Save time, empower your teams and effectively upgrade your processes with access to this practical Managerial finance Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Managerial finance related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Managerial finance specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Managerial finance 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 636 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Managerial finance improvements can be made.

Examples; 10 of the 636 standard requirements:

  1. What are the boundaries of the scope? What is in bounds and what is not? What is the start point? What is the stop point?

  2. Who participated in the data collection for measurements?

  3. Among the Managerial finance product and service cost to be estimated, which is considered hardest to estimate?

  4. What will be the consequences to the stakeholder (financial, reputation etc) if Managerial finance does not go ahead or fails to deliver the objectives?

  5. Are there recognized Managerial finance problems?

  6. What does Managerial finance success mean to the stakeholders?

  7. What is the risk?

  8. Were Pareto charts (or similar) used to portray the ‘heavy hitters’ (or key sources of variation)?

  9. Are there measurements based on task performance?

  10. What should be measured?

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 Managerial finance book in PDF containing 636 requirements, which criteria correspond to the criteria in…

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

  • 62 step-by-step Managerial finance Project Management Form Templates covering over 6000 Managerial finance project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Duration Estimating Worksheet: What is the total time required to complete the Managerial finance project if no delays occur?
  2. Schedule Management Plan: Are the activity durations realistic and at an appropriate level of detail for effective management?
  3. Project Portfolio management: Regularly review and revise the Managerial finance project portfolio (eg several times a year) are done?
  4. Project or Phase Close-Out: What benefits or impacts does the stakeholder group expect to obtain as a result of the Managerial finance project?
  5. Procurement Management Plan: Has an organization readiness assessment been conducted?
  6. Human Resource Management Plan: Is the company heading towards expansion, outsourcing of certain talents or making cut-backs to save money?
  7. Lessons Learned: Who had fiscal authority to manage the funding for the Managerial finance project, did that work?
  8. Cost Baseline: What is the most important thing to do next to make your Managerial finance project successful?
  9. Activity Duration Estimates: Is a standard form used to obtain bids and proposals from prospective sellers?
  10. Stakeholder Management Plan: If a problem has been detected, what tools can be used to determine a root cause?

 
Step-by-step and complete Managerial finance Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Managerial finance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Managerial finance 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 Managerial finance 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 Managerial finance investments work better.

This Managerial finance All-Inclusive Toolkit enables You to be that person:

 

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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.

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