Assets under Management Toolkit
Save time, empower your teams and effectively upgrade your processes with access to this practical Assets under Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Assets under Management related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Assets under Management specific requirements:
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STEP 1: Get your bearings
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Start with...
* The latest quick edition of the Assets under Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the....
* Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
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STEP 2: Set concrete goals, tasks, dates and numbers you can track
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Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Assets under Management improvements can be made.
Examples; 10 of the 999 standard requirements:
* What, for practical purposes, should your organization be doing either to get into derivatives on a safe basis or to find an investment manager who really understands all of the implications?
* Does your organization have processes to share common site risk vulnerabilities and threat scenarios with peer groups to understand interdependencies and ensure common risks are understood?
* What characteristics or metrics are most appropriate to determine if an asset is illiquid and should be subject to guidance related to open ended funds investment in illiquid assets?
* Can the value of surplus/underperforming assets be unlocked to free up needed money to support new or renewed infrastructure needs, without asking the public for a lot of new money?
* How do you get the flexibility and other advantages of cloud computing while complying with strict governance rules and keeping the management of your IT assets under your control?
* How do you manage personal and corporate devices under a unified security policy that protects organizational assets, while providing flexibility for personal use?
* Do departments have the tools and flexibility needed to evaluate transportation plans and programs to understand the outcomes of packages of investment decisions?
* What investment will be needed to keep pace with technological change where all information, regulatory or otherwise, becomes cloud based and real time?
* Which type of compensation scheme will work in the future, where the workforce is more mobile, diverse and driven by personal outcomes and preferences?
* How should suspicious activity involving variable insurance products funded by separate accounts that meet the definition of a mutual fund be reported?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
* The workbook is the latest in-depth complete edition of the Assets under Management book in PDF containing 999 requirements, which criteria correspond to the criteria in...
Your Assets under Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
* The Self-Assessment Excel Dashboard; with the Assets under Management Self-Assessment and Scorecard you will develop a clear picture of which Assets under Management areas need attention, which requirements you should focus on and who will be responsible for them:
* Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
* Gives you a professional Dashboard to guide and perform a thorough Assets under Management Self-Assessment
* Is secure: Ensures offline data protection of your Self-Assessment results
* Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
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STEP 3: Implement, Track, follow up and revise strategy
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The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Assets under Management projects with the 62 implementation resources:
* 62 step-by-step Assets under Management Project Management Form Templates covering over 1500 Assets under Management project requirements and success criteria:
Examples; 10 of the check box criteria:
* Risk Audit: Does your organization have a register of insurance policies detailing all current insurance policies?
* Project Charter: Where and how does the team fit within your organization structure?
* Initiating Process Group: Are stakeholders properly informed about the status of the Assets under Management project?
* Requirements Management Plan: Controlling Assets under Management project requirements involves monitoring the status of the Assets under Management project requirements and managing changes to the requirements. Who is responsible for monitoring and tracking the Assets under Management project requirements?
* Responsibility Assignment Matrix: Do all the identified groups or people really need to be consulted?
* Lessons Learned: Was there enough support – guidance, clerical support, training?
* Quality Audit: Will the evidence likely be sufficient and appropriate?
* Probability and Impact Matrix: How carefully have the potential competitors been identified?
* Cost Management Plan: Have the key elements of a coherent Assets under Management project management strategy been established?
* Activity Duration Estimates: How does poking fun at technical professionals communications skills impact the industry and educational programs?
Step-by-step and complete Assets under Management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
* 1.1 Assets under Management project Charter
* 1.2 Stakeholder Register
* 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
* 2.1 Assets under Management project Management Plan
* 2.2 Scope Management Plan
* 2.3 Requirements Management Plan
* 2.4 Requirements Documentation
* 2.5 Requirements Traceability Matrix
* 2.6 Assets under Management project Scope Statement
* 2.7 Assumption and Constraint Log
* 2.8 Work Breakdown Structure
* 2.9 WBS Dictionary
* 2.10 Schedule Management Plan
* 2.11 Activity List
* 2.12 Activity Attributes
* 2.13 Milestone List
* 2.14 Network Diagram
* 2.15 Activity Resource Requirements
* 2.16 Resource Breakdown Structure
* 2.17 Activity Duration Estimates
* 2.18 Duration Estimating Worksheet
* 2.19 Assets under Management project Schedule
* 2.20 Cost Management Plan
* 2.21 Activity Cost Estimates
* 2.22 Cost Estimating Worksheet
* 2.23 Cost Baseline
* 2.24 Quality Management Plan
* 2.25 Quality Metrics
* 2.26 Process Improvement Plan
* 2.27 Responsibility Assignment Matrix
* 2.28 Roles and Responsibilities
* 2.29 Human Resource Management Plan
* 2.30 Communications Management Plan
* 2.31 Risk Management Plan
* 2.32 Risk Register
* 2.33 Probability and Impact Assessment
* 2.34 Probability and Impact Matrix
* 2.35 Risk Data Sheet
* 2.36 Procurement Management Plan
* 2.37 Source Selection Criteria
* 2.38 Stakeholder Management Plan
* 2.39 Change Management Plan
3.0 Executing Process Group:
* 3.1 Team Member Status Report
* 3.2 Change Request
* 3.3 Change Log
* 3.4 Decision Log
* 3.5 Quality Audit
* 3.6 Team Directory
* 3.7 Team Operating Agreement
* 3.8 Team Performance Assessment
* 3.9 Team Member Performance Assessment
* 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
* 4.1 Assets under Management project Performance Report
* 4.2 Variance Analysis
* 4.3 Earned Value Status
* 4.4 Risk Audit
* 4.5 Contractor Status Report
* 4.6 Formal Acceptance
5.0 Closing Process Group:
* 5.1 Procurement Audit
* 5.2 Contract Close-Out
* 5.3 Assets under Management project or Phase Close-Out
* 5.4 Lessons Learned
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Results
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With this Three Step process you will have all the tools you need for any Assets under Management project with this in-depth Assets under Management Toolkit.
In using the Toolkit you will be better able to:
* Diagnose Assets under Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
* Implement evidence-based best practice strategies aligned with overall goals
* Integrate recent advances in Assets under Management and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Assets under Management investments work better.
This Assets under Management All-Inclusive Toolkit enables You to be that person.
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Includes lifetime updates
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Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.