of the Self-Assessment.
Your completed Risk Transfer Scorecard will give you a clear presentation of which Risk Transfer areas need attention.
Risk Transfer
Scorecard Example
Example of how the finalized Scorecard can look like:
Risk Transfer
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
Risk Transfer
Scorecard Example12
Risk Transfer
Scorecard13
BEGINNING OF THE
SELF-ASSESSMENT:14
CRITERION #1: RECOGNIZE15
CRITERION #2: DEFINE:24
CRITERION #3: MEASURE:35
CRITERION #4: ANALYZE:45
CRITERION #5: IMPROVE:53
CRITERION #6: CONTROL:79
CRITERION #7: SUSTAIN:89
Risk Transfer and Managing Projects, Criteria for Project Managers:125
1.0 Initiating Process Group: Risk Transfer126
1.1 Project Charter: Risk Transfer128
1.2 Stakeholder Register: Risk Transfer130
1.3 Stakeholder Analysis Matrix: Risk Transfer131
2.0 Planning Process Group: Risk Transfer133
2.1 Project Management Plan: Risk Transfer135
2.2 Scope Management Plan: Risk Transfer137
2.3 Requirements Management Plan: Risk Transfer139
2.4 Requirements Documentation: Risk Transfer141
2.5 Requirements Traceability Matrix: Risk Transfer143
2.6 Project Scope Statement: Risk Transfer145
2.7 Assumption and Constraint Log: Risk Transfer147
2.8 Work Breakdown Structure: Risk Transfer149
2.9 WBS Dictionary: Risk Transfer151
2.10 Schedule Management Plan: Risk Transfer153
2.11 Activity List: Risk Transfer155
2.12 Activity Attributes: Risk Transfer157
2.13 Milestone List: Risk Transfer159
2.14 Network Diagram: Risk Transfer161
2.15 Activity Resource Requirements: Risk Transfer163
2.16 Resource Breakdown Structure: Risk Transfer165
2.17 Activity Duration Estimates: Risk Transfer167
2.18 Duration Estimating Worksheet: Risk Transfer170
2.19 Project Schedule: Risk Transfer172
2.20 Cost Management Plan: Risk Transfer174
2.21 Activity Cost Estimates: Risk Transfer176
2.22 Cost Estimating Worksheet: Risk Transfer178
2.23 Cost Baseline: Risk Transfer180
2.24 Quality Management Plan: Risk Transfer182
2.25 Quality Metrics: Risk Transfer184
2.26 Process Improvement Plan: Risk Transfer186
2.27 Responsibility Assignment Matrix: Risk Transfer188
2.28 Roles and Responsibilities: Risk Transfer190
2.29 Human Resource Management Plan: Risk Transfer192
2.30 Communications Management Plan: Risk Transfer194
2.31 Risk Management Plan: Risk Transfer196
2.32 Risk Register: Risk Transfer198
2.33 Probability and Impact Assessment: Risk Transfer200
2.34 Probability and Impact Matrix: Risk Transfer202
2.35 Risk Data Sheet: Risk Transfer204
2.36 Procurement Management Plan: Risk Transfer206
2.37 Source Selection Criteria: Risk Transfer208
2.38 Stakeholder Management Plan: Risk Transfer210
2.39 Change Management Plan: Risk Transfer212
3.0 Executing Process Group: Risk Transfer214
3.1 Team Member Status Report: Risk Transfer216
3.2 Change Request: Risk Transfer218
3.3 Change Log: Risk Transfer220
3.4 Decision Log: Risk Transfer222
3.5 Quality Audit: Risk Transfer224
3.6 Team Directory: Risk Transfer227
3.7 Team Operating Agreement: Risk Transfer229
3.8 Team Performance Assessment: Risk Transfer231
3.9 Team Member Performance Assessment: Risk Transfer233
3.10 Issue Log: Risk Transfer235
4.0 Monitoring and Controlling Process Group: Risk Transfer237
4.1 Project Performance Report: Risk Transfer239
4.2 Variance Analysis: Risk Transfer241
4.3 Earned Value Status: Risk Transfer243
4.4 Risk Audit: Risk Transfer245
4.5 Contractor Status Report: Risk Transfer247
4.6 Formal Acceptance: Risk Transfer249
5.0 Closing Process Group: Risk Transfer251
5.1 Procurement Audit: Risk Transfer253
5.2 Contract Close-Out: Risk Transfer255
5.3 Project or Phase Close-Out: Risk Transfer257
5.4 Lessons Learned: Risk Transfer259
Index261
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 Strongly Disagree
1. What can the market expect and what further issues need to be resolved?
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2. Does the value of claims correlate with the number of claims (independency issue)?
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3. What key attributes and capabilities will future insurance leaders need to have to succeed?
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4. Can management personnel recognize the monetary benefit of Risk transfer?
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