Trade Credit Insurance Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Trade Credit Insurance 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Trade Credit Insurance improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Is the credit analysis and reporting structure designed to involve staff that are independent from the business development function to better ensure an objective view of portfolio risk?

  2. Can compliance evolve to become a credit to the business, perhaps through implementing better risk management, or will it continue to be a costly process with few real business benefits?

  3. Are the rules for the decision-making process clearly defined and transparent given the size, complexity, structure, economic significance and risk profile of the credit transfer scheme?

  4. Has excessive online credit card fraud at your business EVER resulted in your organization charging more than a standard fee because the business is seen to be high risk?

  5. Has your organization performed the reasonable credit analysis to evaluate the risk of adopting proprietary technology that may cease if the vendor becomes insolvent?

  6. How to provide affordable insurance coverage of acceptable credit quality despite high capital costs and in the environment of volatile reinsurance market?

  7. Are the suppliers sales concentrated on a small number of large buyers or is the industry in which it operates consolidating into a few large customers?

  8. Is continuous improvement evident by clearance of issues regarding control weaknesses, be some self-identified or cited by audit or credit review?

  9. How has the importance of the various trade finance providers changed over time, in particular since the beginning of the current economic crisis?

  10. Do you at present hold any credit insurance policy, guarantees or security in connection with the credit risk on any of your Buyers?


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 Trade Credit Insurance book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Project Charter: How will you learn more about the process or system you are trying to improve?

  2. Risk Register: Methodology: how will risk management be performed on this Trade Credit Insurance project?

  3. Stakeholder Management Plan: What is the drawback in using qualitative Trade Credit Insurance project selection techniques?

  4. Schedule Management Plan: Were Trade Credit Insurance project team members involved in the development of activity & task decomposition?

  5. Procurement Audit: Were calculations used in evaluation adequate and correct?

  6. Cost Baseline: Has training and knowledge transfer of the operations organization been completed?

  7. Cost Baseline: How difficult will it be to do specific tasks on the Trade Credit Insurance project?

  8. Milestone List: What background experience, skills, and strengths does the team bring to your organization?

  9. Executing Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?

  10. Risk Audit: Do requirements demand the use of new analysis, design, or testing methods?

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

1.0 Initiating Process Group:

  • 1.1 Trade Credit Insurance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Trade Credit Insurance 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 Trade Credit Insurance 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 Trade Credit Insurance investments work better.

This Trade Credit Insurance 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.