Description

Project your organizations Income Statement from revenues and expenses down to Net Income

How long in advance does your organization need to know when to buy a new piece of equipment?

How does your organization decide when to repair a piece of equipment?

What type of cloud deployment model does your organization use?

How much free surplus does your organization have?

...Find the answers to these, and more, questions with this Modeling Financial Analysis Toolkit:

Model the growth of your organizations revenue over time.
Bring your customer data together.
Get buy-in from the rest of your organization.
Use option pricing to help your organization make better investment decisions.
Increase your leadership visibility over time.
Tell if your organization is undervalued or overvalued.
Check whether your forecast errors are random.
Get real options implemented in your organization.

HOW THIS TOOLKIT WORKS:

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

STEP 1: Get your bearings

Start with...

The latest quick edition of the Modeling Financial Analysis 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 Modeling Financial Analysis improvements can be made.

Examples; 10 of the 998 standard requirements:

Can an analysis of financial measures, as growth, size, profitability, leverage, liquidityandvaluation provide insights into which companies are likely to be acquisition targets?
Which important stakeholders do you need to consider that might be overlooked by another performance management system, as the Balanced Scorecard?
Are there identifiable revenues, expenses, assets, and liabilities relatedtocorrespondinggment that are required to be accounted for separately?
What is the difference between acquiring just the assets of your organization and acquiring it on a current liabilities assumed basis?
What information does your organization review to perform financial modeling and determine predicted returns on investment?
Should you endeavor to continue to refine your techniques of deriving maximum information from an existing body of data?
What are the key drivers of cash flow in the business; where do you source the required data to support the forecast?
Do you need better alignment of your mission, vision, and strategy with your organizational initiatives and actions?
Are your existing management information systems adequate to support the collection, analysis and reporting process?
How far back and forward do you usually go for public organization comparable and precedent transaction multiples?

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 Modeling Financial Analysis book in PDF containing 998 requirements, which criteria correspond to the criteria in...

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

62 step-by-step Modeling Financial Analysis Project Management Form Templates covering over 1500 Modeling Financial Analysis project requirements and success criteria:

Examples; 10 of the check box criteria:

Stakeholder Management Plan: Why would a customer be interested in a particular product or service?
Probability and Impact Assessment: Which functions, departments, and activities of your organization are going to be affected?
Team Performance Assessment: Individual task proficiency and team process behavior: what is important for team functioning?
Executing Process Group: What are the key components of the Modeling Financial Analysis project communications plan?
Stakeholder Management Plan: Contradictory information between different documents?
Procurement Audit: Are payment generated from computer programs reviewed by supervisory personnel prior to distribution?
Risk Management Plan: Litigation what is the probability that lawsuits will cause problems or delays in the Modeling Financial Analysis project?
Cost Baseline: Have all approved changes to the cost baseline been identified and impact on the Modeling Financial Analysis project documented?
Probability and Impact Assessment: What will be the environmental impact of the Modeling Financial Analysis project?
Process Improvement Plan: What personnel are the coaches for your initiative?

Step-by-step and complete Modeling Financial Analysis Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Modeling Financial Analysis project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Modeling Financial Analysis project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Modeling Financial Analysis 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 Modeling Financial Analysis 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 Modeling Financial Analysis 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 Modeling Financial Analysis 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 Modeling Financial Analysis project with this in-depth Modeling Financial Analysis Toolkit.

In using the Toolkit you will be better able to:

Diagnose Modeling Financial Analysis 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 Modeling Financial Analysis 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 Modeling Financial Analysis investments work better.

This Modeling Financial Analysis 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.

TRUSTED BY NEARLY 200.000 PROFESSIONALS:

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'Instead of investing extensive resources into an external consultant, we can spend more of our budget towards pursuing our company goals and objectives, while also spending a little more on corporate holiday parties.'

'After utilizing toolkits from The Art of Service, I was able to identify threats within my organization to which I was completely unaware. Using my teams knowledge as a competitive advantage, we now have superior systems that save time and energy.'

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Checklists:

Checklists:Modeling Financial Analysis Checklist Report on ANALYSIS.pdf

Checklists:Modeling Financial Analysis Checklist Report on INFORMATION.pdf

Checklists:Modeling Financial Analysis Checklist Report on BUSINESS.pdf

Checklists:Modeling Financial Analysis Checklist Report on TIME.pdf

Checklists:Modeling Financial Analysis Checklist Report on ORGANIZATION.pdf

Checklists:Modeling Financial Analysis Checklist Report on FINANCIAL.pdf

Checklists:Modeling Financial Analysis Checklist Report on RISK.pdf

Checklists:Modeling Financial Analysis Checklist Report on DATA.pdf

Checklists:Modeling Financial Analysis Checklist Report on MODEL.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Modeling_Financial_Analysis_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Modeling Financial Analysis Self-Assessment Pre-Filled EXAMPLE.xlsx

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

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

STEP 2 Set concrete goals tasks dates and numbers you can track:Modeling Financial Analysis Self-Assessment.xlsx

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

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

Coaching or Consulting
Online Courses
Masterminds
Professional Services
Agency Services
Events and seminars
Software / SaaS
Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

Why do you think this problem exists?
What have you tried to fix it?
How long has this been a problem?
Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it? Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

I do not know how to do it
I want to follow a proven process from someone that has already done it
I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

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