Gerardus Blokdyk

Bank As A Service A Complete Guide - 2020 Edition


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Whom do you really need or want to serve?

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      61. Will Bank as a Service deliverables need to be tested and, if so, by whom?

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      62. Can management personnel recognize the monetary benefit of Bank as a Service?

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      63. What is the problem and/or vulnerability?

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      64. Which information does the Bank as a Service business case need to include?

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      65. Do you need to avoid or amend any Bank as a Service activities?

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      66. What creative shifts do you need to take?

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      67. What is the problem or issue?

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      68. Who needs to know about Bank as a Service?

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      69. What situation(s) led to this Bank as a Service Self Assessment?

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      70. As a sponsor, customer or management, how important is it to meet goals, objectives?

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      71. What Bank as a Service coordination do you need?

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      72. What needs to be done?

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      73. Do you know what you need to know about Bank as a Service?

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      74. Have you identified your Bank as a Service key performance indicators?

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      75. Are there regulatory / compliance issues?

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      76. How do you recognize an objection?

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      77. What prevents you from making the changes you know will make you a more effective Bank as a Service leader?

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      78. Do you need different information or graphics?

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      79. Which needs are not included or involved?

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      80. Consider your own Bank as a Service 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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      81. What Bank as a Service problem should be solved?

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      82. What extra resources will you need?

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      83. Is it needed?

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      84. What do you need to start doing?

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      85. 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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      86. Does your organization need more Bank as a Service education?

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      87. How are training requirements identified?

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      88. Are there Bank as a Service problems defined?

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      89. What do employees need in the short term?

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      90. Why is this needed?

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      91. What problems are you facing and how do you consider Bank as a Service will circumvent those obstacles?

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      92. What are the stakeholder objectives to be achieved with Bank as a Service?

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      93. How much are sponsors, customers, partners, stakeholders involved in Bank as a Service? In other words, what are the risks, if Bank as a Service does not deliver successfully?

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      94. Are problem definition and motivation clearly presented?

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      95. What are the timeframes required to resolve each of the issues/problems?

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      96. Are you dealing with any of the same issues today as yesterday? What can you do about this?

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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.

      CRITERION #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