Project Management Tools

STAGE 4: DEAL CLOSING

ACTIVITIES: SAMPLE CLOSING CHECKLIST

NAME LINK

Sample Closing Checklist Tool - Sample Closing Checklist

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Note to Reader: Below is an example closing checklist used by the RENEW team for closing equity investments in Uganda. Each jurisdiction and each type of investment (e.g., debt, equity) will require a closing checklist tailored to that specific jurisdiction’s rules and regulations. Consult local counsel to develop the checklists and continually refine them after each deal closing to incorporate lessons learned.

STAGE 5: PORTFOLIO VALUE CREATION

TOOLS

Project Management Tools

NAME LINK USE

Master Planning SOP Tool - Master Planning SOP This comprehensive tool provides a framework to develop a company's: 1) 20Year Guiding Statements, 2) Five-Year Strategic Plan, and 3) Annual Management Plan (AMP). Further, it explains how to translate the company’s SMART Objectives and Key Results (OKRs) of their AMP into actionable projects and then use the AMP in their monthly and weekly meetings.

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Executing Battle Rhythms SOP LINK

Tool - Executing Battle Rhythms SOP An accompanying tool to the Master Planning SOP, the Executing Battle Rhythms SOP, provides a detailed overview of the meeting cadence that SME executives and managers should follow in pursuit of implementing the tactical and long-term plans of the AMP.

HBR: 5 Messages Leaders Must Manage

Tool - 5 Messages Leaders Must Manage A thought piece published by Harvard Business Review on executive communication, this article provides five key messages that executives must communicate with their teams to ensure vision and mission alignment and the achievement of core objectives and key results. These messages include organizational structure and hierarchy, financial results, the leader's sense of his/her job, time management and corporate culture.

Exec's Program Implementation Roadmap Tool

Tool - Exec's Program Implementation Roadmap The ultimate guide for implementing The GenderSmart Exec's Program training (complimenting the First 180-Days Project Plan), this tool outlines the core disciplines, lessons and best practices outlined throughout the program, providing executives with a Gantt chart implementation roadmap. While the tool can be used outside of the realm of The Exec's Program, the SG2X

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