Private Equity Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Private Equity 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Private Equity improvements can be made.

Examples; 10 of the 994 standard requirements:


1. What opportunities do private equity firms identify for collaboration and knowledge-sharing with other investors, industry associations, and NGOs on human rights and labor standards issues, and how do they leverage these relationships to drive positive change?
   
   

2. How do private equity firms ensure that their investment agreements and contracts with portfolio companies include provisions that address human rights and labor standards, and what enforcement mechanisms do they put in place to ensure compliance?
   
   

3. What steps do private equity firms take to ensure that their human rights and labor standards policies and procedures are aligned with international best practices and standards, such as the UN Guiding Principles on Business and Human Rights?
   
   

4. How do private equity firms incorporate environmental, social, and governance (ESG) metrics into their benchmarking and performance measurement frameworks, and what importance do they place on these factors in their investment decisions?
   
   

5. How do private equity firms balance the need for consistency in their social responsibility and community engagement approaches across their portfolio with the need for tailoring these initiatives to the unique needs of each company?
   
   

6. How do private equity firms ensure that their human rights and labor standards initiatives are integrated into the operations and decision-making processes of their portfolio companies, rather than existing as standalone initiatives?
   
   

7. What kinds of crisis management and reputation management strategies do private equity firms use to protect their investments and mitigate risk, and how do they work with their portfolio companies to respond to crises or challenges?
   
   

8. What methodologies or frameworks do private equity firms use to identify and assess potential human rights and labor standards risks in their investment targets, and how do they prioritize these risks in their due diligence process?
   
   

9. What is the relationship between benchmarking and performance measurement at private equity firms, and how do these approaches intersect with other key functions such as investment research, due diligence, and portfolio management?
   
   

10. How do private equity firms utilize scenario planning to anticipate potential disruptions or opportunities in the industries or markets they invest in, and what weight do they give to these scenarios in their investment decisions?
    
    


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 Private Equity book in PDF containing 994 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Procurement Audit: Is it on a regular basis examined whether it is possible to enter into public private partnerships with private suppliers?
   
   

2. Communications Management Plan: Timing: when do the effects of the communication take place?
   
   

3. Stakeholder Management Plan: How are the overall Private Equity project development processes to be undertaken to produce the Private Equity project outputs?
   
   

4. Assumption and Constraint Log: Are requirements management tracking tools and procedures in place?
   
   

5. Assumption and Constraint Log: Security analysis has access to information that is sanitized?
   
   

6. Work Breakdown Structure: How will you and your Private Equity project team define the Private Equity projects scope and work breakdown structure?
   
   

7. Activity Duration Estimates: Do you agree with the suggestions provided for improving Private Equity project communications?
   
   

8. Team Member Performance Assessment: To what degree are sub-teams possible or necessary?
   
   

9. Source Selection Criteria: Can you reasonably estimate total organization requirements for the coming year?
   
   

10. Activity Duration Estimates: Are inspections completed to determine if the results comply with the requirements?


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

1.0 Initiating Process Group:


• 1.1 Private Equity project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Private Equity project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Private Equity 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 Private Equity 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 Private Equity 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 Private Equity 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 Private Equity project with this in-depth Private Equity Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Private Equity 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 Private Equity 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 Private Equity investments work better.

This Private Equity 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.