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 Executing Process Group: Financial Inclusion217
3.1 Team Member Status Report: Financial Inclusion219
3.2 Change Request: Financial Inclusion221
3.3 Change Log: Financial Inclusion223
3.4 Decision Log: Financial Inclusion225
3.5 Quality Audit: Financial Inclusion227
3.6 Team Directory: Financial Inclusion230
3.7 Team Operating Agreement: Financial Inclusion232
3.8 Team Performance Assessment: Financial Inclusion234
3.9 Team Member Performance Assessment: Financial Inclusion236
3.10 Issue Log: Financial Inclusion238
4.0 Monitoring and Controlling Process Group: Financial Inclusion240
4.1 Project Performance Report: Financial Inclusion242
4.2 Variance Analysis: Financial Inclusion244
4.3 Earned Value Status: Financial Inclusion246
4.4 Risk Audit: Financial Inclusion248
4.5 Contractor Status Report: Financial Inclusion250
4.6 Formal Acceptance: Financial Inclusion252
5.0 Closing Process Group: Financial Inclusion254
5.1 Procurement Audit: Financial Inclusion256
5.2 Contract Close-Out: Financial Inclusion258
5.3 Project or Phase Close-Out: Financial Inclusion260
5.4 Lessons Learned: Financial Inclusion262
Index264
CRITERION #1: RECOGNIZE
INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.
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 needs to be done?
<--- Score
2. Did you miss any major Financial