Funds Management A Complete Guide - 2020 Edition. Gerardus Blokdyk

Do the benefits outweigh the costs?

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      119. How much does it cost?

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      120. How will success or failure be measured?

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      121. What could cause you to change course?

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      122. What would be a real cause for concern?

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      123. Do you aggressively reward and promote the people who have the biggest impact on creating excellent Funds management services/products?

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      124. Will Funds management have an impact on current business continuity, disaster recovery processes and/or infrastructure?

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      125. Do you have a flow diagram of what happens?

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      126. Did you tackle the cause or the symptom?

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      127. What are the types and number of measures to use?

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      128. How can you measure Funds management in a systematic way?

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      129. Have you made assumptions about the shape of the future, particularly its impact on your customers and competitors?

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      130. How do your measurements capture actionable Funds management information for use in exceeding your customers expectations and securing your customers engagement?

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      131. Who pays the cost?

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      132. What disadvantage does this cause for the user?

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      133. How sensitive must the Funds management strategy be to cost?

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      134. How can you measure the performance?

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      135. What measurements are possible, practicable and meaningful?

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      136. Are you taking your company in the direction of better and revenue or cheaper and cost?

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      137. How will measures be used to manage and adapt?

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      Add up total points for this section: _____ = Total points for this section

      Divided by: ______ (number of statements answered) = ______ Average score for this section

      Transfer your score to the Funds management Index at the beginning of the Self-Assessment.

      CRITERION #4: ANALYZE:

      INTENT: Analyze causes, assumptions and hypotheses.

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

      5 Strongly Agree

      4 Agree

      3 Neutral

      2 Disagree

      1 Strongly Disagree

      1. What are your key performance measures or indicators and in-process measures for the control and improvement of your Funds management processes?

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      2. Were there any improvement opportunities identified from the process analysis?

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