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Erskine intro

Page history last edited by Gene Lipitz 7 years, 3 months ago

Erskine continued

 

In this context, I see the Bill of Rights as a tool to learn from past mistakes - the touchstone upon which investment procedures and processes should be tested against.  My contribution to this discussion is to give some additional background on the history of investment planning and a tool to describe processes in a basic, graphic way. History is based on my Investment Planning Handbook Investment Planning.doc This is a long document, but is meant as a reference tool,  The other is a summary of Business Process Management Notation (BPMN) BPMN HandsOn Modeling one page per shape core set.doc that gives a common frame of reference for describing a process or procedure.

 

The result is that the investment planning process can be laid out as a single graphic flow chart Investment BPMN flowchart.pdfand the elements of the Bill of Rights can be inserted or referenced.

 

I hope this is helpful, and will move this cooperative effort forward

 

Matt Erskine

 

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