The Executive Diagnostic and Governance Toolkit
Proving Supply Chain Finance Impact and Maturity
Score your own function red, amber or green, find out which part is weakest, and walk into the next budget round able to defend what you want to fix. Built for leaders reviewing they already hold the supply chain finance playbook: the implementation guide, the roadmap and the working files, so repeating any of that is worthless. What is missing is the layer after implementation. How to assess the function honestly, what evidence to retain, how to score maturity, and how to put the result in front of a manager, an auditor or a client who was not involved. The immediate question: for one month of supply chain finance work, can you show what was measured, against what target, and what changed as a result.
Each order is checked and updated against the latest insights before delivery. That is why access takes up to 24 hours rather than being instant.
| 1 |
You stop guessing where you stand. You finish with a score, not an opinion: every part of your function rated red, amber or green, with the weakest ranked first. Evidence: a Quick Scan for the shape of it, then seven domain assessments of 30 scored questions each, 210 in all, rolled into one scorecard, plus a maturity radar and a current-versus-target gap analysis. |
| 2 |
You can defend the decision. You walk into the budget round with the gap named, the owner named and done defined, instead of a case built on instinct. Evidence: project charter, scope statement, RACI, requirements traceability and work breakdown structure, pre-filled in your domain's language. |
| 3 |
The work actually moves. The month after the decision is already built, so nothing stalls waiting for someone to design a form. Evidence: more than 60 project templates across all five PMBOK process groups, plus runbooks, SOPs, a KPI framework, audit checklists and a risk matrix. 55 to 65 files in total. |
| 4 |
You use it the day it lands. No blank templates to interpret. Every workbook opens with what it is, who uses it, when, how, a 1 to 5 scoring guide, what good looks like, and a worked example you delete and type over. |
The situation this is built for
You hold the implementation assets. You know what changed. But when a manager, auditor, or client asks for evidence, you’re scrambling through emails, spreadsheets, and memory. There’s no consistent way to show what was measured, against which target, and what outcome was achieved. The work feels invisible because the proof isn’t structured. And without defensible reporting, your function appears immature—even if it’s not.
Who this is for
A supply chain finance lead responsible for ongoing function assessment and reporting. They’ve already implemented programs and now must prove value to stakeholders who weren’t involved in delivery.
Who this is not for
People looking to implement supply chain finance for the first time, vendors selling technology solutions, or investors evaluating market trends.
What you walk away with
- Assess supply chain finance maturity using objective criteria
- Build a defensible evidence trail for every initiative
- Score performance across dimensions like visibility, compliance, and cost impact
- Report outcomes clearly to managers, auditors, or clients
- Make decisions about where to invest or improve based on evidence
How this maps to your situation
- You’ve implemented but can’t prove impact
- Auditors keep asking for the same documents
- Leadership questions whether the function is mature
- You’re rebuilding evidence after team turnover
Before vs. after
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, designed to be completed alongside ongoing work. Total time: 36 hours over 12 weeks with paced implementation.
How this compares to the alternatives
Public training focuses on implementation, not assessment. Consultancies sell assessments as one-off projects. This course gives you the repeatable method to own the assessment practice yourself, using your existing assets.
Also included: the full course, for when you want the reasoning behind a finding (12 modules, 144 chapters)
Depth reference. The diagnostic and the templates stand on their own; this is what to read when you want the reasoning behind a finding.
- Identifying the starting point of your supply chain finance function
- Mapping existing metrics to business objectives and stakeholder needs
- Documenting assumptions behind initial implementation decisions
- Classifying data sources by reliability and accessibility
- Determining which stakeholders require formal evidence
- Setting thresholds for acceptable performance variance
- Creating a living assessment charter for ongoing use
- Defining what constitutes material change in operations
- Aligning internal definitions with industry terminology
- Cataloging past initiatives with documented outcomes
- Assessing data retention policies for audit readiness
- Building a timeline of key function milestones
- Choosing evidence types by stakeholder audience and purpose
- Building a centralized repository for assessment artifacts
- Linking evidence to specific claims or assertions
- Standardizing naming conventions for files and records
- Assigning ownership for evidence collection and maintenance
- Creating templates for evidence submission and review
- Integrating evidence workflows into monthly operations
- Documenting data lineage from source to report
- Validating evidence completeness before reporting
- Using timestamps and version control for transparency
- Protecting sensitive information in shared evidence sets
- Establishing retention periods for different evidence types
- Calculating days payable outstanding pre and post initiative
- Measuring cost of capital shifts across supplier tiers
- Tracking changes in early payment uptake rates
- Evaluating working capital improvements by business unit
- Assessing cash flow timing differences after program launch
- Quantifying financing cost reductions for suppliers
- Measuring changes in supplier onboarding time
- Analyzing invoice dispute resolution cycle times
