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As a sponsor, customer or management, how important is it to meet goals, objectives?

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      62. How will you recognize and celebrate results?

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      63. Should you invest in industry-recognized qualifications?

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      64. What segment of the population and what assets are affected by the event?

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      65. How much should be invested in the prevention of disaster losses, and how much in insurance?

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      66. Does a contractor need professional liability coverage?

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      67. How will your organization address the various issues of a multi-location account?

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      68. How many are exposed to injury from one event?

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      69. Do you recognize Risk transfer achievements?

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      70. What insurance does your organization need?

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      71. Would you recognize a threat from the inside?

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      72. Is the population able to prepare for the event?

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      73. Is some form of insurance regulation needed for products?

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      Add up total points for this section: _____ = Total points for this section

      Divided by: ______ (number of statements answered) = ______ Average score for this section

      Transfer your score to the Risk transfer Index at the beginning of the Self-Assessment.

      CRITERION #2: DEFINE:

      INTENT: Formulate the stakeholder problem. Define the problem, needs and objectives.

      In my belief, the answer to this question is clearly defined:

      5 Strongly Agree

      4 Agree

      3 Neutral

      2 Disagree

      1 Strongly Disagree

      1. How is the team tracking and documenting its work?

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      2. Should you require wet signatures on endorsements to policies?

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      3. What outsourced services will you require?

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      4. Is the team equipped with available and reliable resources?

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      5. Who are the Risk transfer improvement team members, including Management Leads and Coaches?

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      6. How will variation in the actual durations of each activity be dealt with to ensure that the expected Risk transfer results are met?

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      7. Is the team formed and are team leaders (Coaches and Management Leads) assigned?

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      8. Has a team charter been developed and communicated?

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      9. Are there different segments of customers?

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      10. Is Risk transfer linked to key stakeholder goals and objectives?

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      11. Is Risk transfer currently on schedule according to the plan?

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      12. Is the improvement team aware of the different versions of a process: what they think it is vs. what it actually is vs. what it should be vs. what it could be?

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      13. Is the current ‘as is’ process being followed? If not, what are the discrepancies?

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      14. Is there a Risk transfer management charter, including stakeholder case, problem and goal statements, scope, milestones, roles and responsibilities, communication plan?

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      15. What are the Roles and Responsibilities for each team member and its leadership? Where is this documented?

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      16. Should there be sector separation in the case of reinsurance business by primary insurers?

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      17. How was the ‘as is’ process map developed, reviewed, verified and validated?

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      18. How does the Risk transfer manager ensure against scope creep?

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      19. Does the team have regular meetings?

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      20. What about capital requirements?

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      21. Is the Risk transfer scope manageable?

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      22. Who would require crime insurance?

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      23. Is there a completed, verified, and validated high-level ‘as is’ (not ‘should be’ or ‘could be’) stakeholder process map?

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      24. Is the team adequately staffed with the desired cross-functionality? If not, what additional resources are available to the team?

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      25. Has/have the customer(s) been identified?

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      26. How did the Risk transfer manager receive input to the development of a Risk transfer improvement plan and the estimated completion dates/times of each activity?

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      27. Is there regularly 100% attendance at the team meetings? If not, have appointed substitutes attended to preserve cross-functionality and full representation?

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      28. Is a fully trained team formed, supported, and committed to work on the Risk transfer improvements?

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      29. Has a project plan, Gantt chart, or similar been developed/completed?

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      30. If substitutes have been appointed, have they been briefed on the Risk transfer goals and received regular communications as to the progress to date?

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      31. What knowledge or experience is required?

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      32. Has the direction changed at all during the course of Risk transfer? If so, when did it change and why?

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      33. Has the improvement team collected the ‘voice of the customer’ (obtained feedback – qualitative and quantitative)?

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      34. Are customer(s) identified and segmented according to their different needs and requirements?

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