Finance for non-Finance People Self-Assessment and Scorecard you will develop a clear picture of which Finance for non-Finance People 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 Finance for non-Finance People 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 Finance for non-Finance People projects with the 62 implementation resources:
- 62 step-by-step Finance for non-Finance People Project Management Form Templates covering over 1500 Finance for non-Finance People project requirements and success criteria:
Examples; 10 of the check box criteria:
- Duration Estimating Worksheet: Will the Finance for non-Finance People project collaborate with the local community and leverage resources?
- Monitoring and Controlling Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?
- Risk Audit: Do you have proper induction processes for all new paid staff and volunteers who have a specific role and responsibility?
- Stakeholder Analysis Matrix: Is there a clear description of the scope of practice of the Finance for non-Finance People projects educators?
- Human Resource Management Plan: Have the key elements of a coherent Finance for non-Finance People project management strategy been established?
- Quality Management Plan: How does your organization determine the requirements and product/service features important to customers?
- Stakeholder Management Plan: Have activity relationships and interdependencies within tasks been adequately identified?
- Procurement Audit: Was the award decision based on the result of the evaluation of tenders?
- Scope Management Plan: What problem is being solved by delivering this Finance for non-Finance People project?
- Initiating Process Group: Do you understand the communication expectations for this Finance for non-Finance People project?
Step-by-step and complete Finance for non-Finance People Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Finance for non-Finance People project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Finance for non-Finance People project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Finance for non-Finance People 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 Finance for non-Finance People 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 Finance for non-Finance People 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 Finance for non-Finance People 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 Finance for non-Finance People project with this in-depth Finance for non-Finance People Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Finance for non-Finance People 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 Finance for non-Finance People 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 Finance for non-Finance People investments work better.
This Finance for non-Finance People 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.