- Tracking funding utilization rates across programs
- Benchmarking against internal cost of capital
- Isolating the impact of supply chain finance from other factors
- Adjusting for seasonality in financial performance data
- Defining maturity levels for supply chain finance operations
- Scoring visibility into financing flows and exposures
- Assessing consistency of reporting across regions
- Evaluating integration with enterprise financial systems
- Measuring supplier participation by program tier
- Rating the completeness of policy documentation
- Scoring risk management practices for third-party funding
- Assessing governance meeting frequency and output
- Measuring alignment with corporate sustainability goals
- Rating the responsiveness to audit findings
- Evaluating training completeness for finance teams
- Scoring incident response readiness for funding disruptions
- Mapping supply chain finance activities to regulatory requirements
- Documenting compliance with accounting standards
- Verifying data accuracy in reported financing volumes
- Reviewing third-party agreements for disclosure obligations
- Testing internal controls over financing data
- Preparing for SASB or ESG-related disclosures
- Auditing supplier eligibility and onboarding criteria
- Validating interest rate disclosures to external parties
- Ensuring consistency between reported and actual terms
- Checking reconciliation of funding platform data
- Reviewing board-level reporting for completeness
- Preparing evidence packs for annual financial audits
- Structuring executive summaries for time-constrained readers
- Selecting key performance indicators for leadership review
- Creating visual dashboards for funding program performance
- Writing narrative explanations for data trends
- Aligning reports with enterprise risk appetite statements
- Tailoring communication depth by audience role
- Presenting maturity scores to audit committees
- Reporting on supplier diversity in financing programs
- Highlighting cost savings in standardized formats
- Communicating risk exposure changes to CFOs
- Using before-and-after comparisons for clarity
- Including forward-looking statements with evidence basis
- Designing evidence workflows for team transitions
- Archiving completed project documentation systematically
- Updating evidence protocols after system migrations
- Tracking changes in supplier financing terms over time
- Maintaining version history for assessment models
- Scheduling periodic evidence health checks
- Revising evidence standards after regulatory updates
- Preserving institutional knowledge in written form
- Documenting lessons learned from past assessments
- Synchronizing evidence calendars with fiscal cycles
- Planning for long-term data storage and access
- Establishing review cycles for evidence templates
- Mapping supply chain finance data fields to ERP structures
- Validating data sync accuracy between platforms
- Identifying gaps in system-generated reporting
- Building automated evidence extraction routines
- Ensuring data consistency across SAP and non-SAP units
- Integrating with treasury management systems
- Connecting to procurement contract databases
- Automating reconciliation of financing platform data
- Testing data integrity after system upgrades
- Linking supplier master data to financing eligibility
- Extracting audit-ready reports from core systems
- Monitoring data latency in cross-platform workflows
- Setting agendas focused on evidence-based decisions
- Distributing pre-reads with annotated data visuals
- Documenting action items with assigned owners
- Reviewing maturity scores in quarterly governance sessions
- Presenting trend analysis to steering committees
- Using scorecards to track progress across initiatives
- Capturing formal approvals for evidence retention
- Reporting on audit findings and remediation plans
- Reviewing supplier performance in financing programs
- Discussing changes to evidence collection protocols
- Evaluating investment decisions based on impact data
- Maintaining minutes with decision rationale and links to evidence
- Predicting common audit questions on financing terms
- Preparing evidence packets for sample testing
- Explaining methodology for cost of capital calculations
- Demonstrating consistency in supplier onboarding
- Providing documentation for materiality thresholds
- Clarifying roles in third-party financing arrangements
- Showing evidence of periodic program reviews
- Justifying classification of financing on balance sheets
- Proving accuracy of reported working capital impact
- Responding to data sampling requests from auditors
- Explaining controls over data entry and access
- Linking assertions to source records in real time
- Prioritizing initiatives based on proven impact
- Assessing return on effort for reporting enhancements
- Evaluating supplier feedback for program changes
- Deciding where to increase data automation
- Identifying bottlenecks using process evidence
- Allocating resources based on maturity gaps
- Testing pilot programs with measurable outcomes
- Using trend data to forecast future needs
- Reviewing cost-benefit of third-party platforms
- Assessing scalability of current evidence systems
- Evaluating training needs from error patterns
- Choosing improvements based on audit findings
- Institutionalizing evidence collection in standard operating procedures
- Training new staff on evidence protocols and templates
- Updating assessment models with new data sources
- Scaling maturity scoring across business units
- Integrating lessons from external audits into practice
- Building cross-functional review cycles
- Adapting to new regulatory reporting requirements
- Maintaining a living playbook for assessors
- Benchmarking against peer organizations anonymously
- Scheduling annual refresh of evidence frameworks
- Connecting assessment outcomes to incentive structures
- Creating feedback loops from stakeholders to assessors
Frequently asked
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
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