Why the need?
<--- Score
76. Who else hopes to benefit from it?
<--- Score
77. How many trainings, in total, are needed?
<--- Score
78. What needs to be done?
<--- Score
79. What problems are you facing and how do you consider Funds management will circumvent those obstacles?
<--- Score
80. Have you identified your Funds management key performance indicators?
<--- Score
81. What are the timeframes required to resolve each of the issues/problems?
<--- Score
82. What should be considered when identifying available resources, constraints, and deadlines?
<--- Score
83. What does Funds management success mean to the stakeholders?
<--- Score
84. Did you miss any major Funds management issues?
<--- Score
85. What are your needs in relation to Funds management skills, labor, equipment, and markets?
<--- Score
86. What extra resources will you need?
<--- Score
87. How do you recognize an objection?
<--- Score
88. Are there recognized Funds management problems?
<--- Score
89. How are the Funds management’s objectives aligned to the group’s overall stakeholder strategy?
<--- Score
90. Are problem definition and motivation clearly presented?
<--- Score
91. Which issues are too important to ignore?
<--- Score
92. Is the need for organizational change recognized?
<--- Score
93. Would you recognize a threat from the inside?
<--- Score
94. How are you going to measure success?
<--- Score
95. Who are your key stakeholders who need to sign off?
<--- Score
96. What would happen if Funds management weren’t done?
<--- Score
97. What needs to stay?
<--- Score
98. When a Funds management manager recognizes a problem, what options are available?
<--- Score
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 Funds management 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. What are the Roles and Responsibilities for each team member and its leadership? Where is this documented?
<--- Score
2. Is there a clear Funds management case definition?
<--- Score
3. Has the Funds 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?
<--- Score
4. Are the Funds management requirements testable?
<--- Score
5. How are consistent Funds management definitions important?
<--- Score
6. What is in scope?
<--- Score
7. Have specific policy objectives been defined?
<--- Score
8. Is there a critical path to deliver Funds management results?
<--- Score
9. What is the scope of the Funds management effort?
<--- Score
10. What is the scope of the Funds management work?
<--- Score
11. Do you have a Funds management success story or case study ready to tell and share?
<--- Score
12. 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?
<--- Score
13. How have you defined all Funds management requirements first?
<--- Score
14. Who are the Funds management improvement team members, including Management Leads and Coaches?
<--- Score
15. Are task requirements clearly defined?
<--- Score
16. Does the scope remain the same?
<---
