Mezzanine Financing Toolkit

Downloadable Resources, Instant Access

Develop and work with financing sources to procure leverage for fund investments e.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Mezzanine Financing 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Mezzanine Financing improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Are you successfully and consistently incorporating your core competencies, alongside sustainable business practices, into your brand, your product, your people and your operations?

  2. How are considerations as taste, price, packaging, first-to-market position, sustainability and traceability being factored into your strategy and your day-to-day operations?

  3. Are you utilizing the best practices, executed by the best people, to understand what your consumers want and to communicate how your product meets demands?

  4. Are you considering the implications that more stringent regulation surrounding consumer goods and sustainability will have on your business in the future?

  5. How can an announcement of massive aid to financial organizations lead to an increase in risk-spreads and a collapse of liquidity in short term markets?

  6. Should concern over the term business day be addressed by requiring the Registrar to maintain your organization day calendar on the Registers website?

  7. Are opportunities for private investments amenable to incorporation of business strategies that enable higher and faster growth of economic value?

  8. What is the capital position of the overall corporation, including its ability to raise additional capital and its debt to capital ratio?

  9. Should the act be amended to clarify when it is appropriate to include more than one person or entity in a registration as the grantor?

  10. Where do you come from, what are the underlying ethical and economic concepts of social investment and social entrepreneurship?

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 Mezzanine Financing book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Project Performance Report: To what degree are the structures of the formal organization consistent with the behaviors in the informal organization?

  2. Project Schedule: Your Mezzanine Financing project management plan results in a Mezzanine Financing project schedule that is too long. If the Mezzanine Financing project network diagram cannot change and you have extra personnel resources, what is the BEST thing to do?

  3. Activity Cost Estimates: What cost data should be used to estimate costs during the 2-year follow-up period?

  4. Risk Management Plan: Do the people have the right combinations of skills?

  5. Team Member Status Report: Is there evidence that staff is taking a more professional approach toward management of your organizations Mezzanine Financing projects?

  6. Procurement Audit: Does the strategy ensure that appropriate controls are in place to ensure propriety and regularity in delivery?

  7. Procurement Audit: Were additional works charged at the unit prices agreed in the initial contract?

  8. Change Request: Should staff call into the helpdesk or go to the website?

  9. WBS Dictionary: Are data being used by managers in an effective manner to ascertain Mezzanine Financing project or functional status, to identify reasons or significant variance, and to initiate appropriate corrective action?

  10. Activity Attributes: Would you consider either of corresponding activities an outlier?

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

1.0 Initiating Process Group:

  • 1.1 Mezzanine Financing project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Mezzanine Financing 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 Mezzanine Financing 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 Mezzanine Financing investments work better.

This Mezzanine Financing 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.