Secondary Mortgage Market Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Secondary Mortgage Market 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Secondary Mortgage Market improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. How should organizations pursue the appropriate level of governance to maximize the benefits and advances that new modeling techniques offer, without placing your organization at risk?

  2. Does the manager have an appropriate level of infrastructure, qualified operational staff, risk systems, and notification processes in place to support the strategy?

  3. Which methods of estimating the ending balance of the materials inventory account will result in the highest profit, assuming all other variables remain constant?

  4. Is the standards sales information collected and evaluated to determine customer profiles, most popular standards and trends over time for use in future planning?

  5. Is hedge fund investor risk appetite and hedge fund manager willingness to take on risk high enough to generate an acceptable level of return for hedge funds?

  6. Are alm and liquidity risk analysis capabilities rich and flexible enough to provide timely and comprehensive information to executives and board members?

  7. Does the market related risk management structures include rules on an integrated management of market related risks based on the nature of liabilities?

  8. Are you prepared to share scenarios of how your operations will adapt to climate factors including physical, legal, market and economic changes?

  9. Are you able to identify procedures for introducing new products, new customer types, or new trading strategies in the foreign exchange field?

  10. Is there any other methods that can be considered for captive solvency without compromising the safety and soundness of captive business?


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 Secondary Mortgage Market book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: What are the levels of understanding of the future users of the outcome/results of this Secondary Mortgage Market project?

  2. Quality Metrics: How do you know if everyone is trying to improve the right things?

  3. Initiating Process Group: Are there resources to maintain and support the outcome of the Secondary Mortgage Market project?

  4. Risk Management Plan: Workarounds are determined during which step of risk management?

  5. Quality Audit: What happens if your organization fails its Quality Audit?

  6. Probability and Impact Matrix: Is the technology to be built new to your organization?

  7. Work Breakdown Structure: How will you and your Secondary Mortgage Market project team define the Secondary Mortgage Market projects scope and work breakdown structure?

  8. Quality Audit: How does your organization know that its system for inducting new staff to maximize workplace contributions are appropriately effective and constructive?

  9. Scope Management Plan: Are procurement deliverables arriving on time and to specification?

  10. Project Management Plan: Are there non-structural buyout or relocation recommendations?

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

1.0 Initiating Process Group:

  • 1.1 Secondary Mortgage Market project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Secondary Mortgage Market 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 Secondary Mortgage Market 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 Secondary Mortgage Market investments work better.

This Secondary Mortgage Market 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.