Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    From $11.99/month after trial. Cancel anytime.

    Due Diligence A Complete Guide - 2020 Edition
    Due Diligence A Complete Guide - 2020 Edition
    Due Diligence A Complete Guide - 2020 Edition
    Ebook218 pages1 hour

    Due Diligence A Complete Guide - 2020 Edition

    By Gerardus Blokdyk

    ()

    Read preview

    About this ebook

    How do different merger types, overall M&A strategies and IT integration strategies influence IT due diligence? Do you provide training on slavery (including on current and emerging legislation and regulations) to your: (a) directors and officers; (b) employees; and (c) significant business partners? How important is market timing to the managers investment approach? Are inventory management protocols and vendor relationships being utilized efficiently? How do you receive and use information?

    Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

    Unless you are talking a one-time, single-use project, 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 Self-Assessment 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 Due Diligence investments work better.

    This Due Diligence All-Inclusive Self-Assessment enables You to be that person.

    All the tools you need to an in-depth Due Diligence Self-Assessment. Featuring 968 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Due Diligence improvements can be made.

    In using the questions you will be better able to:

    - diagnose Due Diligence 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 Due Diligence and process design strategies into practice according to best practice guidelines

    Using a Self-Assessment tool known as the Due Diligence Scorecard, you will develop a clear picture of which Due Diligence areas need attention.

    Your purchase includes access details to the Due Diligence self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next. You will receive the following contents with New and Updated specific criteria:

    - The latest quick edition of the book in PDF

    - The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

    - The Self-Assessment Excel Dashboard

    - Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

    - In-depth and specific Due Diligence Checklists

    - Project management checklists and templates to assist with implementation

    INCLUDES LIFETIME SELF ASSESSMENT 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.

    LanguageEnglish
    Publisher5STARCooks
    Release dateSep 6, 2019
    ISBN9780655965275
    Due Diligence A Complete Guide - 2020 Edition

    Read more from Gerardus Blokdyk

    Related to Due Diligence A Complete Guide - 2020 Edition

    Related ebooks

    Business For You

    View More
    View More

    Related podcast episodes

    Related articles

    • UNLIMITED

      Dealmaker

      Sep 16, 2017

      Dealmaker
      2 min read

    • UNLIMITED

      Impact Investing in Asia

      Jan 1, 2020

      For those who aren’t familiar with the term, what is impact investing? Impact investing means investing in funds or organizations with the intention of generating a measurable social or environmental return alongside financial returns. Some of the ar

      6 min read

    • UNLIMITED

      3 Ways Annuities Can Help Boomers Reduce Retirement Risk

      Aug 19, 2019

      As 10,000 Baby Boomers a day leave the workforce behind, only 28% believe they are doing -- or have done -- a good job preparing for retirement. What's more, only 25% believe they will have enough money to live in retirement, according to the Insured

      5 min read

    • UNLIMITED

      The Risk Factor

      Apr 15, 2019

      The Risk Factor
      6 min read

    • UNLIMITED

      A Quantum Leap

      Jul 9, 2020

      A Quantum Leap
      5 min read

    • UNLIMITED

      Managing the Risks of Digital Lending

      Feb 18, 2022

      TECHNOLOGY HAS BEEN the crux of the Indian banking system and the advent of Covid-19 has fuelled the shift of business models from ‘physical’ to ‘digital’. The journey of innovation, which started with internet banking and digital means of payments,

      6 min read

    • UNLIMITED

      Have Equity Compensation? Strategies to Handle Stock Market Volatility

      Nov 20, 2020

      If you’re an investor in the stock market, it’s likely that you have experience with volatility, which often can strike unexpectedly.  However, if you are the owner or recipient of equity compensation and employee stock options, you may not realize t

      3 min read

    • UNLIMITED

      Finding True North

      Sep 9, 2019

      Finding True North
      8 min read

    • UNLIMITED

      4 Steps to Leadership

      Sep 1, 2022

      4 Steps to Leadership
      3 min read

    • UNLIMITED

      Measuring Digital Innovation: A Four-Stage Framework

      May 1, 2024

      THE DIGITAL ERA DEMANDS INNOVATION. Every business today — indeed, every organization — must continually adapt to keep up with changing customer expectations, new digital competitors and business models made possible by emerging technologies. For an

