Читать книгу Bank As A Service 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 did the Bank as a Service manager receive input to the development of a Bank as a Service improvement plan and the estimated completion dates/times of each activity?
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2. How does the Bank as a Service manager ensure against scope creep?
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3. What is a worst-case scenario for losses?
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4. What are the Bank as a Service tasks and definitions?
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5. How was the ‘as is’ process map developed, reviewed, verified and validated?
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6. Are audit criteria, scope, frequency and methods defined?
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7. Are there any constraints known that bear on the ability to perform Bank as a Service work? How is the team addressing them?
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8. What information do you gather?
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9. Who approved the Bank as a Service scope?
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10. What are the dynamics of the communication plan?
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11. Has a team charter been developed and communicated?
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12. What happens if Bank as a Service’s scope changes?
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13. Is there a completed, verified, and validated high-level ‘as is’ (not ‘should be’ or ‘could be’) stakeholder process map?
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14. Is the scope of Bank as a Service defined?
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15. How would you define Bank as a Service leadership?
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16. Are the Bank as a Service requirements complete?
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17. What are the Bank as a Service use cases?
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18. Is the Bank as a Service scope manageable?
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19. What information should you gather?
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20. Do you have a Bank as a Service success story or case study ready to tell and share?
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21. Where can you gather more information?
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22. Are resources adequate for the scope?
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23. How do you manage unclear Bank as a Service requirements?
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24. What are the core elements of the Bank as a Service business case?
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25. Does the team have regular meetings?
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26. Are customer(s) identified and segmented according to their different needs and requirements?
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27. Are task requirements clearly defined?
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28. What Bank as a Service services do you require?
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29. How is the team tracking and documenting its work?
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30. Has the improvement team collected the ‘voice of the customer’ (obtained feedback – qualitative and quantitative)?
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31. Has a high-level ‘as is’ process map been completed, verified and validated?
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32. What sources do you use to gather information for a Bank as a Service study?
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33. Have specific policy objectives been defined?
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34. Is Bank as a Service currently on schedule according to the plan?
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35. 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?
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36. What are the compelling stakeholder reasons for embarking on Bank as a Service?
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37. Do the problem and goal statements meet the SMART criteria (specific, measurable, attainable, relevant, and time-bound)?
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38. How are consistent Bank as a Service definitions important?
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39. Is Bank as a Service required?
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40. Is scope creep really all bad news?
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41. How do you gather the stories?
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42. What is the definition of Bank as a Service excellence?
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43. What sort of initial information to gather?
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44. What are (control) requirements for Bank as a Service Information?
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45. Is data collected and displayed to better understand customer(s) critical needs and requirements.
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46. How have you defined all Bank as a Service requirements first?
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47. How do you keep key subject matter experts in the loop?
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48. 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?
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49. What is the scope of Bank as a Service?
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50. Are roles and responsibilities formally defined?
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51. How can the value of Bank as a Service be defined?
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52. Has a Bank as a Service requirement not been met?
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53. Is there a Bank as a Service management charter, including stakeholder case, problem and goal statements, scope, milestones, roles and responsibilities, communication plan?
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54. Who is gathering information?
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55. What are the record-keeping requirements of Bank as a Service activities?
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56. Is there a completed SIPOC representation, describing the Suppliers, Inputs, Process, Outputs, and Customers?
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57. When is the estimated completion date?
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58. What intelligence can you gather?
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59. What is out-of-scope initially?
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60. How do you hand over Bank as a Service context?
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61. Is there a clear Bank as a Service case definition?
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62. How will the Bank as a Service team and the group measure complete success of Bank as a Service?
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63. When are meeting minutes sent out? Who is on the distribution list?
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64. What scope to assess?
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65. What baselines are required to be defined and managed?
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66. 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?
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67. What is the scope of the Bank as a Service work?
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68. Are accountability and ownership for Bank as a Service clearly defined?
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69. What customer feedback methods were used to solicit their input?
