Fine tune your highly advanced persuasion and negotiation skills when working with internal/external customers.
More Uses of the Solvency II Toolkit:
- Prepare/review segmental reporting for multiple segments.
- Control: partner with it to automate processes and develop reports.
- Perform/review account reconciliation.
- Ensure accuracy of monthly interfaces to People Soft.
- Evaluate impact of business change to your processes.
- Ensure compliance with organization policies, Rules And Regulations.
- Methodize: highly advanced analytical and Problem Solving skills.
- Make sure that your strategy fosters a positive and engaged work environment.
- Prepare/review reporting for multiple Business Units across international jurisdictions.
- Oversee: highly advanced Project Management skills.
- Govern: periodically re evaluate your control environment to reflect business or technological changes.
Save time, empower your teams and effectively upgrade your processes with access to this practical Solvency II Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Solvency II 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 Solvency II specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Solvency II 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Solvency II improvements can be made.
Examples; 10 of the 999 standard requirements:
- What you are going to do to affect the numbers?
- How do you mitigate Solvency II risk?
- How much data can be collected in the given timeframe?
- What is in scope?
- What is the recommended frequency of auditing?
- What is the magnitude of the improvements?
- Are your responses positive or negative?
- Is there any other Solvency II solution?
- Was a life-cycle cost analysis performed?
- What are your key Solvency II indicators that you will measure, analyze and track?
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 Solvency II book in PDF containing 994 requirements, which criteria correspond to the criteria in...
Your Solvency II 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 Solvency II Self-Assessment and Scorecard you will develop a clear picture of which Solvency II 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 Solvency II 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 Solvency II projects with the 62 implementation resources:
- 62 step-by-step Solvency II Project Management Form Templates covering over 1500 Solvency II project requirements and success criteria:
Examples; 10 of the check box criteria:
- Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
- Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
- Project Scope Statement: Will all Solvency II project issues be unconditionally tracked through the Issue Resolution process?
- Closing Process Group: Did the Solvency II project team have enough people to execute the Solvency II project plan?
- Source Selection Criteria: What are the guidelines regarding award without considerations?
- Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Solvency II project plan (variances)?
- Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
- Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
- Procurement Audit: Was a formal review of tenders received undertaken?
- Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?
Step-by-step and complete Solvency II Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Solvency II project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Solvency II Project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Solvency II 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 Solvency II 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 Solvency II 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 Solvency II project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Solvency II project with this in-depth Solvency II Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Solvency II 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 Solvency II 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 Solvency II investments work better.
This Solvency II 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.