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Results found: 6

. Step 1: Financial Management: Establish the necessary budget, calculate variances, and establish corrections: A4105.FinancialPlanning.
. Step 2: Time Management: Graphically depict the action plan and, if necessary, the use of resources: A4075.VisualActionPlan.
. Step 3: Quality management: Updates the performance indices inherent in the level of quality required by the project: A4072.BalancedScoreCard.
. Step 4: Update risk status and treatment actions: A4019.Risk&WeaknessAssessment.
. Step 5: List progress, obstacles, and planned overcoming actions: A4023.ProjectManagement.
. Step 6: Draft project goals, criteria and objectives as well as conclusions: A4136.Worksheet.

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A4105.FinancialPlanning

This tool enables you to plan and manage your financial flow and make informed decisions.

Key Results Solved Problems
Plan economic and financial flows Lack of detailed financial planning
Improve accuracy in planning and managing funds Difficulty tracking actual expenses against the budget
Perform management control Lack of transparency in cash flow monitoring
Make decisions based on up-to-date data Waste of financial resources
Increase transparency and traceability of expenses and investments Challenges in making economic forecasts
Balance income and expenses (spending review) Absence of proven corrective actions.
Identify waste.  
   
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A4075.VisualActionPlan

This tool allows the graphical visualization of one's action plan and to communicate it clearly.

Key Results Solved Problems
Visualizing your action plan graphically Difficulty in establishing the time needed to complete activities
Establishing a visual sequence of execution Challenges in managing work peaks
Balancing resource utilization Failure to identify critical paths and workload peaks
Incorporating Work Breakdown Structure (WBS) into an overall vision Late planning
Coordinating activities and defining interdependencies Absence of an overall vision
Calculating the resources required at each stage Difficulty in monitoring work progress at a glance
Detecting inconsistencies early on  
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A4072.BalancedScoreCard

This tool allows the selection of key performance indicators (KPIs), identification of deviations, and definition of corrective actions to achieve goals.

Key Results Solved Problems
Setting strategic goals and related metrics Absence of concrete metrics, trends, and reliable forecasts
Aligning the organization and persuading investors Unfocused performance
Identifying crucial Key Performance Indicators Key performance indicators primarily tied to financial metrics
Establishing alert thresholds and acting in advance Fragmented vision not integrated with the business strategy
Keeping the situation under control with key information on trends and prospects 24/7 Insufficient automation of indicators
Identifying achievable performances and stimulating goal achievement Decisions based on intuition rather than data
Identifying value-generating activities and letting the rest go Poor integration of OKRs into the BSC
Formulating new strategies and persuading financial partners  
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A4019.RiskAndWeaknessAssessment

This tool allows to detect risks and establish effective treatment. It enables the identification of new opportunities as well as accepting only sustainable residual risks.

Key Results Solved Problems
Identifying and managing risks and vulnerabilities Lack of a methodological approach to managing risks and opportunities
Avoiding preventable risks Limiting to identifying risks without taking action
Addressing risks in the right order, reducing them to the maximum sustainable level Absence of warning thresholds
Avoiding excessive caution that limits the ability to seize opportunities Tendency to manage risks only when they arise
Ensuring compliance with laws, regulations, norms, and good management practices Neglecting the analysis of operational continuity
Monitoring risks and setting alert thresholds Unawareness of risky processes (absence of process risk assessment)
Verifying proper application through internal audits  
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A4136.Worksheet

This tool provides an individual or team virtual workspace.

Key Results Solved Problems
Developing structured worksheets Unstructured problem-solving approaches
Enhancing productivity Difficulty in managing tasks efficiently
Ensuring efficient use of resources Lack of clear and organized problem-solving methods
Supporting organizational goals Misalignment between task management and goals
Improving work processes Limited problem-solving capabilities and continuous improvement

 

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A4023.ProjectManagement

This tool integrates the most efficient techniques for organizing activities and projects, distributing responsibilities, delegating, and facilitating monitoring and audits.

Key Results Solved Problems
Formulating a strategy, managing projects, and coordinating activities effectively Absence of a coordinated action plan
Defining clear and unmistakable goals Tendency to manage activities empirically, without consolidated methodologies
Conducting kick-off meetings to align the team Habit of passively accepting unforeseen events
Plotting a path and taking the first steps immediately Tendency to centralize decisions
Incorporating the responsibility assignment matrix Presence of uncoordinated initiatives
Scheduling periodic reviews Limited autonomy for team members and frequent interruptions
Having a reminder and knowing the status of projects at a glance, at any time Obstacles in defining and monitoring costs, deadlines, and objectives
Mobilizing the team to overcome challenges together Difficulty in knowing the next 2-3 phases in advance

A4105.FinancialPlanning

Key Results Solved Problems
Plan economic and financial flows Lack of detailed financial planning
Improve accuracy in planning and managing funds Difficulty tracking actual expenses against the budget
Perform management control Lack of transparency in cash flow monitoring
Make decisions based on up-to-date data Waste of financial resources
Increase transparency and traceability of expenses and investments Challenges in making economic forecasts
Balance income and expenses (spending review) Absence of proven corrective actions.
Identify waste.