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

STEP 1: Get your bearings

Start with…

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

Examples; 10 of the standard requirements:

  1. What specific factors (duration management, yield curve positioning, sector selection, security selection, asset allocation, maturity structure) are integral to the portfolio construction process?

  2. What specific factors (yield curve positioning, sector selection, security selection, asset allocation, maturity structure) are integral to the portfolio construction process?

  3. Is data and process analysis, root cause analysis and quantifying the gap/opportunity in place?

  4. How do we do risk analysis of rare, cascading, catastrophic events?

  5. Are accountability and ownership for Yield curve clearly defined?

  6. What quality tools were used to get through the analyze phase?

  7. Why is Yield curve important for you now?

  8. What is the craziest thing we can do?

  9. Who sets the Yield curve standards?

  10. Operational – will it work?

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 Yield curve book in PDF containing requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Lessons Learned: Does the lesson educate others to improve performance?
  2. Initiating Process Group: How well defined and documented were the Yield curve project management processes you chose to use?
  3. Probability and Impact Matrix: Is the number of people on the Yield curve project team adequate to do the job?
  4. Procurement Audit: Are the financial and business records of the organization stored in a secure fire resistant place?
  5. Monitoring and Controlling Process Group: A Yield curve project management team of two has 8 key stakeholders to work with. How many potential communications channels exist on the Yield curve project?
  6. Cost Management Plan: Scope of work – What is the scope of work for each of the planned contracts?
  7. Cost Management Plan: Was your organizations estimating methodology being used and followed?
  8. Lessons Learned: Was the Yield curve project manager sufficiently experienced, skilled, trained, supported?
  9. Cost Management Plan: Have process improvement efforts been completed before requirements efforts begin?
  10. Project or Phase Close-Out: What can you do better next time, and what specific actions can you take to improve?

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

1.0 Initiating Process Group:

  • 1.1 Yield curve project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Yield curve 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 Yield curve 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 Yield curve investments work better.

This Yield curve 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.

Categories: Documents