Financial Inclusion A Complete Guide - 2020 Edition. Gerardus Blokdyk

in the Financial Inclusion Scorecard on the second next page of the Self-Assessment.

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

      Financial Inclusion

      Scorecard Example

      Example of how the finalized Scorecard can look like:

      Financial Inclusion

      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 Inclusion

      Scorecard Example12

      Financial Inclusion

      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:73

      CRITERION #6: CONTROL:89

      CRITERION #7: SUSTAIN:101

      Financial Inclusion and Managing Projects, Criteria for Project Managers:127

      1.0 Initiating Process Group: Financial Inclusion128

      1.1 Project Charter: Financial Inclusion130

      1.2 Stakeholder Register: Financial Inclusion132

      1.3 Stakeholder Analysis Matrix: Financial Inclusion133

      2.0 Planning Process Group: Financial Inclusion135

      2.1 Project Management Plan: Financial Inclusion137

      2.2 Scope Management Plan: Financial Inclusion139

      2.3 Requirements Management Plan: Financial Inclusion141

      2.4 Requirements Documentation: Financial Inclusion144

      2.5 Requirements Traceability Matrix: Financial Inclusion146

      2.6 Project Scope Statement: Financial Inclusion148

      2.7 Assumption and Constraint Log: Financial Inclusion150

      2.8 Work Breakdown Structure: Financial Inclusion152

      2.9 WBS Dictionary: Financial Inclusion154

      2.10 Schedule Management Plan: Financial Inclusion157

      2.11 Activity List: Financial Inclusion159

      2.12 Activity Attributes: Financial Inclusion161

      2.13 Milestone List: Financial Inclusion163

      2.14 Network Diagram: Financial Inclusion165

      2.15 Activity Resource Requirements: Financial Inclusion167

      2.16 Resource Breakdown Structure: Financial Inclusion169

      2.17 Activity Duration Estimates: Financial Inclusion171

      2.18 Duration Estimating Worksheet: Financial Inclusion173

      2.19 Project Schedule: Financial Inclusion175

      2.20 Cost Management Plan: Financial Inclusion177

      2.21 Activity Cost Estimates: Financial Inclusion179

      2.22 Cost Estimating Worksheet: Financial Inclusion181

      2.23 Cost Baseline: Financial Inclusion183

      2.24 Quality Management Plan: Financial Inclusion185

      2.25 Quality Metrics: Financial Inclusion187

      2.26 Process Improvement Plan: Financial Inclusion189

      2.27 Responsibility Assignment Matrix: Financial Inclusion191

      2.28 Roles and Responsibilities: Financial Inclusion193

      2.29 Human Resource Management Plan: Financial Inclusion195

      2.30 Communications Management Plan: Financial Inclusion197

      2.31 Risk Management Plan: Financial Inclusion199

      2.32 Risk Register: Financial Inclusion201

      2.33 Probability and Impact Assessment: Financial Inclusion203

      2.34 Probability and Impact Matrix: Financial Inclusion205

      2.35 Risk Data Sheet: Financial Inclusion207

      2.36 Procurement Management Plan: Financial Inclusion209

      2.37 Source Selection Criteria: Financial Inclusion211

      2.38 Stakeholder Management Plan: Financial Inclusion213

      2.39 Change Management Plan: Financial Inclusion215

      3.0 Executing Process Group: Financial Inclusion217

      3.1 Team Member Status Report: Financial Inclusion219

      3.2 Change Request: Financial Inclusion221

      3.3 Change Log: Financial Inclusion223

      3.4 Decision Log: Financial Inclusion225

      3.5 Quality Audit: Financial Inclusion227

      3.6 Team Directory: Financial Inclusion230

      3.7 Team Operating Agreement: Financial Inclusion232

      3.8 Team Performance Assessment: Financial Inclusion234

      3.9 Team Member Performance Assessment: Financial Inclusion236

      3.10 Issue Log: Financial Inclusion238

      4.0 Monitoring and Controlling Process Group: Financial Inclusion240

      4.1 Project Performance Report: Financial Inclusion242

      4.2 Variance Analysis: Financial Inclusion244

      4.3 Earned Value Status: Financial Inclusion246

      4.4 Risk Audit: Financial Inclusion248

      4.5 Contractor Status Report: Financial Inclusion250

      4.6 Formal Acceptance: Financial Inclusion252

      5.0 Closing Process Group: Financial Inclusion254

      5.1 Procurement Audit: Financial Inclusion256

      5.2 Contract Close-Out: Financial Inclusion258

      5.3 Project or Phase Close-Out: Financial Inclusion260

      5.4 Lessons Learned: Financial Inclusion262

      Index264

      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. What needs to be done?

      <--- Score

      2. Did you miss any major Financial