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70. What is the worst case scenario?
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71. What constraints exist that might impact the team?
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72. Has a project plan, Gantt chart, or similar been developed/completed?
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73. What are the rough order estimates on cost savings/opportunities that Bank as a Service brings?
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74. Why are you doing Bank as a Service and what is the scope?
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75. What defines best in class?
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76. What system do you use for gathering Bank as a Service information?
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77. What gets examined?
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78. What is the scope of the Bank as a Service effort?
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79. Is the current ‘as is’ process being followed? If not, what are the discrepancies?
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80. Do you have organizational privacy requirements?
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81. Are all requirements met?
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82. Are the Bank as a Service requirements testable?
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83. What was the context?
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84. How do you manage scope?
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85. What specifically is the problem? Where does it occur? When does it occur? What is its extent?
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86. What is out of scope?
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87. Has the direction changed at all during the course of Bank as a Service? If so, when did it change and why?
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88. Do you all define Bank as a Service in the same way?
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89. Has/have the customer(s) been identified?
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90. When is/was the Bank as a Service start date?
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91. Is the Bank as a Service scope complete and appropriately sized?
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92. Is the team equipped with available and reliable resources?
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93. Is the work to date meeting requirements?
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94. How will variation in the actual durations of each activity be dealt with to ensure that the expected Bank as a Service results are met?
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95. What is the definition of success?
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96. What scope do you want your strategy to cover?
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97. Has the Bank as a Service work been fairly and/or equitably divided and delegated among team members who are qualified and capable to perform the work? Has everyone contributed?
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98. What Bank as a Service requirements should be gathered?
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99. How often are the team meetings?
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100. What are the requirements for audit information?
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101. Will team members regularly document their Bank as a Service work?
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102. What would be the goal or target for a Bank as a Service’s improvement team?
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103. What is in the scope and what is not in scope?
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104. Is the team adequately staffed with the desired cross-functionality? If not, what additional resources are available to the team?
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105. What is in scope?
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106. Will a Bank as a Service production readiness review be required?
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107. How do you manage changes in Bank as a Service requirements?
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108. What are the tasks and definitions?
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109. Are different versions of process maps needed to account for the different types of inputs?
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110. How do you gather requirements?
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111. Have all of the relationships been defined properly?
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112. Who is gathering Bank as a Service information?
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113. How do you think the partners involved in Bank as a Service would have defined success?
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114. If substitutes have been appointed, have they been briefed on the Bank as a Service goals and received regular communications as to the progress to date?
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115. Is it clearly defined in and to your organization what you do?
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116. What is the context?
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117. Have the customer needs been translated into specific, measurable requirements? How?
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118. What critical content must be communicated – who, what, when, where, and how?
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119. The political context: who holds power?
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120. Is there a critical path to deliver Bank as a Service results?
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121. How and when will the baselines be defined?
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122. Are there different segments of customers?
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123. Scope of sensitive information?
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124. Has everyone on the team, including the team leaders, been properly trained?
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125. Is there any additional Bank as a Service definition of success?
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126. Is special Bank as a Service user knowledge required?
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127. Who defines (or who defined) the rules and roles?
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128. How do you catch Bank as a Service definition inconsistencies?
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129. What key stakeholder process output measure(s) does Bank as a Service leverage and how?
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130. What are the Roles and Responsibilities for each team member and its leadership? Where is this documented?
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131. Does the scope remain the same?
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132. Is there regularly 100% attendance at the team meetings? If not, have appointed substitutes attended to preserve cross-functionality and full representation?
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133. Have all basic functions of Bank as a Service been defined?
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134. What knowledge or experience is required?
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135. Who are the Bank as a Service improvement team members, including Management Leads and Coaches?
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136. Is Bank as a Service linked to key stakeholder goals and objectives?
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137. How do you gather Bank as a Service requirements?
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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 Bank as a Service Index at the beginning of the Self-Assessment.
