Impact Investing Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Impact Investing 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Impact Investing improvements can be made.

Examples; 10 of the 993 standard requirements:


1. What is the interaction between the individual investors awareness of social issues and the social entrepreneurial organizations social issues when making impact investing decisions?
   
   

2. What are the most effective tools impact investing, ESG stock selection, shareholder engagement and activism, community investing, program related investments that you might deploy?
   
   

3. Should it be investor facing and focus on organizing and advancing the interests of asset owners and asset managers who are active or interested in becoming active in the field?
   
   

4. How does your mission aligned investment portfolio drive the creation of systemic impact in the areas of social justice, equality, human rights, health and diversity?
   
   

5. How much does each corporate governance practices positively impact your trust in your organization that you are/may consider investing in or recommending?
   
   

6. How much do each corporate behavioral practices positively impact your trust in your organization that you are/may consider investing in or recommending?
   
   

7. Are companies investing in opportunity management for revenue and productivity impact, and, if so, what are the first steps toward achieving it?
   
   

8. Can pressure from investors encourage governments and companies to change behaviour and have a positive impact on society and the environment?
   
   

9. How can the practices and culture of your investment advisors and fund managers embody your values and mission of social justice and equality?
   
   

10. What kind of impact has the investing publics view of your organizations compliance with all requirements of SOX had on your organization?
    
    


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 Impact Investing book in PDF containing 993 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Human Resource Management Plan: Have the key functions and capabilities been defined and assigned to each release or iteration?
   
   

2. WBS Dictionary: Are the variances between budgeted and actual indirect costs identified and analyzed at the level of assigned responsibility for control (indirect pool, department, etc.)?
   
   

3. Issue Log: Are there too many who have an interest in some aspect of your work?
   
   

4. Stakeholder Analysis Matrix: What is the stakeholders power and status in relation to the Impact Investing project?
   
   

5. Project Schedule: How can you minimize or control changes to Impact Investing project schedules?
   
   

6. Procurement Management Plan: Is a stakeholder management plan in place that covers topics?
   
   

7. Quality Audit: How does your organization know that its system for commercializing research outputs is appropriately effective and constructive?
   
   

8. Procurement Audit: Are all mutilated and voided checks retained for proper accounting of pre-numbered checks?
   
   

9. Duration Estimating Worksheet: Does the Impact Investing project provide innovative ways for stakeholders to overcome obstacles or deliver better outcomes?
   
   

10. Project Portfolio management: Do you use specialized software to manage your portfolio of Impact Investing projects?


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

1.0 Initiating Process Group:


• 1.1 Impact Investing project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Impact Investing project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Impact Investing 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 Impact Investing 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 Impact Investing 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 Impact Investing 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 Impact Investing project with this in-depth Impact Investing Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Impact Investing 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 Impact Investing 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 Impact Investing investments work better.

This Impact Investing 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.