Chief Financial Officer Toolkit

$495.00
Availability:
Downloadable Resources, Instant Access
Adding to cart… The item has been added

Save time, empower your teams and effectively upgrade your processes with access to this practical Chief Financial Officer Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Chief Financial Officer 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 Chief Financial Officer specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Chief Financial Officer 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Chief Financial Officer improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Does the annual budget outline a process for tracking spending throughout the year or metrics to assess implementation and impact of major investment areas?

  2. Does your organization currently – or does it intend to – use its offshore capabilities to generate revenue by offering services to other firms?

  3. How do you develop a performance language that fosters non threatening analysis and consideration of business issues and opportunities?

  4. Where in the budget process does the leadership team take stock of current year overall investment across all current strategies?

  5. Does the finance team publicize and clearly communicate the assumptions and inputs that go into long term financial projections?

  6. Which measures are most effective at ensuring the security of intellectual property and data privacy at offshore centres?

  7. Does the current strategic plan include target outcome metrics that leadership could use to assess ROI of each strategy?

  8. What are the most effective ways to ensure the retention of offshore employees in an increasingly competitive market?

  9. Do you have systems complexities related to geographic localization, statutory compliance, or resource availability?

  10. What would you identify as the most relevant issues for your daily work that could be solved by digital solutions?


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 Chief Financial Officer book in PDF containing 993 requirements, which criteria correspond to the criteria in...

Your Chief Financial Officer 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 Chief Financial Officer Self-Assessment and Scorecard you will develop a clear picture of which Chief Financial Officer 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 Chief Financial Officer 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 Chief Financial Officer projects with the 62 implementation resources:

  • 62 step-by-step Chief Financial Officer Project Management Form Templates covering over 1500 Chief Financial Officer project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: How relevant is this attribute to this Chief Financial Officer project or audit?

  2. Scope Management Plan: Have the personnel with the necessary skills and competence been identified and has agreement for participation in the Chief Financial Officer project been reached with the appropriate management?

  3. Planning Process Group: What factors are contributing to progress or delay in the achievement of products and results?

  4. Cost Baseline: Verify business objectives. Are others appropriate, and well-articulated?

  5. Activity Duration Estimates: What is the career outlook for Chief Financial Officer project managers in information technology?

  6. Probability and Impact Matrix: Is the number of people on the Chief Financial Officer project team adequate to do the job?

  7. Project Performance Report: To what degree does the formal organization make use of individual resources and meet individual needs?

  8. Team Directory: Process decisions: which organizational elements and which individuals will be assigned management functions?

  9. Activity Duration Estimates: Do scope statements include the Chief Financial Officer project objectives and expected deliverables?

  10. Requirements Management Plan: Will you have access to stakeholders when you need them?

 
Step-by-step and complete Chief Financial Officer Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Chief Financial Officer project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Chief Financial Officer project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Chief Financial Officer project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Chief Financial Officer project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


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 Chief Financial Officer 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 Chief Financial Officer 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 Chief Financial Officer project with this in-depth Chief Financial Officer Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Chief Financial Officer 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 Chief Financial Officer 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 Chief Financial Officer investments work better.

This Chief Financial Officer 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.