my belief,the answer to this question is clearly defined’.
There are two ways in which you can choose to interpret this statement;
1.how aware are you that the answer to the question is clearly defined
2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.
A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.
After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and 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