      8 min read

    • UNLIMITED

      Nail Your Dream Job

      Jul 28, 2021

      Nail Your Dream Job
      7 min read

    • UNLIMITED

      Principles of Technical Leadership

      Mar 1, 2022

      IT staff is more than just a number on a spreadsheet. This information is valuable, but it does not tell the whole story. We’ll also need to know about your team’s project history, current (non-hired) CV, and the skills and positions they have—and wa

      2 min read

    • UNLIMITED

      The Road Best Travelled

      Feb 25, 2018

      The Road Best Travelled
      3 min read

    • UNLIMITED

      4 Steps to Effectively Transition or Sell Your Business

      Jun 17, 2019

      Did you know 70% to 80% of middle-market, closely held businesses put on the market do not sell? And 83% of businesses lack a formal, written transition plan? I've had many discussions with middle-market business owners about planning for the future

      3 min read

    • UNLIMITED

      3 Ways to Increase the Enterprise Value of Your Family Business

      Aug 31, 2022

      Many entrepreneurs focus on revenue, innovation and people to lead their enterprise forward in the future – but business tends to get in the way.  Finding, recruiting and hiring talent, maintaining relationships with key customers and vendors, dealin

      3 min read

    • UNLIMITED

      Change Sustainability Your ROI Health Check

      Mar 28, 2019

      Change sustainability programs are as unique as each of the workplace projects themselves. They can be developed either to dovetail into the end of a change program where businessas-usual kicks in, or they can be integrated into a prototype rotation

      5 min read

    • UNLIMITED

      Experiential Planning And Design

      Aug 23, 2018

      Experiential Planning And Design
      5 min read

    • UNLIMITED

      Refreshed Practice Notes By The DIA For All Designers

      Feb 17, 2023

      Over the years, the Design Institute of Australia’s (DIA) Practice Notes have been a helpful resource allowing designers to gain access to vital professional design information. As part of the recent refresh of all DIA resources planned around the la

      3 min read

    Related categories

    Reviews for Due Diligence A Complete Guide - 2020 Edition

    0 ratings

    0 ratings0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words

      Book preview

      Due Diligence A Complete Guide - 2020 Edition - Gerardus Blokdyk

      Due Diligence

      Complete Self-Assessment Guide

      The guidance in this Self-Assessment is based on Due Diligence best practices and standards in business process architecture, design and quality management. The guidance is also based on the professional judgment of the individual collaborators listed in the Acknowledgments.

      Notice of rights

      You are licensed to use the Self-Assessment contents in your presentations and materials for internal use and customers without asking us - we are here to help.

      All rights reserved for the book itself: this book may not be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher.

      The information in this book is distributed on an As Is basis without warranty. While every precaution has been taken in the preparation of he book, neither the author nor the publisher shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the products described in it.

      Trademarks

      Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and the publisher was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book.

      Copyright © by The Art of Service

      http://theartofservice.com

      [email protected]

      About The Art of Service

      The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.

      Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

      Unless you’re talking a one-time, single-use project, 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?’

      With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.

      Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:

      http://theartofservice.com

      [email protected]

      Included Resources - how to access

      Included with your purchase of the book is the Due Diligence Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.

      How? Simply send an email to

      [email protected]

      with this books’ title in the subject to get the Due Diligence Self Assessment Tool right away.

      You will receive the following contents with New and Updated specific criteria:

      •The latest quick edition of the book in PDF

      •The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

      •The Self-Assessment Excel Dashboard, and...

      •Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

      •In-depth specific Checklists covering the topic

      •Project management checklists and templates to assist with implementation

      INCLUDES LIFETIME SELF ASSESSMENT 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.

      Get it now- you will be glad you did - do it now, before you forget.

      Send an email to [email protected] with this books’ title in the subject to get the Due Diligence Self Assessment Tool right away.

      Purpose of this Self-Assessment

      This Self-Assessment has been developed to improve understanding of the requirements and elements of Due Diligence, based on best practices and standards in business process architecture, design and quality management.

