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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Strategic 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 700 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Strategic financial management improvements can be made.

Examples; 10 of the 700 standard requirements:

  1. What are your current levels and trends in key measures or indicators of Strategic financial management product and process performance that are important to and directly serve your customers? how do these results compare with the performance of your competitors and other organizations with similar offerings?

  2. Who is On the Team?

  3. As a sponsor, customer or management, how important is it to meet goals, objectives?

  4. Does the team have regular meetings?

  5. Do those selected for the Strategic financial management team have a good general understanding of what Strategic financial management is all about?

  6. What should the next improvement project be that is related to Strategic financial management?

  7. Do we aggressively reward and promote the people who have the biggest impact on creating excellent Strategic financial management services/products?

  8. What key inputs and outputs are being measured on an ongoing basis?

  9. How and when will the baselines be defined?

  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 Strategic financial management book in PDF containing 700 requirements, which criteria correspond to the criteria in…

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

  • 62 step-by-step Strategic financial management Project Management Form Templates covering over 6000 Strategic financial management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Baseline: Does a process exist for establishing a cost baseline to measure Strategic financial management project performance?
  2. Closing Process Group: What were things that you did well, but could improve, and how?
  3. Procurement Audit: Are review meetings organized during contract execution and do they meet demand?
  4. Probability and Impact Assessment: What should be the requirement of organizational restructuring as each subStrategic financial management project goes through a different lifecycle phase?
  5. Duration Estimating Worksheet: When does the organization expect to be able to complete it?
  6. Stakeholder Management Plan: Does a documented Strategic financial management project organizational policy & plan (i.e. governance model) exist?
  7. Probability and Impact Assessment: Will new information become available during the Strategic financial management project?
  8. Activity Resource Requirements: Is there anything planned that doesn t need to be here?
  9. Procurement Audit: Are the financial and business records of the organization stored in a secure fire resistant place?
  10. Communications Management Plan: What steps can you take for a positive relationship?

 
Step-by-step and complete Strategic financial management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Strategic financial management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Strategic 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 Strategic 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 Strategic 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 Strategic 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 Strategic financial management 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 Strategic financial management project with this in-depth Strategic financial management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Strategic 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 Strategic 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 Strategic financial management investments work better.

This Strategic financial management 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.