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 Inclusion Scorecard on the second next page of the Self-Assessment.
Your completed Financial Inclusion Scorecard will give you a clear presentation of which Financial Inclusion areas need attention.
Financial Inclusion
Scorecard Example
Example of how the finalized Scorecard can look like:
Financial Inclusion
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 Inclusion
Scorecard Example12
Financial Inclusion
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:73
CRITERION #6: CONTROL:89
CRITERION #7: SUSTAIN:101
Financial Inclusion and Managing Projects, Criteria for Project Managers:127
1.0 Initiating Process Group: Financial Inclusion128
1.1 Project Charter: Financial Inclusion130
1.2 Stakeholder Register: Financial Inclusion132
1.3 Stakeholder Analysis Matrix: Financial Inclusion133
2.0 Planning Process Group: Financial Inclusion135
2.1 Project Management Plan: Financial Inclusion137
2.2 Scope Management Plan: Financial Inclusion139
2.3 Requirements Management Plan: Financial Inclusion141
2.4 Requirements Documentation: Financial Inclusion144
2.5 Requirements Traceability Matrix: Financial Inclusion146
2.6 Project Scope Statement: Financial Inclusion148
2.7 Assumption and Constraint Log: Financial Inclusion150
2.8 Work Breakdown Structure: Financial Inclusion152
2.9 WBS Dictionary: Financial Inclusion154
2.10 Schedule Management Plan: Financial Inclusion157
2.11 Activity List: Financial Inclusion159
2.12 Activity Attributes: Financial Inclusion161
2.13 Milestone List: Financial Inclusion163
2.14 Network Diagram: Financial Inclusion165
2.15 Activity Resource Requirements: Financial Inclusion167
2.16 Resource Breakdown Structure: Financial Inclusion169
2.17 Activity Duration Estimates: Financial Inclusion171
2.18 Duration Estimating Worksheet: Financial Inclusion173
2.19 Project Schedule: Financial Inclusion175
2.20 Cost Management Plan: Financial Inclusion177
2.21 Activity Cost Estimates: Financial Inclusion179
2.22 Cost Estimating Worksheet: Financial Inclusion181
2.23 Cost Baseline: Financial Inclusion183
2.24 Quality Management Plan: Financial Inclusion185
2.25 Quality Metrics: Financial Inclusion187
2.26 Process Improvement Plan: Financial Inclusion189
2.27 Responsibility Assignment Matrix: Financial Inclusion191
2.28 Roles and Responsibilities: Financial Inclusion193
2.29 Human Resource Management Plan: Financial Inclusion195
2.30 Communications Management Plan: Financial Inclusion197
2.31 Risk Management Plan: Financial Inclusion199
2.32 Risk Register: Financial Inclusion201
2.33 Probability and Impact Assessment: Financial Inclusion203
2.34 Probability and Impact Matrix: Financial Inclusion205
2.35 Risk Data Sheet: Financial Inclusion207
2.36 Procurement Management Plan: Financial Inclusion209
2.37 Source Selection Criteria: Financial Inclusion211
2.38 Stakeholder Management Plan: Financial Inclusion213
2.39 Change Management Plan: Financial Inclusion215
3.0
