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