Save time, empower your teams and effectively upgrade your processes with access to this practical Investment Policy Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Investment Policy 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 Investment Policy specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Investment Policy 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Investment Policy improvements can be made.
Examples; 10 of the 998 standard requirements:
- What steps does the investment policy take to ensure that investments are aligned with industry-recognized standards and guidelines, such as those set by the Global Investment Performance Standards (GIPS) or the CFA Institute?
- How does the investment policy address the potential risks and consequences of investing in companies with high levels of debt or leverage, and what measures are in place to encourage responsible financial management?
- How does the investment policy address the potential risks and conflicts of interest associated with investing in specific asset classes or securities, and what measures are in place to mitigate these risks?
- How does the investment policy address the potential risks and consequences of investing in companies with poor ESG track records, and what measures are in place to encourage responsible corporate behavior?
- What measures are taken to ensure that the investment policy is transparent, and that stakeholders have access to clear and timely information about the investment portfolio's performance and risk profile?
- What role does investment compliance play in the development and implementation of new investment products or strategies, and how does it ensure that these new offerings comply with the investment policy?
- How does the investment policy ensure that investment decisions are made in accordance with the organization's values and mission, and what measures are in place to ensure socially responsible investing?
- In what ways does the investment policy consider and address the potential impact of geopolitical risks or events on the investment portfolio, and what strategies are employed to mitigate these risks?
- How does the investment policy consider the potential impact of domestic politics or policy changes on sovereign risk, and are there mechanisms in place to monitor and respond to these developments?
- In what ways does the investment policy consider and address the potential impact of inflation or deflation on the investment portfolio, and what strategies are employed to mitigate these risks?
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 Investment Policy book in PDF containing 998 requirements, which criteria correspond to the criteria in...
Your Investment Policy 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 Investment Policy Self-Assessment and Scorecard you will develop a clear picture of which Investment Policy 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 Investment Policy 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 Investment Policy projects with the 62 implementation resources:
- 62 step-by-step Investment Policy Project Management Form Templates covering over 1500 Investment Policy project requirements and success criteria:
Examples; 10 of the check box criteria:
- Initiating Process Group: Are the Investment Policy project team and stakeholders meeting regularly and using a meeting agenda and taking notes to accurately document what is being covered and what happened in the weekly meetings?
- Lessons Learned: What were the problems encountered in the Investment Policy project-functional area relationship, why, and how could they be fixed?
- Assumption and Constraint Log: Are there processes in place to ensure that all the terms and code concepts have been documented consistently?
- Risk Data Sheet: Is the data sufficiently specified in terms of the type of failure being analyzed, and its frequency or probability?
- Procurement Audit: When tenders were actually rejected because they were abnormally low, were reasons for this decision given and were they sufficiently grounded?
- Risk Management Plan: Are requirements fully understood by the software engineering team and customers?
- Activity Resource Requirements: Which logical relationship does the PDM use most often?
- Source Selection Criteria: What is cost analysis and when should it be performed?
- Probability and Impact Matrix: Costs associated with late delivery or a defective product?
- Cost Baseline: Has the actual cost of the Investment Policy project (or Investment Policy project phase) been tallied and compared to the approved budget?
Step-by-step and complete Investment Policy Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Investment Policy project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Investment Policy project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Investment Policy 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 Investment Policy 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 Investment Policy 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 Investment Policy 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 Investment Policy project with this in-depth Investment Policy Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Investment Policy 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 Investment Policy 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 Investment Policy investments work better.
This Investment Policy 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.
