Self-Assessment Sample Session Guide

Every organization needs to periodically perform self-assessments to ensure that the business is operating effectively. This self-assessment session guide investigates possible improvements for the foreign exchange (FX) process.

It also includes a discussion document that can be used to facilitate a business self-assessment meeting. This sample shows the types of discussions that occur in business self-assessment meetings and includes a meeting agenda, an initial map of business process risks, a map of risks vs. controls, topics to discuss, best practices in foreign exchange management, and creative ideas for people issues.