Читать книгу Risk Transfer A Complete Guide - 2020 Edition - Gerardus Blokdyk - Страница 8
ОглавлениеCRITERION #2: DEFINE:
INTENT: Formulate the stakeholder problem. Define the problem, needs and objectives.
In my belief, the answer to this question is clearly defined:
5 Strongly Agree
4 Agree
3 Neutral
2 Disagree
1 Strongly Disagree
1. How is the team tracking and documenting its work?
<--- Score
2. Should you require wet signatures on endorsements to policies?
<--- Score
3. What outsourced services will you require?
<--- Score
4. Is the team equipped with available and reliable resources?
<--- Score
5. Who are the Risk transfer improvement team members, including Management Leads and Coaches?
<--- Score
6. How will variation in the actual durations of each activity be dealt with to ensure that the expected Risk transfer results are met?
<--- Score
7. Is the team formed and are team leaders (Coaches and Management Leads) assigned?
<--- Score
8. Has a team charter been developed and communicated?
<--- Score
9. Are there different segments of customers?
<--- Score
10. Is Risk transfer linked to key stakeholder goals and objectives?
<--- Score
11. Is Risk transfer currently on schedule according to the plan?
<--- Score
12. Is the improvement team aware of the different versions of a process: what they think it is vs. what it actually is vs. what it should be vs. what it could be?
<--- Score
13. Is the current ‘as is’ process being followed? If not, what are the discrepancies?
<--- Score
14. Is there a Risk transfer management charter, including stakeholder case, problem and goal statements, scope, milestones, roles and responsibilities, communication plan?
<--- Score
15. What are the Roles and Responsibilities for each team member and its leadership? Where is this documented?
<--- Score
16. Should there be sector separation in the case of reinsurance business by primary insurers?
<--- Score
17. How was the ‘as is’ process map developed, reviewed, verified and validated?
<--- Score
18. How does the Risk transfer manager ensure against scope creep?
<--- Score
19. Does the team have regular meetings?
<--- Score
20. What about capital requirements?
<--- Score
21. Is the Risk transfer scope manageable?
<--- Score
22. Who would require crime insurance?
<--- Score
23. Is there a completed, verified, and validated high-level ‘as is’ (not ‘should be’ or ‘could be’) stakeholder process map?
<--- Score
24. Is the team adequately staffed with the desired cross-functionality? If not, what additional resources are available to the team?
<--- Score
25. Has/have the customer(s) been identified?
<--- Score
26. How did the Risk transfer manager receive input to the development of a Risk transfer improvement plan and the estimated completion dates/times of each activity?
<--- Score
27. Is there regularly 100% attendance at the team meetings? If not, have appointed substitutes attended to preserve cross-functionality and full representation?
<--- Score
28. Is a fully trained team formed, supported, and committed to work on the Risk transfer improvements?
<--- Score
29. Has a project plan, Gantt chart, or similar been developed/completed?
<--- Score
30. If substitutes have been appointed, have they been briefed on the Risk transfer goals and received regular communications as to the progress to date?
<--- Score
31. What knowledge or experience is required?
<--- Score
32. Has the direction changed at all during the course of Risk transfer? If so, when did it change and why?
<--- Score
33. Has the improvement team collected the ‘voice of the customer’ (obtained feedback – qualitative and quantitative)?
<--- Score
34. Are customer(s) identified and segmented according to their different needs and requirements?
<--- Score
35. What outsource services will you require?
<--- Score
36. What are the compelling stakeholder reasons for embarking on Risk transfer?
<--- Score
37. Are different versions of process maps needed to account for the different types of inputs?
<--- Score
38. What are the rough order estimates on cost savings/opportunities that Risk transfer brings?
<--- Score
39. When are meeting minutes sent out? Who is on the distribution list?
<--- Score
40. Is data collected and displayed to better understand customer(s) critical needs and requirements.
<--- Score
41. Are team charters developed?
<--- Score
42. What customer feedback methods were used to solicit their input?
<--- Score
43. What key stakeholder process output measure(s) does Risk transfer leverage and how?
<--- Score
44. How can insurance-related resilience-building be defined?
<--- Score
45. Has the Risk transfer work been fairly and/or equitably divided and delegated among team members who are qualified and capable to perform the work? Has everyone contributed?
<--- Score
46. Have the customer needs been translated into specific, measurable requirements? How?
<--- Score
47. Is full participation by members in regularly held team meetings guaranteed?
<--- Score
48. Are customers identified and high impact areas defined?
<--- Score
49. Is the work to date meeting requirements?
<--- Score
50. Is there a completed SIPOC representation, describing the Suppliers, Inputs, Process, Outputs, and Customers?
<--- Score
51. When is the estimated completion date?
<--- Score
52. What specifically is the problem? Where does it occur? When does it occur? What is its extent?
<--- Score
53. Do the problem and goal statements meet the SMART criteria (specific, measurable, attainable, relevant, and time-bound)?
<--- Score
54. Are improvement team members fully trained on Risk transfer?
<--- Score
55. Are there any constraints known that bear on the ability to perform Risk transfer work? How is the team addressing them?
<--- Score
56. How often are the team meetings?
<--- Score
57. Will team members regularly document their Risk transfer work?
<--- Score
58. Is there a critical path to deliver Risk transfer results?
<--- Score
59. How will the Risk transfer team and the group measure complete success of Risk transfer?
<--- Score
60. What types of insurance should be required?
<--- Score
61. What are the dynamics of the communication plan?
<--- Score
62. What are the requirements for licensing reinsurance companies and what sanctions are relevant for supervisory action in a situation of doubtful fit and proper outcomes?
<--- Score
63. Is there timely reimbursement of covered losses from the reinsurer (at least quarterly in most cases)?
<--- Score
64. How are requirements being extended to subcontractors?
<--- Score
65. How do you keep key subject matter experts in the loop?
<--- Score
66. What are the boundaries of the scope? What is in bounds and what is not? What is the start point? What is the stop point?
<--- Score
67. Has a high-level ‘as is’ process map been completed, verified and validated?
<--- Score
68. When is/was the Risk transfer start date?
<--- Score
69. What constraints exist that might impact the team?
<--- Score
70. Are stakeholder processes mapped?
<--- Score
71. Has everyone on the team, including the team leaders, been properly trained?
<--- Score
72. Should you require that contractors provide proof of terrorism coverage in insurance programs?
<--- Score
73. What would be the goal or target for a Risk transfer’s improvement team?
<--- Score
74. What critical content must be communicated – who, what, when, where, and how?
<--- Score
75. Is the team sponsored by a champion or stakeholder leader?
<--- Score
76. Has anyone else (internal or external to the group) attempted to solve this problem or a similar one before? If so, what knowledge can be leveraged from these previous efforts?
<--- Score
77. Will team members perform Risk transfer work when assigned and in a timely fashion?
<--- Score
78. What baselines are required to be defined and managed?
<--- Score
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 Risk transfer Index at the beginning of the Self-Assessment.
