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 Funds Management Scorecard on the second next page of the Self-Assessment.
Your completed Funds Management Scorecard will give you a clear presentation of which Funds Management areas need attention.
Funds Management
Scorecard Example
Example of how the finalized Scorecard can look like:
Funds Management
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
Funds Management
Scorecard Example12
Funds Management
Scorecard13
BEGINNING OF THE
SELF-ASSESSMENT:14
CRITERION #1: RECOGNIZE15
CRITERION #2: DEFINE:27
CRITERION #3: MEASURE:42
CRITERION #4: ANALYZE:57
CRITERION #5: IMPROVE:73
CRITERION #6: CONTROL:89
CRITERION #7: SUSTAIN:101
Funds Management and Managing Projects, Criteria for Project Managers:125
1.0 Initiating Process Group: Funds Management126
1.1 Project Charter: Funds Management128
1.2 Stakeholder Register: Funds Management130
1.3 Stakeholder Analysis Matrix: Funds Management131
2.0 Planning Process Group: Funds Management133
2.1 Project Management Plan: Funds Management135
2.2 Scope Management Plan: Funds Management137
2.3 Requirements Management Plan: Funds Management140
2.4 Requirements Documentation: Funds Management142
2.5 Requirements Traceability Matrix: Funds Management144
2.6 Project Scope Statement: Funds Management146
2.7 Assumption and Constraint Log: Funds Management148
2.8 Work Breakdown Structure: Funds Management150
2.9 WBS Dictionary: Funds Management152
2.10 Schedule Management Plan: Funds Management154
2.11 Activity List: Funds Management156
2.12 Activity Attributes: Funds Management158
2.13 Milestone List: Funds Management160
2.14 Network Diagram: Funds Management162
2.15 Activity Resource Requirements: Funds Management164
2.16 Resource Breakdown Structure: Funds Management166
2.17 Activity Duration Estimates: Funds Management168
2.18 Duration Estimating Worksheet: Funds Management170
2.19 Project Schedule: Funds Management172
2.20 Cost Management Plan: Funds Management174
2.21 Activity Cost Estimates: Funds Management176
2.22 Cost Estimating Worksheet: Funds Management178
2.23 Cost Baseline: Funds Management180
2.24 Quality Management Plan: Funds Management182
2.25 Quality Metrics: Funds Management184
2.26 Process Improvement Plan: Funds Management186
2.27 Responsibility Assignment Matrix: Funds Management188
2.28 Roles and Responsibilities: Funds Management190
2.29 Human Resource Management Plan: Funds Management192
2.30 Communications Management Plan: Funds Management194
2.31 Risk Management Plan: Funds Management196
2.32 Risk Register: Funds Management198
2.33 Probability and Impact Assessment: Funds Management200
2.34 Probability and Impact Matrix: Funds Management202
2.35 Risk Data Sheet: Funds Management204
2.36 Procurement Management Plan: Funds Management206
2.37 Source Selection Criteria: Funds Management208
2.38 Stakeholder Management Plan: Funds Management210
2.39 Change Management Plan: Funds Management212
3.0 Executing Process Group: Funds Management214
3.1 Team
