Save time, empower your teams and effectively upgrade your processes with access to this practical Structured Financial Products Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Structured Financial Products 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 Structured Financial Products specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Structured Financial Products 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 Structured Financial Products improvements can be made.
Examples; 10 of the 993 standard requirements:
- Is the rate of progress of the development project satisfactory against the expectations to deliver a viable design at the desired level of technology/product maturity in a timely manner?
- Is the innovator organization able to guarantee the form, fit, and functional aspects of the necessary technical deliverables in order to undertake desired end user trials independently?
- Is the innovator organization able to guarantee the form, t, and functional aspects of the necessary technical deliverables in order to undertake desired end user trials independently?
- Can the current securities disclosure regime that governs the offer and sale of structured products generate the type of information that can protect less sophisticated investors?
- Is the mvp at subsystem, module or component levels collectively able to cater to each unique or independent requirement related to features or functionality?
- Are the capability enrichment goals and technology needs, comprehensively translated into expectations properly captured in the form of requirements?
- Does risk management systematically provide training to develop competencies around risk management and through different business unit levels?
- Does working with a structured product development methodology increase the alignment of the team members towards the customer needs?
- What procedures exist to identify new or emerging risks that may impact your organization, and how is the potential impact assessed?
- What are the most important developments in the use of financial technology on the creation and distribution of structured products?
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 Structured Financial Products book in PDF containing 993 requirements, which criteria correspond to the criteria in...
Your Structured Financial Products 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 Structured Financial Products Self-Assessment and Scorecard you will develop a clear picture of which Structured Financial Products 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 Structured Financial Products 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 Structured Financial Products projects with the 62 implementation resources:
- 62 step-by-step Structured Financial Products Project Management Form Templates covering over 1500 Structured Financial Products project requirements and success criteria:
Examples; 10 of the check box criteria:
- Cost Management Plan: Have stakeholder accountabilities & responsibilities been clearly defined?
- Project Charter: What are you striving to accomplish (measurable goal(s))?
- Lessons Learned: What is your overall assessment of the outcome of this Structured Financial Products project?
- Variance Analysis: Is data disseminated to the contractors management timely, accurate, and usable?
- Requirements Management Plan: How will bidders price evaluations be done, by deliverables, phases, or in a big bang?
- Scope Management Plan: Is the Structured Financial Products project sponsor clearly communicating the business case or rationale for why this Structured Financial Products project is needed?
- Team Performance Assessment: To what degree do all members feel responsible for all agreed-upon measures?
- Change Request: How are changes graded and who is responsible for the rating?
- Project Schedule: Are procedures defined by which the Structured Financial Products project schedule may be changed?
- WBS Dictionary: Does the contractors system include procedures for measuring the performance of critical subcontractors?
Step-by-step and complete Structured Financial Products Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Structured Financial Products project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Structured Financial Products project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Structured Financial Products 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 Structured Financial Products 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 Structured Financial Products 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 Structured Financial Products 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 Structured Financial Products project with this in-depth Structured Financial Products Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Structured Financial Products 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 Structured Financial Products 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 Structured Financial Products investments work better.
This Structured Financial Products 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.
