BEGINNING OF THE

      SELF-ASSESSMENT:

      Table of Contents

      About The Art of Service8

      Included Resources - how to access8

      Purpose of this Self-Assessment10

      How to use the Self-Assessment11

      Financial Health Management

      Scorecard Example13

      Financial Health Management

      Scorecard14

      BEGINNING OF THE

      SELF-ASSESSMENT:15

      CRITERION #1: RECOGNIZE16

      CRITERION #2: DEFINE:28

      CRITERION #3: MEASURE:45

      CRITERION #4: ANALYZE:59

      CRITERION #5: IMPROVE:75

      CRITERION #6: CONTROL:91

      CRITERION #7: SUSTAIN:104

      Financial Health Management and Managing Projects, Criteria for Project Managers:129

      1.0 Initiating Process Group: Financial Health Management130

      1.1 Project Charter: Financial Health Management132

      1.2 Stakeholder Register: Financial Health Management134

      1.3 Stakeholder Analysis Matrix: Financial Health Management135

      2.0 Planning Process Group: Financial Health Management137

      2.1 Project Management Plan: Financial Health Management139

      2.2 Scope Management Plan: Financial Health Management141

      2.3 Requirements Management Plan: Financial Health Management143

      2.4 Requirements Documentation: Financial Health Management145

      2.5 Requirements Traceability Matrix: Financial Health Management147

      2.6 Project Scope Statement: Financial Health Management149

      2.7 Assumption and Constraint Log: Financial Health Management151

      2.8 Work Breakdown Structure: Financial Health Management153

      2.9 WBS Dictionary: Financial Health Management155

      2.10 Schedule Management Plan: Financial Health Management158

      2.11 Activity List: Financial Health Management160

      2.12 Activity Attributes: Financial Health Management162

      2.13 Milestone List: Financial Health Management164

      2.14 Network Diagram: Financial Health Management166

      2.15 Activity Resource Requirements: Financial Health Management168

      2.16 Resource Breakdown Structure: Financial Health Management170

      2.17 Activity Duration Estimates: Financial Health Management172

      2.18 Duration Estimating Worksheet: Financial Health Management175

      2.19 Project Schedule: Financial Health Management177

      2.20 Cost Management Plan: Financial Health Management179

      2.21 Activity Cost Estimates: Financial Health Management181

      2.22 Cost Estimating Worksheet: Financial Health Management183

      2.23 Cost Baseline: Financial Health Management185

      2.24 Quality Management Plan: Financial Health Management187

      2.25 Quality Metrics: Financial Health Management189

      2.26 Process Improvement Plan: Financial Health Management191

      2.27 Responsibility Assignment Matrix: Financial Health Management193

      2.28 Roles and Responsibilities: Financial Health Management195

      2.29 Human Resource Management Plan: Financial Health Management197

      2.30 Communications Management Plan: Financial Health Management199

      2.31 Risk Management Plan: Financial Health Management201

      2.32 Risk Register: Financial Health Management203

      2.33 Probability and Impact Assessment: Financial Health Management205

      2.34 Probability and Impact Matrix: Financial Health Management207

      2.35 Risk Data Sheet: Financial Health Management209

      2.36 Procurement Management Plan: Financial Health Management211

      2.37 Source Selection Criteria: Financial Health Management213

      2.38 Stakeholder Management Plan: Financial Health Management215

      2.39 Change Management Plan: Financial Health Management217

      3.0 Executing Process Group: Financial Health Management219

      3.1 Team Member Status Report: Financial Health Management221

      3.2 Change Request: Financial Health Management223

      3.3 Change Log: Financial Health Management225

      3.4 Decision Log: Financial Health Management227

      3.5 Quality Audit: Financial Health Management229

      3.6 Team Directory: Financial Health Management232

      3.7 Team Operating Agreement: Financial Health Management234

      3.8 Team Performance Assessment: Financial Health Management236

      3.9 Team Member Performance Assessment: Financial Health Management238

      3.10 Issue Log: Financial Health Management240

      4.0 Monitoring and Controlling Process Group: Financial Health Management242

      4.1 Project Performance Report: Financial Health Management244

      4.2 Variance Analysis: Financial Health Management246

      4.3 Earned Value Status: Financial Health Management248

      4.4 Risk Audit: Financial Health Management250

      4.5 Contractor Status Report: Financial Health Management252

      4.6 Formal Acceptance: Financial Health Management254

      5.0 Closing Process Group: Financial Health Management256

      5.1 Procurement Audit: Financial Health Management258

      5.2 Contract Close-Out: Financial Health Management260

      5.3 Project or Phase Close-Out: Financial Health Management262

      5.4 Lessons Learned: Financial Health Management264

      Index266

      CRITERION #1: RECOGNIZE