Save time, empower your teams and effectively upgrade your processes with access to this practical Impact investing Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Impact investing related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Impact investing specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Impact investing Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals…
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 932 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Impact investing improvements can be made.
Examples; 10 of the 932 standard requirements:
- Do you have any supplemental information to add to this checklist?
- Is there any existing Impact investing governance structure?
- Are there any disadvantages to implementing Impact investing? There might be some that are less obvious?
- For estimation problems, how do you develop an estimation statement?
- An organizationally feasible system request is one that considers the mission, goals and objectives of the organization. key questions are: is the solution request practical and will it solve a problem or take advantage of an opportunity to achieve company goals?
- What are our best practices for minimizing Impact investing project risk, while demonstrating incremental value and quick wins throughout the Impact investing project lifecycle?
- What are the best opportunities for value improvement?
- What are measures?
- Are gaps between current performance and the goal performance identified?
- How does the organization define, manage, and improve its Impact investing processes?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Impact investing book in PDF containing 932 requirements, which criteria correspond to the criteria in…
Your Impact investing self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Impact investing Self-Assessment and Scorecard you will develop a clear picture of which Impact investing areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Impact investing Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Impact investing projects with the 62 implementation resources:
- 62 step-by-step Impact investing Project Management Form Templates covering over 6000 Impact investing project requirements and success criteria:
Examples; 10 of the check box criteria:
- Quality Management Plan: How does your organization maintain a safe and healthy work environment?
- Stakeholder Management Plan: Have Impact investing project management standards and procedures been established and documented?
- Lessons Learned: How well were your expectations met regarding the extent of your involvement in the Impact investing project (effort, time commitments, etc.)?
- Decision Log: How does an increasing emphasis on cost containment influence the strategies and tactics used?
- Responsibility Assignment Matrix: Does each activity-deliverable have exactly one Accountable responsibility, so that accountability is clear and decisions can be made quickly?
- Human Resource Management Plan: Is there a set of procedures defining the scope, procedures, and deliverables defining quality control?
- Cost Management Plan: Time management – How will the schedule impact of changes be estimated and approved?
- Activity Attributes: What activity do you think you should spend the most time on?
- Procurement Management Plan: How will you coordinate Procurement with aspects of the Impact investing project?
- Assumption and Constraint Log: Have Impact investing project management standards and procedures been established and documented?
Step-by-step and complete Impact investing Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Impact investing project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Impact investing project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Impact investing project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Impact investing project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Impact investing project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Impact investing project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Impact investing project with this in-depth Impact investing Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Impact investing projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Impact investing and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’
This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Impact investing investments work better.
This Impact investing All-Inclusive Toolkit enables You to be that person:
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.