Management Due Diligence Toolkit

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Imagine a typical day of an employee in your organization Regarding Transaction Support Due Diligence

 

Does your organization management monitor the financial results and/or public filings of any publicly traded peer group companies?




...Find the answers to these, and more, questions with this Management Due Diligence Toolkit:

  • Assess the effectiveness of your third party due diligence program.
  • Do your due diligence when deploying to cloud.
  • Know if you have complied with your due diligence requirements.
  • Strengthen your talent related due diligence in joint venture and M and A situations.
  • Ensure your suppliers are performing due diligence on the supply chains.
  • Change your organization that is underperforming due to poor leadership.
  • Drive your operations hour to hour around maximising customer experience and reducing revenue loss and churn due to poor quality.
  • Adjust your processes due to new requirements by the user.
  • Know when your listing is due to expire.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Management Due Diligence 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Management Due Diligence improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. Which key people in top management support the transaction and are people also prepared to support and drive the transaction and integration, if resistance and setbacks arise?

  2. Can your organization provide full and complete customer records of all regulated sales or credit broking and debt management activity that it has undertaken?

  3. How does management ensure alignment and integration between risk management and sustainability departments and in managing information sharing?

  4. Do you have a separate operational due diligence team that operates independently from the investment due diligence process?

  5. Are your current due diligence procedures adequate to protect your organizations reputation and its investments?

  6. What leverage does the fund anticipate using at your organization level and, if applicable, the portfolio level?

  7. What resources does your organization use to accelerate growth while preserving the core of what its acquiring?

  8. Which management information systems exist and where are the biggest challenges in integration to be expected?

  9. What kind of due diligence does your organization perform to determine whether to accept a high risk account?

  10. Does the investor disclose it has a human rights investment policy covering any portfolios under management?


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 Management Due Diligence book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Matrix: What will be the likely political situation during the life of the Management Due Diligence project?

  2. Stakeholder Analysis Matrix: Beneficiaries; who are the potential beneficiaries?

  3. Executing Process Group: In what way has the program come up with innovative measures for problem-solving?

  4. Source Selection Criteria: How are clarifications and communications appropriately used?

  5. Lessons Learned: How much flexibility is there in the funding (e.g., what authorities does the program manager have to change to the specifics of the funding within the overall funding ceiling)?

  6. Probability and Impact Assessment: Is it necessary to deeply assess all Management Due Diligence project risks?

  7. Activity Duration Estimates: What are some crucial elements of a good Management Due Diligence project plan?

  8. Initiating Process Group: Have requirements been tested, approved, and fulfill the Management Due Diligence project scope?

  9. Quality Management Plan: What is your organizations strategic planning process?

  10. Human Resource Management Plan: Are governance roles and responsibilities documented?

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

1.0 Initiating Process Group:

  • 1.1 Management Due Diligence project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Management Due Diligence project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Management Due Diligence 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 Management Due Diligence 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 Management Due Diligence 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 Management Due Diligence 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 Management Due Diligence project with this in-depth Management Due Diligence Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Management Due Diligence 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 Management Due Diligence 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 Management Due Diligence investments work better.

This Management Due Diligence 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.





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CONTENTS:


Checklists:


Checklists:Management Due Diligence Checklist Report on SECURITY.pdf

Checklists:Management Due Diligence Checklist Report on RISK.pdf

Checklists:Management Due Diligence Checklist Report on FUNDS.pdf

Checklists:Management Due Diligence Checklist Report on MANAGER.pdf

Checklists:Management Due Diligence Checklist Report on INVESTMENT.pdf

Checklists:Management Due Diligence Checklist Report on MANAGEMENT.pdf

Checklists:Management Due Diligence Checklist Report on DUE.pdf

Checklists:Management Due Diligence Checklist Report on BUSINESS.pdf

Checklists:Management Due Diligence Checklist Report on PORTFOLIO.pdf

Checklists:Management Due Diligence Checklist Report on AUDIT.pdf

Checklists:Management Due Diligence Checklist Report on DATA.pdf

Checklists:Management Due Diligence Checklist Report on STRATEGY.pdf

Checklists:Management Due Diligence Checklist Report on ORGANIZATION.pdf

Checklists:Management Due Diligence Checklist Report on SYSTEM.pdf

Checklists:Management Due Diligence Checklist Report on CONTROL.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Management Due Diligence Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Management_Due_Diligence_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Management Due Diligence Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Management_Due_Diligence.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

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