Integrated Reporting Toolkit

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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 985 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 985 standard requirements:

  1. Do you know whether the value of emission rights granted by government should be included within income in the period of granting, or systematically recognized as revenue over the compliance period?

  2. What can you learn from other organizations integrated reports about the implementation of the IIRC guidelines and the relative importance organizations ascribe to conflicting requirements?

  3. Describe what attributes/meta data you track about drawings in the Drawing Management system. What type of reporting is available on this data (who made the change, what was changed, etc)?

  4. How will auditors requirements around auditability influence internal processes, information gathering, and the provision of evidence in support of increasingly future oriented disclosure?

  5. Are your organizations business model, and its ability to create and sustain value in the short, medium and long term, appropriate as central themes for the future direction of reporting?

  6. What are 3rd party licenses integrated with the current CRM, for example Email Marketing, Travel Planner, e-newsletter, search engine, surveys, reporting/trend analysis, e-Commerce, etc.?

  7. What are 3rd party licenses that are integrated, for example Email Marketing, Travel Planner, e-newsletter, search engine, surveys, reporting/trend analysis, e-Commerce, etc.?

  8. Does your reporting system provide the ability to run parameter driven reports on standard templates (e.g. parameters = geography, business unit/organization, type of space)?

  9. How will organizations, especially business organizations, deal with the risk inherent in making predictions about the future, as required by IIRC-type integrated reporting?

  10. How and to what extent does integrated reporting influence the short-term, medium-term, and/or longer-term perspective of information, disclosure and management orientation?


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 985 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:

  1. Closing Process Group: Did the delivered product meet the specified requirements and goals of the Integrated reporting project?

  2. Scope Management Plan: Is a pmo (Integrated reporting project management office) in place and provide oversight to the Integrated reporting project?

  3. Cost Baseline: Verify business objectives. Are others appropriate, and well-articulated?

  4. Team Directory: Where will the product be used and/or delivered or built when appropriate?

  5. Stakeholder Analysis Matrix: Who has the power to influence the outcomes of the work?

  6. Risk Management Plan: Are there alternative opinions/solutions/processes you should explore?

  7. Cost Management Plan: Are estimating assumptions and constraints captured?

  8. Procurement Management Plan: Are all key components of a Quality Assurance Plan present?

  9. Project Management Plan: Is the engineering content at a feasibility level-of-detail, and is it sufficiently complete, to provide an adequate basis for the baseline cost estimate?

  10. Stakeholder Analysis Matrix: Who will promote/support the Integrated reporting project, provided that they are involved?

 
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.