round to the nearest tenth. Then transfer to the corresponding spoke in the Financial Health Management Scorecard on the second next page of the Self-Assessment.
Your completed Financial Health Management Scorecard will give you a clear presentation of which Financial Health Management areas need attention.
Financial Health Management
Scorecard Example
Example of how the finalized Scorecard can look like:
Financial Health Management
Scorecard
Your Scores:
BEGINNING OF THE
SELF-ASSESSMENT:
Table of Contents
About The Art of Service8
Included Resources - how to access8
Purpose of this Self-Assessment10
How to use the Self-Assessment11
Financial Health Management
Scorecard Example13
Financial Health Management
Scorecard14
BEGINNING OF THE
SELF-ASSESSMENT:15
CRITERION #1: RECOGNIZE16
CRITERION #2: DEFINE:28
CRITERION #3: MEASURE:45
CRITERION #4: ANALYZE:59
CRITERION #5: IMPROVE:75
CRITERION #6: CONTROL:91
CRITERION #7: SUSTAIN:104
Financial Health Management and Managing Projects, Criteria for Project Managers:129
1.0 Initiating Process Group: Financial Health Management130
1.1 Project Charter: Financial Health Management132
1.2 Stakeholder Register: Financial Health Management134
1.3 Stakeholder Analysis Matrix: Financial Health Management135
2.0 Planning Process Group: Financial Health Management137
2.1 Project Management Plan: Financial Health Management139
2.2 Scope Management Plan: Financial Health Management141
2.3 Requirements Management Plan: Financial Health Management143
2.4 Requirements Documentation: Financial Health Management145
2.5 Requirements Traceability Matrix: Financial Health Management147
2.6 Project Scope Statement: Financial Health Management149
2.7 Assumption and Constraint Log: Financial Health Management151
2.8 Work Breakdown Structure: Financial Health Management153
2.9 WBS Dictionary: Financial Health Management155
2.10 Schedule Management Plan: Financial Health Management158
2.11 Activity List: Financial Health Management160
2.12 Activity Attributes: Financial Health Management162
2.13 Milestone List: Financial Health Management164
2.14 Network Diagram: Financial Health Management166
2.15 Activity Resource Requirements: Financial Health Management168
2.16 Resource Breakdown Structure: Financial Health Management170
2.17 Activity Duration Estimates: Financial Health Management172
2.18 Duration Estimating Worksheet: Financial Health Management175
2.19 Project Schedule: Financial Health Management177
2.20 Cost Management Plan: Financial Health Management179
2.21 Activity Cost Estimates: Financial Health Management181
2.22 Cost Estimating Worksheet: Financial Health Management183
2.23 Cost Baseline: Financial Health Management185
2.24 Quality Management Plan: Financial Health Management187
2.25 Quality Metrics: Financial Health Management189
2.26 Process Improvement Plan: Financial Health Management191
2.27 Responsibility Assignment Matrix: Financial Health Management193
2.28 Roles and Responsibilities: Financial Health Management195
2.29 Human Resource Management Plan: Financial Health Management197
2.30 Communications Management Plan: Financial Health Management199
2.31 Risk Management Plan: Financial Health Management201
2.32 Risk Register: Financial Health Management203
2.33 Probability and Impact Assessment: Financial Health Management205
2.34 Probability and Impact Matrix: Financial Health Management207
2.35 Risk Data Sheet: Financial Health Management209
2.36 Procurement Management Plan: Financial Health Management211
2.37 Source Selection Criteria: Financial Health Management213
2.38 Stakeholder Management Plan: Financial Health Management215
2.39 Change Management Plan: Financial Health Management217
3.0 Executing Process Group: Financial Health Management219
3.1 Team Member Status Report: Financial Health Management221
3.2 Change Request: Financial Health Management223
3.3 Change Log: Financial Health Management225
3.4 Decision Log: Financial Health Management227
3.5 Quality Audit: Financial Health Management229
3.6 Team Directory: Financial Health Management232
3.7 Team Operating Agreement: Financial Health Management234
3.8 Team Performance Assessment: Financial Health Management236
3.9 Team Member Performance Assessment: Financial Health Management238
3.10 Issue Log: Financial Health Management240
4.0 Monitoring and Controlling Process Group: Financial Health Management242
4.1 Project Performance Report: Financial Health Management244
4.2 Variance Analysis: Financial Health Management246
4.3 Earned Value Status: Financial Health Management248
4.4 Risk Audit: Financial Health Management250
4.5 Contractor Status Report: Financial Health Management252
4.6 Formal Acceptance: Financial Health Management254
5.0 Closing Process Group: Financial Health Management256
5.1 Procurement Audit: Financial Health Management258
5.2 Contract Close-Out: Financial Health Management260
5.3 Project or Phase Close-Out: Financial Health Management262
5.4 Lessons Learned: Financial Health Management264
Index266
CRITERION #1: RECOGNIZE
INTENT: Be aware of the need for change. Recognize that there is an unfavorable