Financial Risk Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Financial Risk 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 Financial Risk improvements can be made.

Examples; 10 of the 999 standard requirements:


1. How much financial risk protection is afforded per measles cases averted by using a machine learning algorithm compared to traditional supply chain estimation methods across different income groups?
   
   

2. Does the board ensure it receives adequate financial and non financial risk information, including early indicators of emerging risks, to support constructive debate and challenge?
   
   

3. What does the absence of an agreed theory of capital structure in the financial literature imply about the overall effect of debt on the value of your organization?
   
   

4. What is the level of comprehensiveness of literature on financial risk assessment, taking into consideration different disciplines, time frames, and cultures?
   
   

5. Which changes to your organizations finance function are most likely to be made permanently in your organization as a result of the global economic turmoil?
   
   

6. Does staff recommend that an upward adjustment be made to your organizations cost of equity to give recognition to its increased exposure to financial risk?
   
   

7. Is the overall business risk, including the total funding and cash flow risks, acceptable to and manageable by your organization and the fund providers?
   
   

8. Which scales statements comes closest to describing the freak of financial risk that morning are willing to take work you rather or make investments?
   
   

9. What is the appropriate capital level for a financial organization to hold in order to absorb losses resulting from unexpected shocks to the system?
   
   

10. How do you plan to manage financial risk, if applicable, while maintaining access to care, high quality care, and appropriate levels of utilization?
    
    


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 Risk book in PDF containing 999 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Risk Audit: Are you willing to seek legal advice when required?
   
   

2. Change Log: Will the Financial Risk project fail if the change request is not executed?
   
   

3. Requirements Management Plan: When and how will a requirements baseline be established in this Financial Risk project?
   
   

4. Team Member Performance Assessment: What is used as a basis for instructional decisions?
   
   

5. Team Member Performance Assessment: To what degree can all members engage in open and interactive considerations?
   
   

6. Change Management Plan: What can you do to minimise misinterpretation and negative perceptions?
   
   

7. Responsibility Assignment Matrix: Are the wbs and organizational levels for application of the Financial Risk projected overhead costs identified?
   
   

8. Procurement Audit: Does your organization maintain a current file of vendors and vendor catalogues?
   
   

9. Procurement Audit: Are open purchase orders with a fixed monetary limitation used for local purchases of small dollar value?
   
   

10. Probability and Impact Assessment: What risks does your organization have if the Financial Risk projects fail to meet deadline?


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

1.0 Initiating Process Group:


• 1.1 Financial Risk project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Financial Risk 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 Risk 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 Risk 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 Risk 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 Risk 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 Risk project with this in-depth Financial Risk Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Financial Risk 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 Risk 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 Risk investments work better.

This Financial Risk 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.