Financial Intelligence A Complete Guide - 2020 Edition. Gerardus Blokdyk

to the corresponding spoke in the Financial Intelligence Scorecard on the second next page of the Self-Assessment.

      Your completed Financial Intelligence Scorecard will give you a clear presentation of which Financial Intelligence areas need attention.

      Financial Intelligence

      Scorecard Example

      Example of how the finalized Scorecard can look like:

      Financial Intelligence

      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

      Financial Intelligence

      Scorecard Example12

      Financial Intelligence

      Scorecard13

      BEGINNING OF THE

      SELF-ASSESSMENT:14

      CRITERION #1: RECOGNIZE15

      CRITERION #2: DEFINE:27

      CRITERION #3: MEASURE:43

      CRITERION #4: ANALYZE:58

      CRITERION #5: IMPROVE:74

      CRITERION #6: CONTROL:90

      CRITERION #7: SUSTAIN:103

      Financial Intelligence and Managing Projects, Criteria for Project Managers:128

      1.0 Initiating Process Group: Financial Intelligence129

      1.1 Project Charter: Financial Intelligence131

      1.2 Stakeholder Register: Financial Intelligence133

      1.3 Stakeholder Analysis Matrix: Financial Intelligence134

      2.0 Planning Process Group: Financial Intelligence136

      2.1 Project Management Plan: Financial Intelligence139

      2.2 Scope Management Plan: Financial Intelligence141

      2.3 Requirements Management Plan: Financial Intelligence143

      2.4 Requirements Documentation: Financial Intelligence145

      2.5 Requirements Traceability Matrix: Financial Intelligence147

      2.6 Project Scope Statement: Financial Intelligence149

      2.7 Assumption and Constraint Log: Financial Intelligence151

      2.8 Work Breakdown Structure: Financial Intelligence153

      2.9 WBS Dictionary: Financial Intelligence155

      2.10 Schedule Management Plan: Financial Intelligence158

      2.11 Activity List: Financial Intelligence160

      2.12 Activity Attributes: Financial Intelligence162

      2.13 Milestone List: Financial Intelligence164

      2.14 Network Diagram: Financial Intelligence166

      2.15 Activity Resource Requirements: Financial Intelligence168

      2.16 Resource Breakdown Structure: Financial Intelligence170

      2.17 Activity Duration Estimates: Financial Intelligence172

      2.18 Duration Estimating Worksheet: Financial Intelligence174

      2.19 Project Schedule: Financial Intelligence176

      2.20 Cost Management Plan: Financial Intelligence178

      2.21 Activity Cost Estimates: Financial Intelligence180

      2.22 Cost Estimating Worksheet: Financial Intelligence182

      2.23 Cost Baseline: Financial Intelligence184

      2.24 Quality Management Plan: Financial Intelligence186

      2.25 Quality Metrics: Financial Intelligence188

      2.26 Process Improvement Plan: Financial Intelligence190

      2.27 Responsibility Assignment Matrix: Financial Intelligence192

      2.28 Roles and Responsibilities: Financial Intelligence194

      2.29 Human Resource Management Plan: Financial Intelligence196

      2.30 Communications Management Plan: Financial Intelligence198

      2.31 Risk Management Plan: Financial Intelligence200

      2.32 Risk Register: Financial Intelligence202

      2.33 Probability and Impact Assessment: Financial Intelligence204

      2.34 Probability and Impact Matrix: Financial Intelligence206

      2.35 Risk Data Sheet: Financial Intelligence208

      2.36 Procurement Management Plan: Financial Intelligence210

      2.37 Source Selection Criteria: Financial Intelligence212

      2.38 Stakeholder Management Plan: Financial Intelligence214

      2.39 Change Management Plan: Financial Intelligence216

      3.0 Executing Process Group: Financial Intelligence218

      3.1 Team Member Status Report: Financial Intelligence220

      3.2 Change Request: Financial Intelligence222

      3.3 Change Log: Financial Intelligence224

      3.4 Decision Log: Financial Intelligence226

      3.5 Quality Audit: Financial Intelligence228

      3.6 Team Directory: Financial Intelligence231

      3.7 Team Operating Agreement: Financial Intelligence233

      3.8 Team Performance Assessment: Financial Intelligence235

      3.9 Team Member Performance Assessment: Financial Intelligence237

      3.10 Issue Log: Financial Intelligence239

      4.0 Monitoring and Controlling Process Group: Financial Intelligence241

      4.1 Project Performance Report: Financial Intelligence243

      4.2 Variance Analysis: Financial Intelligence245

      4.3 Earned Value Status: Financial Intelligence247

      4.4 Risk Audit: Financial Intelligence249

      4.5 Contractor Status Report: Financial Intelligence251

      4.6 Formal Acceptance: Financial Intelligence253

      5.0 Closing Process Group: Financial Intelligence255

      5.1 Procurement Audit: Financial Intelligence257

      5.2 Contract Close-Out: Financial Intelligence259

      5.3 Project or Phase Close-Out: Financial Intelligence261

      5.4 Lessons Learned: Financial Intelligence263

      Index265

      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