Funds Management A Complete Guide - 2020 Edition. Gerardus Blokdyk

on the second next page of the Self-Assessment.

      Your completed Funds Management Scorecard will give you a clear presentation of which Funds Management areas need attention.

      Funds Management

      Scorecard Example

      Example of how the finalized Scorecard can look like:

      Funds Management

      Scorecard

      Your Scores:

      BEGINNING OF THE

      SELF-ASSESSMENT:

      Table of Contents

      About The Art of Service7

      Included Resources - how to access7

      Purpose of this Self-Assessment9

      How to use the Self-Assessment10

      Funds Management

      Scorecard Example12

      Funds Management

      Scorecard13

      BEGINNING OF THE

      SELF-ASSESSMENT:14

      CRITERION #1: RECOGNIZE15

      CRITERION #2: DEFINE:27

      CRITERION #3: MEASURE:42

      CRITERION #4: ANALYZE:57

      CRITERION #5: IMPROVE:73

      CRITERION #6: CONTROL:89

      CRITERION #7: SUSTAIN:101

      Funds Management and Managing Projects, Criteria for Project Managers:125

      1.0 Initiating Process Group: Funds Management126

      1.1 Project Charter: Funds Management128

      1.2 Stakeholder Register: Funds Management130

      1.3 Stakeholder Analysis Matrix: Funds Management131

      2.0 Planning Process Group: Funds Management133

      2.1 Project Management Plan: Funds Management135

      2.2 Scope Management Plan: Funds Management137

      2.3 Requirements Management Plan: Funds Management140

      2.4 Requirements Documentation: Funds Management142

      2.5 Requirements Traceability Matrix: Funds Management144

      2.6 Project Scope Statement: Funds Management146

      2.7 Assumption and Constraint Log: Funds Management148

      2.8 Work Breakdown Structure: Funds Management150

      2.9 WBS Dictionary: Funds Management152

      2.10 Schedule Management Plan: Funds Management154

      2.11 Activity List: Funds Management156

      2.12 Activity Attributes: Funds Management158

      2.13 Milestone List: Funds Management160

      2.14 Network Diagram: Funds Management162

      2.15 Activity Resource Requirements: Funds Management164

      2.16 Resource Breakdown Structure: Funds Management166

      2.17 Activity Duration Estimates: Funds Management168

      2.18 Duration Estimating Worksheet: Funds Management170

      2.19 Project Schedule: Funds Management172

      2.20 Cost Management Plan: Funds Management174

      2.21 Activity Cost Estimates: Funds Management176

      2.22 Cost Estimating Worksheet: Funds Management178

      2.23 Cost Baseline: Funds Management180

      2.24 Quality Management Plan: Funds Management182

      2.25 Quality Metrics: Funds Management184

      2.26 Process Improvement Plan: Funds Management186

      2.27 Responsibility Assignment Matrix: Funds Management188

      2.28 Roles and Responsibilities: Funds Management190

      2.29 Human Resource Management Plan: Funds Management192

      2.30 Communications Management Plan: Funds Management194

      2.31 Risk Management Plan: Funds Management196

      2.32 Risk Register: Funds Management198

      2.33 Probability and Impact Assessment: Funds Management200

      2.34 Probability and Impact Matrix: Funds Management202

      2.35 Risk Data Sheet: Funds Management204

      2.36 Procurement Management Plan: Funds Management206

      2.37 Source Selection Criteria: Funds Management208

      2.38 Stakeholder Management Plan: Funds Management210

      2.39 Change Management Plan: Funds Management212

      3.0 Executing Process Group: Funds Management214

      3.1 Team Member Status Report: Funds Management216

      3.2 Change Request: Funds Management218

      3.3 Change Log: Funds Management220

      3.4 Decision Log: Funds Management222

      3.5 Quality Audit: Funds Management224

      3.6 Team Directory: Funds Management227

      3.7 Team Operating Agreement: Funds Management229

      3.8 Team Performance Assessment: Funds Management231

      3.9 Team Member Performance Assessment: Funds Management234

      3.10 Issue Log: Funds Management236

      4.0 Monitoring and Controlling Process Group: Funds Management238

      4.1 Project Performance Report: Funds Management240

      4.2 Variance Analysis: Funds Management242

      4.3 Earned Value Status: Funds Management244

      4.4 Risk Audit: Funds Management246

      4.5 Contractor Status Report: Funds Management248

      4.6 Formal Acceptance: Funds Management250

      5.0 Closing Process Group: Funds Management252

      5.1 Procurement Audit: Funds Management254

      5.2 Contract Close-Out: Funds Management256

      5.3 Project or Phase Close-Out: Funds Management258

      5.4 Lessons Learned: Funds Management260

      Index262

      CRITERION #1: RECOGNIZE

      INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.

      In my belief, the answer to this question is clearly defined:

      5 Strongly Agree

      4 Agree

      3 Neutral

      2 Disagree

      1 Strongly Disagree

      1. Are controls defined to recognize and contain problems?

      <--- Score

      2. Who should resolve the Funds management issues?

      <--- Score

      3. Consider your own Funds management project, what types of organizational problems do you