Partnership Accounting Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Partnership Accounting 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 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Partnership Accounting improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. What is the strategy of each partner for identifying and allocating risk, and are the partners responsible for each type of risk best able to manage the risk in terms of expertise and resources?

  2. What are the impacts of increased legislative accountability and organizational responsibility on your field partners, many of whom are confronting the own significant decrease in resources?

  3. How can a partnership determine whether its allocations have substantial economic effect and avoid a facts and circumstances determination with regard to its tax allocations?

  4. What are the challenges and opportunities, what forms of alliances and partnerships enable the creation of an inclusive professional body that is accountable and credible?

  5. Did working with difficult to serve customers create a disincentive for partners based on the pre established performance measures or other accountability standards?

  6. How do you create structures and processes to support all stakeholders as equal partners in voice and power to design outcomes, strategies, and accountabilities?

  7. Is there an agreed procedure to report concerns, and hold each partner accountable for failure to meet security risk management needs within the partnership?

  8. How does the partnership remain flexible while contracts and agreements need to be as complete as possible to ensuring public accountability requirements?

  9. When the primary consultant on your account is re assigned, or leaves the consulting organization, is there a team there, ready and available, to step in?

  10. Are there any implicit objectives that are well understood and agreed upon by the partners and to which the program should also be held accountable?


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 Partnership Accounting book in PDF containing 992 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: At what point will the Partnership Accounting project be closed and what will be done to formally close the Partnership Accounting project?

  2. Activity Duration Estimates: Are resource rates available to calculate Partnership Accounting project costs?

  3. Team Performance Assessment: To what degree are the skill areas critical to team performance present?

  4. Team Operating Agreement: Are there influences outside the team that may affect performance, and if so, have you identified and addressed them?

  5. Issue Log: Are the stakeholders getting the information they need, are they consulted, are concerns addressed?

  6. Responsibility Assignment Matrix: Are the actual costs used for variance analysis reconcilable with data from the accounting system?

  7. Process Improvement Plan: What personnel are the coaches for your initiative?

  8. Activity List: How can the Partnership Accounting project be displayed graphically to better visualize the activities?

  9. Responsibility Assignment Matrix: Is cost and schedule performance measurement done in a consistent, systematic manner?

  10. Procurement Audit: Is it tested periodically, whether your organizations way of handling tasks is competitive in relation to price and quality?

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

1.0 Initiating Process Group:

  • 1.1 Partnership Accounting project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Partnership Accounting 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 Partnership Accounting 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 Partnership Accounting investments work better.

This Partnership Accounting 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.