Gerardus Blokdyk

Financial Health Management A Complete Guide - 2020 Edition


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goal statements, scope, milestones, roles and responsibilities, communication plan?

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      8. Has the Financial Health Management work been fairly and/or equitably divided and delegated among team members who are qualified and capable to perform the work? Has everyone contributed?

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      9. What are the core elements of the Financial Health Management business case?

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      10. Is data collected and displayed to better understand customer(s) critical needs and requirements.

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      11. How do you keep key subject matter experts in the loop?

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      12. How does the Financial Health Management manager ensure against scope creep?

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      13. Have the customer needs been translated into specific, measurable requirements? How?

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      14. How and when will the baselines be defined?

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      15. What are the tasks and definitions?

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      16. Have all of the relationships been defined properly?

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      17. What are the dynamics of the communication plan?

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      18. Are the Financial Health Management requirements complete?

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      19. Are there any constraints known that bear on the ability to perform Financial Health Management work? How is the team addressing them?

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      20. What was the context?

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      21. How is the team tracking and documenting its work?

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      22. How are consistent Financial Health Management definitions important?

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      23. Has the direction changed at all during the course of Financial Health Management? If so, when did it change and why?

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      24. What are the boundaries of the scope? What is in bounds and what is not? What is the start point? What is the stop point?

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      25. What are the Financial Health Management tasks and definitions?

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      26. Does the scope remain the same?

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      27. Who is gathering Financial Health Management information?

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      28. What knowledge or experience is required?

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      29. What is the scope of Financial Health Management?

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      30. Are there different segments of customers?

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      31. Is there a completed, verified, and validated high-level ‘as is’ (not ‘should be’ or ‘could be’) stakeholder process map?

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      32. What key stakeholder process output measure(s) does Financial Health Management leverage and how?

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      33. How do you manage scope?

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      34. What is the scope?

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      35. What scope do you want your strategy to cover?

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      36. Is there a critical path to deliver Financial Health Management results?

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      37. Who is gathering information?

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      38. What intelligence can you gather?

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      39. Are task requirements clearly defined?

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      40. What Financial Health Management services do you require?

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      41. How do you manage unclear Financial Health Management requirements?

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      42. What is the scope of the Financial Health Management work?

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      43. How was the ‘as is’ process map developed, reviewed, verified and validated?

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      44. What sources do you use to gather information for a Financial Health Management study?

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      45. The political context: who holds power?

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      46. Are audit criteria, scope, frequency and methods defined?

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      47. What would be the goal or target for a Financial Health Management’s improvement team?

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      48. What are the record-keeping requirements of Financial Health Management activities?

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      49. Is the improvement team aware of the different versions of a process: what they think it is vs. what it actually is vs. what it should be vs. what it could be?

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      50. How would you define Financial Health Management leadership?

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      51. Is there regularly 100% attendance at the team meetings? If not, have appointed substitutes attended to preserve cross-functionality and full representation?

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      52. Are approval levels defined for contracts and supplements to contracts?

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      53. Is the current ‘as is’ process being followed? If not, what are the discrepancies?

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      54. Has/have the customer(s) been identified?

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      55. What are the requirements for audit information?

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      56. How can the value of Financial Health Management be defined?

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      57. How have you defined all Financial Health Management requirements first?

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      58. How will the Financial Health Management team and the group measure complete success of Financial Health Management?

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      59. Scope of sensitive information?

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      60. Why are you doing Financial Health Management and what is the scope?

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      61. Has everyone on the team, including the team leaders, been properly trained?

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