Читать книгу Financial Intelligence A Complete Guide - 2020 Edition - Gerardus Blokdyk - Страница 6

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 Intelligence

Scorecard Example12

Financial Intelligence

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:74

CRITERION #6: CONTROL:90

CRITERION #7: SUSTAIN:103

Financial Intelligence and Managing Projects, Criteria for Project Managers:128

1.0 Initiating Process Group: Financial Intelligence129

1.1 Project Charter: Financial Intelligence131

1.2 Stakeholder Register: Financial Intelligence133

1.3 Stakeholder Analysis Matrix: Financial Intelligence134

2.0 Planning Process Group: Financial Intelligence136

2.1 Project Management Plan: Financial Intelligence139

2.2 Scope Management Plan: Financial Intelligence141

2.3 Requirements Management Plan: Financial Intelligence143

2.4 Requirements Documentation: Financial Intelligence145

2.5 Requirements Traceability Matrix: Financial Intelligence147

2.6 Project Scope Statement: Financial Intelligence149

2.7 Assumption and Constraint Log: Financial Intelligence151

2.8 Work Breakdown Structure: Financial Intelligence153

2.9 WBS Dictionary: Financial Intelligence155

2.10 Schedule Management Plan: Financial Intelligence158

2.11 Activity List: Financial Intelligence160

2.12 Activity Attributes: Financial Intelligence162

2.13 Milestone List: Financial Intelligence164

2.14 Network Diagram: Financial Intelligence166

2.15 Activity Resource Requirements: Financial Intelligence168

2.16 Resource Breakdown Structure: Financial Intelligence170

2.17 Activity Duration Estimates: Financial Intelligence172

2.18 Duration Estimating Worksheet: Financial Intelligence174

2.19 Project Schedule: Financial Intelligence176

2.20 Cost Management Plan: Financial Intelligence178

2.21 Activity Cost Estimates: Financial Intelligence180

2.22 Cost Estimating Worksheet: Financial Intelligence182

2.23 Cost Baseline: Financial Intelligence184

2.24 Quality Management Plan: Financial Intelligence186

2.25 Quality Metrics: Financial Intelligence188

2.26 Process Improvement Plan: Financial Intelligence190

2.27 Responsibility Assignment Matrix: Financial Intelligence192

2.28 Roles and Responsibilities: Financial Intelligence194

2.29 Human Resource Management Plan: Financial Intelligence196

2.30 Communications Management Plan: Financial Intelligence198

2.31 Risk Management Plan: Financial Intelligence200

2.32 Risk Register: Financial Intelligence202

2.33 Probability and Impact Assessment: Financial Intelligence204

2.34 Probability and Impact Matrix: Financial Intelligence206

2.35 Risk Data Sheet: Financial Intelligence208

2.36 Procurement Management Plan: Financial Intelligence210

2.37 Source Selection Criteria: Financial Intelligence212

2.38 Stakeholder Management Plan: Financial Intelligence214

2.39 Change Management Plan: Financial Intelligence216

3.0 Executing Process Group: Financial Intelligence218

3.1 Team Member Status Report: Financial Intelligence220

3.2 Change Request: Financial Intelligence222

3.3 Change Log: Financial Intelligence224

3.4 Decision Log: Financial Intelligence226

3.5 Quality Audit: Financial Intelligence228

3.6 Team Directory: Financial Intelligence231

3.7 Team Operating Agreement: Financial Intelligence233

3.8 Team Performance Assessment: Financial Intelligence235

3.9 Team Member Performance Assessment: Financial Intelligence237

3.10 Issue Log: Financial Intelligence239

4.0 Monitoring and Controlling Process Group: Financial Intelligence241

4.1 Project Performance Report: Financial Intelligence243

4.2 Variance Analysis: Financial Intelligence245

4.3 Earned Value Status: Financial Intelligence247

4.4 Risk Audit: Financial Intelligence249

4.5 Contractor Status Report: Financial Intelligence251

4.6 Formal Acceptance: Financial Intelligence253

5.0 Closing Process Group: Financial Intelligence255

5.1 Procurement Audit: Financial Intelligence257

5.2 Contract Close-Out: Financial Intelligence259

5.3 Project or Phase Close-Out: Financial Intelligence261

5.4 Lessons Learned: Financial Intelligence263

Index265