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 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
