Save time, empower your teams and effectively upgrade your processes with access to this practical Financial management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Financial management 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 Financial management specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Financial management 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 642 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Financial management improvements can be made.
Examples; 10 of the 642 standard requirements:
- How often does the board of directors or a committee of the board compare financial reports or other updates against budget projections and/or cash flow projections?
- Has the organization issued any loans to an employee or officer of the organization, or forgiven or written-off any loans or debts of any type in the past 12 months?
- What training and technical assistance do you believe would benefit your organization and enhance its ability to administer federal grant awards?
- If dual budgeting, accounting and reporting (i.e., development vs. non-development, recurrent vs. capital); how are they linked?
- What percentage of the total budget for the last completed fiscal year came from federal and state grants and contracts?
- Are different staff members responsible for the distinct functions of reconciling cash receipts and cash disbursement?
- Core financial information; what documents should the manager be regularly reading, receiving or producing?
- Can customers currently ask for service (request service) via a customer-facing Service Catalog?
- How many different change types are in use (i.e. Routine, Comprehensive, Emergency, etc.)?
- If the firm wants a 50% markup on the project, what should the juice sell for in Japan?
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 Financial management book in PDF containing 642 requirements, which criteria correspond to the criteria in…
Your Financial management 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 Financial management Self-Assessment and Scorecard you will develop a clear picture of which Financial management 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 Financial management 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 Financial management projects with the 62 implementation resources:
- 62 step-by-step Financial management Project Management Form Templates covering over 6000 Financial management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity Duration Estimates: What are some of the typical challenges Financial management project teams face during each of the five process groups?
- Activity Duration Estimates: Find an example of a contract for information technology services. Analyze the key features of the contract. What type of contract was used and why?
- Procurement Audit: Was the organization specific about the nature and scope of the performance before launching the procurement process?
- WBS Dictionary: Do procedures specify under what circumstances replanning of open work packages may occur, and the methods to be followed?
- Stakeholder Management Plan: What are the procedures and processes to be followed for purchases, including approval and authorisation requirements?
- Human Resource Management Plan: Has a provision been made to reassess Financial management project risks at various Financial management project stages?
- Assumption and Constraint Log: Are there processes in place to ensure that all the terms and code concepts have been documented consistently?
- Change Management Plan: Has an Information & communications plan been developed?
- Probability and Impact Assessment: What should be the external organizations responsibility vis-à-vis total stake in the Financial management project?
- Procurement Audit: Are payment generated from computer programs reviewed by supervisory personnel prior to distribution?
Step-by-step and complete Financial management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Financial management project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Financial management project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Financial management 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 Financial management 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 Financial management 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 Financial management project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Financial management project with this in-depth Financial management Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Financial management 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 Financial management 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 Financial management investments work better.
This Financial management 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.