Financial Models Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Financial Models 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Financial Models improvements can be made.

Examples; 10 of the 991 standard requirements:


1. What criteria or benchmarks should be used to determine when utilities should deploy advanced information and communication technologies and when a technology is a cost of service or program cost?
   
   

2. How do you preserve utility access to affordable capital to adapt transmission and distribution systems when utilities choose to show less capital investment is necessary?
   
   

3. How often do you run scenario analysis or stress tests on key risks as part of your organizations strategy process or in preparation for strategic decision making?
   
   

4. Do your organizations financial ratios indicate that it has the necessary financial resources to ensure the ability to provide services now and in the future?
   
   

5. Has your organization reached the point where prospects for maintaining strong sales and earnings growth trends in the future are reasonably good?
   
   

6. Do you foresee any significant auditing issues arising from the inclusion of risk management disclosures in the notes to the financial statements?
   
   

7. How will your business pivot through innovation and adapt to new consumer behavior, a digital marketplace, and emerging distribution models?
   
   

8. How is your senior management team integrating risk perspectives into your strategic planning, budgeting, or capital allocation processes?
   
   

9. Has your organization developed an equity plan of action based on the policy, mission statement, and analysis of its current equity needs?
   
   

10. Does your organizations financial situation or pressure from capital markets require a closer look at potential network cost savings?
    
    


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 Financial Models book in PDF containing 991 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Stakeholder Register: What are the major Financial Models project milestones requiring communications or providing communications opportunities?
   
   

2. Planning Process Group: What types of differentiated effects are resulting from the Financial Models project and to what extent?
   
   

3. Stakeholder Analysis Matrix: What mechanisms are proposed to monitor and measure Financial Models project performance in terms of social development outcomes?
   
   

4. Activity Cost Estimates: If you are asked to lower your estimate because the price is too high, what are your options?
   
   

5. Cost Management Plan: Scope of work – What is the likelihood and extent of potential future changes to the Financial Models project scope?
   
   

6. Quality Management Plan: How does your organization use comparative data and information to improve organizational performance?
   
   

7. Procurement Audit: Does the strategy contain incentives to evaluate the performance of the procurement function/unit?
   
   

8. Activity Duration Estimates: After how many days will the lease cost be the same as the purchase cost for the equipment?
   
   

9. Probability and Impact Matrix: Have customers been involved fully in the definition of requirements?
   
   

10. Activity Duration Estimates: What is your organizations history in doing similar activities?


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

1.0 Initiating Process Group:


• 1.1 Financial Models project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Financial Models project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Financial Models 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 Financial Models 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 Financial Models 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 Financial Models 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 Financial Models project with this in-depth Financial Models Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Financial Models 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 Financial Models 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 Financial Models investments work better.

This Financial Models 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.