to the corresponding spoke in the Financial Intelligence Scorecard on the second next page of the Self-Assessment.
Your completed Financial Intelligence Scorecard will give you a clear presentation of which Financial Intelligence areas need attention.
Financial Intelligence
Scorecard Example
Example of how the finalized Scorecard can look like:
Financial Intelligence
Scorecard
Your Scores:
BEGINNING OF THE
SELF-ASSESSMENT:
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
CRITERION #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