QIF Toolkit

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Downloadable Resources, Instant Access

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the QIF 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 943 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which QIF improvements can be made.

Examples; 10 of the 943 standard requirements:

  1. Are your organizations financial policies, procedures and controls effectively implemented to provide complete, accurate, relevant and timely management information, and financial and regulatory reporting?

  2. Do you have KPIs that are oriented toward general performance capabilities measure processes rather than discrete project initiatives? Do they answer questions such as: how well are you doing financially?

  3. Fiscal accountability? annually the management team reviews and sets definable, measureable and achievable financial goals for the company and reviews the performance against goals in quarterly meetings

  4. Does the core financial system provide the capability to prepare budget submission guidance, budget narratives, and budget briefing packages online and via upload from desktop software applications?

  5. What are your current levels in key measures or indicators of financial performance, including aggregate measures of financial return, financial viability, or budgetary performance, as appropriate?

  6. Does the core financial system have integrated security features that are configurable by the system administrator to control access to the application, functional modules, transactions, and data?

  7. Have you had problems with heterogeneous data, bad data, lack of storage capacity, unanticipated financial/time costs, inadequate cooperation from data owners or lack of data management expertise?

  8. Does the core financial system interface with your organization electronic communications system to distribute application-generated documents and messages to either intranet or Internet users?

  9. Do you allow product portfolio renewal to occur without interference by merely adding new products, or should the renewal be governed based on strategic and financial targets over life cycle?

  10. Does the core financial system provide the capability to automatically prepare the formal allotment and suballotment documents and electronically distribute them to subordinate organizations?


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 QIF book in PDF containing 943 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Source Selection Criteria: What is cost analysis and when should it be performed?

  2. Stakeholder Management Plan: How, to whom and how frequently will Risk status be reported?

  3. Procurement Audit: How do you avoid delays at any stage/ stages of the procurement process?

  4. Requirements Management Plan: Is requirements work dependent on any other specific QIF project or non-QIF project activities (e.g. funding, approvals, procurement)?

  5. Responsibility Assignment Matrix: Does a missing responsibility indicate that the current QIF project is not yet fully understood?

  6. Risk Audit: Does your organization have any policies or procedures to guide its decision-making (code of conduct for the board, conflict of interest policy, etc.)?

  7. Scope Management Plan: Have the scope, objectives, costs, benefits and impacts been communicated to all involved and/or impacted stakeholders and work groups?

  8. Communications Management Plan: Are there common objectives between the team and the stakeholder?

  9. Roles and Responsibilities: Be specific; avoid generalities. Thank you and great work alone are insufficient. What exactly do you appreciate and why?

  10. Stakeholder Analysis Matrix: Identify the stakeholders levels most frequently used _or at least sought_ in your QIF projects and for which purpose?

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

1.0 Initiating Process Group:

  • 1.1 QIF project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose QIF 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 QIF 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 QIF investments work better.

This QIF 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.