Save time, empower your teams and effectively upgrade your processes with access to this practical Financial planning (business) Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Financial planning (business) 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 planning (business) specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Financial planning (business) 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 652 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 planning (business) improvements can be made.
Examples; 10 of the 652 standard requirements:
- Are there Financial planning (business) Models?
- Design Thinking: Integrating Innovation, Financial planning (business), and Brand Value
- What are the challenges?
- Do we say no to customers for no reason?
- How can you measure Financial planning (business) in a systematic way?
- Who is responsible for ensuring appropriate resources (time, people and money) are allocated to Financial planning (business)?
- How do your measurements capture actionable Financial planning (business) information for use in exceeding your customers expectations and securing your customers engagement?
- What is it like to work for me?
- Are there measurements based on task performance?
- Are audit criteria, scope, frequency and methods defined?
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 planning (business) book in PDF containing 652 requirements, which criteria correspond to the criteria in…
Your Financial planning (business) 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 planning (business) Self-Assessment and Scorecard you will develop a clear picture of which Financial planning (business) 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 planning (business) 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 planning (business) projects with the 62 implementation resources:
- 62 step-by-step Financial planning (business) Project Management Form Templates covering over 6000 Financial planning (business) project requirements and success criteria:
Examples; 10 of the check box criteria:
- Team Performance Assessment: When a reviewer complains about method variance, what is the essence of the complaint?
- Quality Management Plan: What other teams / processes would be impacted by changes to the current process, and how?
- Schedule Management Plan: Are any non-compliance issues that exist due to the organizations practices communicated to the organization?
- Stakeholder Analysis Matrix: What resources might the stakeholder bring to the Financial planning (business) project?
- WBS Dictionary: Is each control account assigned to a single organizational element directly responsible for the work and identifiable to a single element of the CWBS?
- Planning Process Group: How well defined and documented are the Financial planning (business) project management processes you chose to use?
- Activity Duration Estimates: Is training acquired to enhance the skills, knowledge and capabilities of the Financial planning (business) project team?
- Activity Duration Estimates: What type of activity sequencing method is required for these activities?
- Assumption and Constraint Log: Are there processes defining how software will be developed including development methods, overall timeline for development, software product standards, and traceability?
- Issue Log: How is this initiative related to other portfolios, programs, or Financial planning (business) projects?
Step-by-step and complete Financial planning (business) Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Financial planning (business) project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Financial planning (business) 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 planning (business) 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 planning (business) 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 planning (business) 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 planning (business) 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 planning (business) project with this in-depth Financial planning (business) Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Financial planning (business) 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 planning (business) 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 planning (business) investments work better.
This Financial planning (business) 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.