Are customer(s) identified and segmented according to their different needs and requirements?
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103. What specifically is the problem? Where does it occur? When does it occur? What is its extent?
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104. How have you defined all Financial inclusion requirements first?
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105. Are task requirements clearly defined?
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106. What sources do you use to gather information for a Financial inclusion study?
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107. What is the definition of success?
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108. What key stakeholder process output measure(s) does Financial inclusion leverage and how?
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109. How do you manage scope?
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110. Who defines (or who defined) the rules and roles?
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111. How do you build the right business case?
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112. What are the Financial inclusion use cases?
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113. Is the current ‘as is’ process being followed? If not, what are the discrepancies?
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114. What are the Financial inclusion tasks and definitions?
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115. What is the scope?
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116. What would be the goal or target for a Financial inclusion’s improvement team?
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117. How do you think the partners involved in Financial inclusion would have defined success?
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118. When are meeting minutes sent out? Who is on the distribution list?
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119. What are the rough order estimates on cost savings/opportunities that Financial inclusion brings?
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120. Have all basic functions of Financial inclusion been defined?
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121. When is/was the Financial inclusion start date?
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122. What are (control) requirements for Financial inclusion Information?
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123. Have the customer needs been translated into specific, measurable requirements? How?
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124. Do you have a Financial inclusion success story or case study ready to tell and share?
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125. What critical content must be communicated – who, what, when, where, and how?
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126. What are the Roles and Responsibilities for each team member and its leadership? Where is this documented?
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127. How will the Financial inclusion team and the group measure complete success of Financial inclusion?
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128. What gets examined?
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129. Is there a critical path to deliver Financial inclusion results?
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130. Has everyone on the team, including the team leaders, been properly trained?
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131. If substitutes have been appointed, have they been briefed on the Financial inclusion goals and received regular communications as to the progress to date?
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132. Why are you doing Financial inclusion and what is the scope?
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133. Is special Financial inclusion user knowledge required?
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134. Is the team adequately staffed with the desired cross-functionality? If not, what additional resources are available to the team?
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135. What customer feedback methods were used to solicit their input?
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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 Financial inclusion Index at the beginning of the Self-Assessment.
CRITERION #3: MEASURE:
INTENT: Gather the correct data. Measure the current performance and evolution of the situation.
In my belief, the answer to this question is clearly defined:
5 Strongly Agree
4 Agree
3 Neutral
2 Disagree
1 Strongly Disagree
1. Is the solution cost-effective?
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2. How do you verify and develop ideas and innovations?
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3. What would be a real cause for concern?
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4. Do you have any cost Financial inclusion limitation requirements?
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5.
