Insurance Linked Securities Toolkit

Downloadable Resources, Instant Access

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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Insurance Linked Securities 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 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Insurance Linked Securities improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. How should gaps and inefficiencies in insurance markets, which can lead to failure by developers to undertake certain investments that in a perfect market would be undertaken, best be offset?

  2. How is technology being harnessed for the benefit of schemes, advisers and insurers to deliver more sophisticated price discovery and real time tracking?

  3. What economic activities that can make a substantial contribution to the climate change mitigation objective should next be considered for the taxonomy?

  4. Should your organization rely more on private capital when it is inexpensive and reserve its resources for times when the private market is disrupted?

  5. What is the potential for the new insurance linked securities regime to be used as an alternative or supplement to longevity reinsurance?

  6. Should investors look beyond simple diversification and consider the other characteristics that reinsurance risk brings to portfolios?

  7. Can the choice between a longevity swap and a buyout or buy-in be assessed on the basis of value for money rather than simply cost?

  8. Are property-liability insurers more prone than non-insurers to information asymmetry between outside investors and managers?

  9. Do you feel that the term of insurance linked securities is one that has an inherently risky attitude associated with it?

  10. Does productivity increase because of cutting corners or other behaviors that have an adverse insurance implication?

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 Insurance Linked Securities book in PDF containing 990 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Insurance Linked Securities Project Management Form Templates covering over 1500 Insurance Linked Securities project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Change Management Plan: What communication network would you use Ð informal or formal?

  2. Risk Management Plan: Do requirements demand the use of new analysis, design, or testing methods?

  3. Probability and Impact Matrix: What is the culture of the market and your organization?

  4. Project Management Plan: Are there any windfall benefits that would accrue to the Insurance Linked Securities project sponsor or other parties?

  5. Scope Management Plan: Describe the process for rejecting the Insurance Linked Securities project deliverables. What happens to rejected deliverables?

  6. Quality Metrics: What group is empowered to define quality requirements?

  7. Risk Management Plan: Have customers been involved fully in the definition of requirements?

  8. Stakeholder Management Plan: What process was used to identify risks to the Insurance Linked Securities projects success?

  9. Requirements Management Plan: What information regarding the Insurance Linked Securities project requirements will be reported?

  10. Scope Management Plan: Is there a formal process for updating the Insurance Linked Securities project baseline?

Step-by-step and complete Insurance Linked Securities Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Insurance Linked Securities project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Insurance Linked Securities project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Insurance Linked Securities 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 Insurance Linked Securities 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 Insurance Linked Securities 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 Insurance Linked Securities project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Insurance Linked Securities 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 Insurance Linked Securities 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 Insurance Linked Securities investments work better.

This Insurance Linked Securities 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.