Save time, empower your teams and effectively upgrade your processes with access to this practical Integrated Reporting Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Integrated Reporting 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 Integrated Reporting specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Integrated Reporting 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 Integrated Reporting improvements can be made.
Examples; 10 of the 999 standard requirements:
- Is the availability of suitably skilled and experienced assurance practitioners a problem in your jurisdiction, and if so, what needs to be done, and by whom, to remedy the situation?
- Does your organizations integrated report include a description of the materiality determination process, reporting boundary and methods used to quantify or evaluate material matters?
- What are the circumstances under which your organization operates, including the key resources and relationships on which it depends and the key risks and opportunities that it faces?
- What review and/or control mechanisms does your organization have in place to provide confidence regarding its non financial and/ or integrated reporting procedures and/or systems?
- How well does your organization understand the impact of climate change and natural disasters on its sustainability, and how responsibly is it managing its own carbon footprint?
- Has the integrated report been reviewed to ensure only material items are included in order to reduce the irrelevant information being presented to stakeholders?
- Does your organization assess the key risks and opportunities that will influence your organizations business, and is a credible risk mitigation plan provided?
- Does your organization integrate its priorities relating to the management of its non financial capitals into its core business strategic priorities?
- Is the risk disclosure balanced with regards to financial, economic, social and environmental risk and has a credible mitigation plan been provided?
- Has a consistent and appropriate level of materiality been approved and accepted by your organization for purposes of internal assurance providers?
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 Integrated Reporting book in PDF containing 999 requirements, which criteria correspond to the criteria in...
Your Integrated Reporting 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 Integrated Reporting Self-Assessment and Scorecard you will develop a clear picture of which Integrated Reporting 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 Integrated Reporting 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 Integrated Reporting projects with the 62 implementation resources:
- 62 step-by-step Integrated Reporting Project Management Form Templates covering over 1500 Integrated Reporting project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity Duration Estimates: Will it help promote wellness at your organization and reduce insurance costs?
- Risk Management Plan: What is the probability the risk avoidance strategy will be successful?
- Procurement Audit: Are goods generally ordered and received in time to be used in the programs for which they were ordered?
- Scope Management Plan: Pop quiz â what changed on Integrated Reporting project scope statement input?
- Project Management Plan: What if, for example, the positive direction and vision of your organization causes expected trends to change resulting in greater need than expected?
- Stakeholder Management Plan: Is Integrated Reporting project status reviewed with the steering and executive teams at appropriate intervals?
- Source Selection Criteria: What documentation is necessary regarding electronic communications?
- Probability and Impact Matrix: Which of your Integrated Reporting projects should be selected when compared with other Integrated Reporting projects?
- Stakeholder Management Plan: What specific resources will be required for implementation activities?
- Lessons Learned: What is the proportion of in-house and contractor personnel authorized for the Integrated Reporting project?
Step-by-step and complete Integrated Reporting Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Integrated Reporting project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Integrated Reporting project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Integrated Reporting 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 Integrated Reporting 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 Integrated Reporting 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 Integrated Reporting 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 Integrated Reporting project with this in-depth Integrated Reporting Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Integrated Reporting 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 Integrated Reporting 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 Integrated Reporting investments work better.
This Integrated Reporting 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.
