Financial Viability Toolkit

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Head Financial Viability: in consultation with the relevant technical staff, design and deliver project fact sheets, policy briefs, knowledge products, and communications materials.

More Uses of the Financial Viability Toolkit:

  • Maintain client relationships and enhance overall client satisfaction, actively reducing risk of client loss and improving the Financial Viability of client relationships.

  • Head Financial Viability: partner with other areas of thE Business to track and report on vendor Financial Viability, Business Continuity, and corporate and Regulatory Compliance.

  • Warrant that your organization strives to maximize the financial performance of your organization.

  • Be accountable for analyzing and applying Risk Management Principles related to financial organizations, financial Services Providers, and/or technical Services Providers.

  • Coordinate with the external auditors to support the delivery of SOC and financial audits.

  • Lead meetings with Sales Management, Marketing, Pricing and suppliers, related to Financial Planning, reporting, and analysis.

  • Prepare financial and managerial reports that provide robust explanations of trends / variances and brief executives on results and/or recommendations.

  • Devise Financial Viability: by focusing on Open Collaboration and open finance, supported by your Open Platform, you can create financial inclusion and Open Innovation for everybody.

  • Provide support to audit teams in operational / financial audits.

  • Be accountable for selecting the most relevant tools/techniques to meet specific client requirements as Business Case, pricing, or complex Financial Analysis and interpreting and reporting on outputs.

  • Orchestrate Financial Viability: plan, organize and manage own workload to ensure your contribution to your organizations monthly Financial Reporting process is achieved in a timely and accurate manner.

  • Be accountable for leading your organization of managers and individual contributors by setting overall initiatives, allocating financial and Human Capital for programs and solutions, and ensuring timely and effective delivery of the services segment business.

  • Ensure you raise; lead with expertise in a wide range of business functions, processes, leadership, budgeting and overall Business Operations and Financial Management.

  • Manage and direct the sourcing activities consistent with near term requirements for financial and non financial performance, Regulatory Compliance and long term strategic requirements.

  • Ensure compliance with all policies, financial stewardship by being accountable for the financial integrity around development and maintenance of department budget.

  • Ensure you contribute; lead Risk Management activities for Information security, Product Cybersecurity, Data Privacy, and financial controls in Enterprise Systems.

  • Secure that your project represents Human Resources and credentialing in optimization of technology and financial systems, ensuring alignment between the needs of the teams and organizational wide resources.

  • Assure your organization emphasis of the work is on directing and formulating organization financial policy, directing the preparation of the annual organization budget, directing the purchasing functions for your organization, and directing your organizations Risk Management programs.

  • Ensure you classify; understand financial trends and fluctuations with assigned clients and effectively communicate issues and resolutions to clients and internal business team.

  • Ensure effective partnership by providing timely, accurate, transparent, Financial Analysis and strategic guidance; while demonstrating your organization focus, being solution oriented, and a proactive communicator.

  • Systematize Financial Viability: Financial Reporting as earned Value Management, workload planning, and support to proposal efforts.

  • Warrant that your organization provides Customer Service and technical program support for an accounting office or related financial function.

  • Support your strategic and Financial Planning processes, quarterly financial forecasts, and annual plan.

  • Establish Financial Viability: plan, organize and manage own workload to ensure your contribution to your organizations monthly Financial Reporting process is achieved in a timely and accurate manner.

  • Supervise the accounting department to ensure the proper functioning of all systems, databases and Financial Software.

  • Devise and report financial Data Models for non technical audiences and incorporate stakeholder feedback for leadership to formulatE Business.

  • Develop robust financial and operations models to project and forecast the financial impact of ideas on clients business.

  • Drive Continuous Improvement in areas as expense management, Financial Analysis and reporting, system infrastructure and standardizing Business Processes.

  • Collaborate with head of growth and Cross Functional Team members to uncover and assess additional opportunities for commercial viability and technical feasibility.

  • Initiate Financial Viability: Software Maintenance of Network Infrastructure to reduce defect exposure and ensure optimal systems stability architecture focused.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Do your employees have the opportunity to do what they do best everyday?

  2. What area needs the greatest improvement?

  3. Can support from partners be adjusted?

  4. How do you improve productivity?

  5. How does the team improve its work?

  6. What is the Value Stream Mapping?

  7. What is the Financial Viability problem definition? What do you need to resolve?

  8. Are the Financial Viability benefits worth its costs?

  9. How do you ensure that implementations of Financial Viability products are done in a way that ensures safety?

  10. How would you define Financial Viability leadership?

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 Viability book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Financial Viability project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Financial Viability Project Team have enough people to execute the Financial Viability Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Financial Viability Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Financial Viability 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 Viability 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 Viability 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 Viability 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 Viability project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Financial Viability project with this in-depth Financial Viability Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Financial Viability 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 Viability 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 Viability investments work better.

This Financial Viability 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.