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