Читать книгу Funds Management A Complete Guide - 2020 Edition - Gerardus Blokdyk - Страница 7
ОглавлениеCRITERION #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?
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2. Who should resolve the Funds management issues?
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3. Consider your own Funds management project, what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?
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4. How can auditing be a preventative security measure?
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5. Are losses recognized in a timely manner?
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6. Do you need different information or graphics?
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7. What Funds management events should you attend?
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8. What vendors make products that address the Funds management needs?
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9. What is the extent or complexity of the Funds management problem?
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10. What resources or support might you need?
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11. Why is this needed?
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12. What prevents you from making the changes you know will make you a more effective Funds management leader?
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13. Do you know what you need to know about Funds management?
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14. Are employees recognized or rewarded for performance that demonstrates the highest levels of integrity?
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15. As a sponsor, customer or management, how important is it to meet goals, objectives?
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16. How do you identify subcontractor relationships?
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17. Whom do you really need or want to serve?
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18. What else needs to be measured?
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19. Do you have/need 24-hour access to key personnel?
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20. Does the problem have ethical dimensions?
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21. Who needs what information?
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22. What training and capacity building actions are needed to implement proposed reforms?
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23. Are there any revenue recognition issues?
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24. What situation(s) led to this Funds management Self Assessment?
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25. What information do users need?
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26. What activities does the governance board need to consider?
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27. How do you identify the kinds of information that you will need?
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28. What is the recognized need?
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29. Are you dealing with any of the same issues today as yesterday? What can you do about this?
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30. How much are sponsors, customers, partners, stakeholders involved in Funds management? In other words, what are the risks, if Funds management does not deliver successfully?
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31. Who defines the rules in relation to any given issue?
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32. Think about the people you identified for your Funds management project and the project responsibilities you would assign to them, what kind of training do you think they would need to perform these responsibilities effectively?
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33. Are there any specific expectations or concerns about the Funds management team, Funds management itself?
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34. What Funds management coordination do you need?
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35. Who needs budgets?
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36. Will a response program recognize when a crisis occurs and provide some level of response?
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37. Does Funds management create potential expectations in other areas that need to be recognized and considered?
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38. What is the smallest subset of the problem you can usefully solve?
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39. Will it solve real problems?
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40. What do employees need in the short term?
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41. Is it needed?
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42. Is the quality assurance team identified?
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43. What is the problem and/or vulnerability?
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44. Who needs to know about Funds management?
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45. What is the Funds management problem definition? What do you need to resolve?
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46. What are the expected benefits of Funds management to the stakeholder?
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47. Do you recognize Funds management achievements?
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48. Do you need to avoid or amend any Funds management activities?
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49. Are employees recognized for desired behaviors?
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50. Who needs to know?
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51. Are there regulatory / compliance issues?
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52. What creative shifts do you need to take?
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53. What are the clients issues and concerns?
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54. Are there Funds management problems defined?
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55. Will Funds management deliverables need to be tested and, if so, by whom?
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56. How does it fit into your organizational needs and tasks?
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57. Does your organization need more Funds management education?
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58. How are training requirements identified?
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59. What tools and technologies are needed for a custom Funds management project?
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60. Where is training needed?
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61. To what extent would your organization benefit from being recognized as a award recipient?
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62. What are the minority interests and what amount of minority interests can be recognized?
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63. How do you recognize an Funds management objection?
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64. What Funds management capabilities do you need?
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65. Which needs are not included or involved?
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66. Which information does the Funds management business case need to include?
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67. Where do you need to exercise leadership?
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68. What are the stakeholder objectives to be achieved with Funds management?
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69. How do you assess your Funds management workforce capability and capacity needs, including skills, competencies, and staffing levels?
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70. What Funds management problem should be solved?
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71. How do you take a forward-looking perspective in identifying Funds management research related to market response and models?
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72. To what extent does each concerned units management team recognize Funds management as an effective investment?
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73. What are the Funds management resources needed?
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74. What do you need to start doing?
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75. Why the need?
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76. Who else hopes to benefit from it?
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77. How many trainings, in total, are needed?
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78. What needs to be done?
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79. What problems are you facing and how do you consider Funds management will circumvent those obstacles?
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80. Have you identified your Funds management key performance indicators?
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81. What are the timeframes required to resolve each of the issues/problems?
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82. What should be considered when identifying available resources, constraints, and deadlines?
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83. What does Funds management success mean to the stakeholders?
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84. Did you miss any major Funds management issues?
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85. What are your needs in relation to Funds management skills, labor, equipment, and markets?
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86. What extra resources will you need?
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87. How do you recognize an objection?
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88. Are there recognized Funds management problems?
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89. How are the Funds management’s objectives aligned to the group’s overall stakeholder strategy?
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90. Are problem definition and motivation clearly presented?
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91. Which issues are too important to ignore?
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92. Is the need for organizational change recognized?
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93. Would you recognize a threat from the inside?
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94. How are you going to measure success?
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95. Who are your key stakeholders who need to sign off?
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96. What would happen if Funds management weren’t done?
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97. What needs to stay?
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98. When a Funds management manager recognizes a problem, what options are available?
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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.
