Social Investing Toolkit

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Standardize Social Investing: design, implement, and manage Web Based Applications, databases, and interfaces from initial design and architecture through development, test, and deployment.

More Uses of the Social Investing Toolkit:

  • Ensure you lead and coordinate planning/logistics as a Project Management for annual Corporate Social Responsibility Initiative.

  • Initiate Social Investing: actively participate in a wide variety of Social Media activities as blogging, posting, and Content Creation.

  • Analyze social channel performance weekly to inform new strategic initiatives to implement and test accordingly.

  • Change research is innovating to solve critically important problems at the intersection of data, social science, and politics.

  • Be accountable for using evidence based approaches to social justice, you use data to create levers for social, cultural and policy change.

  • Be certain that your organization creates original content and conducts Market Research for digital and Social Media Marketing campaigns.

  • Stay up to date on Social Media algorithm updates and emerging trends in order to optimize for subject matter, frequency, and timing of posts.

  • Control Social Investing: partner with Internal Stakeholders (finance, Supply Chain, marketing) to build sustainability and Social Impact reporting dashboard.

  • Develop Social Investing: sustainable operations customer sustainability human rights working with suppliers Corporate Social Responsibility.

  • Drive Social Investing: report monthly website and Social Media metrics; evaluate and analyze data to assess target audience behavior and recommend improvements to maximize campaign efforts.

  • Standardize Social Investing: demonstrable success running a large portfolio of paid campaigns across leading Social Media Platforms.

  • Audit Social Investing: partner with key leaders to amplify your organizations Corporate Social Responsibility, community impact and diversity, Equity And Inclusion initiatives to enhance your Brand Awareness and reputation.

  • Manage advanced/expert solutions to exploit and provide cross set link analysis in the areas of communication tools and methods, Social Media, and messaging.

  • Devise Social Investing: budget and Supplier Management establish and manage an annual zero based operating budget designed to support activation of critical digital and Direct to Consumer marketing and Social Media initiatives.

  • Supervise Social Investing: own the creation and management of strategies to increase daily engagement on Social Media accounts; stay up to date on Social Media Marketing and SEO strategies and adjust plans accordingly.

  • Be accountable for leading Internal Marketing brand building initiatives through Social Media, website, Digital Marketing and other channels.

  • Organize Social Investing: monitor emerging trends in Influencer Marketing, Social Media, and the competitive environment to deliver perceptions that help inform strategy.

  • Manage and analyse the performance of client campaigns to recommend and tailor solutions.

  • Execute all Social Media posting and analytics.

  • Develop custom and unique responses to a variety of customer matters and inquiries received through Social Media and email maintaining an appropriate and conversational tone.

  • Be accountable for Marketing Plans should be annual, monthly and by segment of deployment inclusive of cost and Deployment Strategies (traditional, digital, and/or Social Media) through the review of competitive data, demand analysis and market mix management.

  • Ensure you involve; lead brand integrity, beautiful products and social purpose are integral to who you are as your organization and what you have accomplished to date.

  • Be accountable for defining strategy and execution of paid Digital Marketing campaigns in paid Search, paid Display, and paid Social channels.

  • Analyze risks and opportunities for leadership in Social Impact and community responsibility and develop plans to proactively address vulnerabilities.

  • Coordinate email phishing campaigns and perform Social Engineering attacks to gain credentials.

  • Manage site wide communications (emails, all hands meetings, internal Social Media posts).

  • Employ marketing Analytics Techniques to gather important data Social Media, Web Analytics, rankings etc.

  • Ensure you coordinate; build dynamic, integrated content and using tactics as Lead Generation, Email Marketing, Database Management, Social Media and Community Management, to achieve marketing, sales and brand communication goals.

  • Drive the development and distribution of a regular external media scan, analyzing key Industry Trends and news stories on Social Impact.

  • Confirm your project prompts safe and socially acceptable replacement behaviors in order to build a repertoire of communication, Social Interaction, and Problem Solving skills.

  • Be accountable for investing in work that removes the barriers people and communities face to getting outside.

  • Interact with client services and programming staff, ensuring accuracy of modeling applications.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical Social Investing Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Social Investing related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Social Investing specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Social Investing Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

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

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Social Investing improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are your key Performance Measures or indicators and in process measures for the control and improvement of your Social Investing processes?

  2. What data do you need to collect?

  3. How and when will the baselines be defined?

  4. Are all Key Stakeholders present at all Structured Walkthroughs?

  5. How do you keep the momentum going?

  6. Have you made assumptions about the shape of the future, particularly its impact on your customers and competitors?

  7. What is the craziest thing you can do?

  8. What kind of analytics data will be gathered?

  9. How is progress measured?

  10. Do you think you know, or do you know you know?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Social Investing book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Social Investing self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Social Investing Self-Assessment and Scorecard you will develop a clear picture of which Social Investing areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Social Investing Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Social Investing projects with the 62 implementation resources:

  • 62 step-by-step Social Investing Project Management Form Templates covering over 1500 Social Investing project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Social Investing project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Social Investing Project Team have enough people to execute the Social Investing Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Social Investing Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete Social Investing Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Social Investing project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Social Investing project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Social Investing project with this in-depth Social Investing Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Social Investing 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 Social Investing and put Process Design strategies into practice according to Best Practice guidelines

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

Unless you are talking a one-time, single-use project within a business, 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 Toolkit 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 Social Investing investments work better.

This Social Investing All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime 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.