      It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.

      The criteria of requirements and elements of Due Diligence have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.

      In this format, even with limited background knowledge of Due Diligence, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.

      How to use the Self-Assessment

      On the following pages are a series of questions to identify to what extent your Due Diligence initiative is complete in comparison to the requirements set in standards.

      To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.

      1 Strongly Disagree

      2 Disagree

      3 Neutral

      4 Agree

      5 Strongly Agree

      Read the question and rate it with the following in front of mind:

      ‘In my belief,

      the answer to this 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 Due Diligence Scorecard on the second next page of the Self-Assessment.

      Your completed Due Diligence Scorecard will give you a clear presentation of which Due Diligence areas need attention.

      Due Diligence

      Scorecard Example

      Example of how the finalized Scorecard can look like:

      Due Diligence

      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

      Due Diligence

      Scorecard Example12

      Due Diligence

      Scorecard13

      BEGINNING OF THE

      SELF-ASSESSMENT:14

      CRITERION #1: RECOGNIZE15

      CRITERION #2: DEFINE:25

      CRITERION #3: MEASURE:38

      CRITERION #4: ANALYZE:46

      CRITERION #5: IMPROVE:60

      CRITERION #6: CONTROL:77

      CRITERION #7: SUSTAIN:88

      Due Diligence and Managing Projects, Criteria for Project Managers:138

      1.0 Initiating Process Group: Due Diligence139

      1.1 Project Charter: Due Diligence141

      1.2 Stakeholder Register: Due Diligence143

      1.3 Stakeholder Analysis Matrix: Due Diligence144

      2.0 Planning Process Group: Due Diligence146

      2.1 Project Management Plan: Due Diligence148

      2.2 Scope Management Plan: Due Diligence150

      2.3 Requirements Management Plan: Due Diligence152

      2.4 Requirements Documentation: Due Diligence154

      2.5 Requirements Traceability Matrix: Due Diligence156

      2.6 Project Scope Statement: Due Diligence158

      2.7 Assumption and Constraint Log: Due Diligence161

      2.8 Work Breakdown Structure: Due Diligence163

      2.9 WBS Dictionary: Due Diligence165

      2.10 Schedule Management Plan: Due Diligence167

      2.11 Activity List: Due Diligence169

      2.12 Activity Attributes: Due Diligence171

      2.13 Milestone List: Due Diligence173

      2.14 Network Diagram: Due Diligence175

      2.15 Activity Resource Requirements: Due Diligence177

      2.16 Resource Breakdown Structure: Due Diligence178

      2.17 Activity Duration Estimates: Due Diligence180

      2.18 Duration Estimating Worksheet: Due Diligence182

      2.19 Project Schedule: Due Diligence184

      2.20 Cost Management Plan: Due Diligence186

      2.21 Activity Cost Estimates: Due Diligence188

      2.22 Cost Estimating Worksheet: Due Diligence190

      2.23 Cost Baseline: Due Diligence192

      2.24 Quality Management Plan: Due Diligence194

      2.25 Quality Metrics: Due Diligence196

      2.26 Process Improvement Plan: Due Diligence198

      2.27 Responsibility Assignment Matrix: Due Diligence200

      2.28 Roles and Responsibilities: Due Diligence202

      2.29 Human Resource Management Plan: Due Diligence204

      2.30 Communications Management Plan: Due Diligence206

      2.31 Risk Management Plan: Due Diligence208

      2.32 Risk Register: Due Diligence210

      2.33 Probability and Impact Assessment: Due Diligence212

      2.34 Probability and Impact Matrix: Due Diligence214

      2.35 Risk Data Sheet: Due Diligence216

      2.36 Procurement Management Plan: Due Diligence218

      2.37 Source Selection Criteria: Due Diligence220

      2.38 Stakeholder Management Plan: Due Diligence222

      2.39 Change Management Plan: Due Diligence224

      3.0 Executing Process Group: Due Diligence226

      3.1 Team Member Status Report: Due Diligence228

      3.2 Change Request: Due

      Enjoying the preview?
      Page 1 of 1