Financial Roadmap for Success

Original price was: € 199,00.Current price is: € 0,00.

WHAT IS IT ABOUT?

Unlocking financial prosperity starts with making clear and informed decisions. This questionnaire will explore finance, financial planning, goals, investments, retirement, and strategies to help equip you with the knowledge of today’s corporate world.

SKU: eae73e11-2e28-4872-b606-33661fe6246d Category: Tags: , , , , ,
Theme:
Available in: English, Dutch, French, German, Spanish
  • CEO who needs to ensure financial stability in the organization.
  • CFO tasked with delivering effective financial strategies.
  • Investment department that need to convince stakeholders of the potential gains from investing.
  • Financial planner eager to assist clients in achieving their long-term objectives.
  • Human Resources manager who is interested in helping his team with retirement planning.
Financial Planning
Understanding current financial position

Goal Setting
Targeting towards successful outcomes

Investments
Pursuing profitable investments

Retirement
Securing your future

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. What methods have you used to budget?
  1. None, I just estimate
  2. Used a spreadsheet, manually updating it
  3. Automated tracking with budget-specific software

Q. What kind of objectives have you established?
  1. We have not established any objectives.
  2. We have identified some key objectives.
  3. We have thoroughly analyzed our objectives and set SMART goals.
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
NAMETITLE PAPER
bwbconsultingM5521.pdf
ssandcoSSA_Embracing-Flexibility-to-Navigate-Crisis.pdf
fticonsulting2019-publishing-year-review.pdf
lek2169-Intralogistics-Future.pdf
oliverwymanEUScenarios_UKMembership_OliverWymanResearch.pdf
deloittegx-deloitte-tmt-2018-connectivity-report.pdf
oliverwyman2012_CEU_POV_Getting Availability Right_ENG.pdf
boozallenformula-for-growth-insights-into-action.pdf
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.

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