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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Structured 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 950 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Structured finance improvements can be made.

Examples; 10 of the 950 standard requirements:

  1. Do you have an implicit bias for capital investments over people investments?

  2. What other organizational variables, such as reward systems or communication systems, affect the performance of this Structured finance process?

  3. Is the improvement team aware of the different versions of a process: what they think it is vs. what it actually is vs. what it should be vs. what it could be?

  4. Is the gap/opportunity displayed and communicated in financial terms?

  5. how do senior leaders actions reflect a commitment to the organizations Structured finance values?

  6. What process should we select for improvement?

  7. Have all non-recommended alternatives been analyzed in sufficient detail?

  8. Has anyone else (internal or external to the group) attempted to solve this problem or a similar one before? If so, what knowledge can be leveraged from these previous efforts?

  9. How likely is the current Structured finance plan to come in on schedule or on budget?

  10. What business benefits will Structured finance goals deliver if achieved?

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 Structured finance book in PDF containing 950 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: Is the delay in one subStructured finance project going to affect another?
  2. Cost Baseline: Has the documentation relating to operation and maintenance of the product(s) or service(s) been delivered to, and accepted by, operations management?
  3. Quality Audit: How does the organization know that its management of its ethical responsibilities is appropriately effective and constructive?
  4. Issue Log: In classifying stakeholders, which approach to do so are you using?
  5. Human Resource Management Plan: Are governance roles and responsibilities documented?
  6. Executing Process Group: What is in place for ensuring adequate change control on Structured finance projects that involve outside contracts?
  7. Issue Log: Are the Structured finance project Issues uniquely identified, including to which product they refer?
  8. Team Performance Assessment: Can team performance be reliably measured in simulator and live exercises using the same assessment tool?
  9. Scope Management Plan: Are milestone deliverables effectively tracked and compared to Structured finance project plan?
  10. Team Member Performance Assessment: What are best practices for delivering and developing training evaluations to maximize the benefits of leveraging emerging technologies?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Structured 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 Structured 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 Structured 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 Structured 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 Structured 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 Structured finance project with this in-depth Structured finance Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Structured 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 Structured 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 Structured finance investments work better.

This Structured 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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