Financial Forecast Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Financial Forecast 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 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Financial Forecast improvements can be made.

Examples; 10 of the 990 standard requirements:


1. How may changes to the supply chain or changes in sales forecasts impact the ability for purchases and sales contracts to qualify for the normal purchases and normal sales scope exception?
   
   

2. Do forecasts extend for a period sufficient to enable all major issues to be evaluated and cover a period of at least twelve months from the date the accounts are approved?
   
   

3. What is the extent of the variation to the results or outcome of the financial estimate, forecast, projection or internal targets that would be considered as material?
   
   

4. Do you have forecasts and your financial statements that show whether the business can afford to use internal or external sources of financing to fund the reopening?
   
   

5. How were /are financial forecasting reviewed and managed to ensure adequate funding & cash flow was available to confirm compliance with the business case?
   
   

6. Are the implications of statutory or policy changes appropriately reflected in the Business Plans, financial forecasts and report on going concern?
   
   

7. Are the implications of statutory or policy changes appropriately reflected in the Business Plan, financial forecasts and report on going concern?
   
   

8. Do the forecasts and financial statements show that the business can afford to access debt finance to implement the new or revised business plan?
   
   

9. Is it physically possible to produce the amount of sales being forecast with the personnel, equipment and financial resources available to you?
   
   

10. Do you easily seed the annual operating plan or rolling forecasts with the long range plan to ensure alignment with short term financial goals?
    
    


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 Financial Forecast book in PDF containing 990 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Stakeholder Management Plan: Are meeting minutes captured and sent out after the meeting?
   
   

2. Activity Duration Estimates: What is the difference between conceptual, application, and evaluative questions?
   
   

3. Procurement Audit: Are all purchase orders signed by the purchasing agent?
   
   

4. Project Schedule: Was the Financial Forecast project schedule reviewed by all stakeholders and formally accepted?
   
   

5. Activity Duration Estimates: Are Financial Forecast project management tools and techniques consistently applied throughout all Financial Forecast projects?
   
   

6. Team Performance Assessment: Can team performance be reliably measured in simulator and live exercises using the same assessment tool?
   
   

7. Stakeholder Management Plan: Do all stakeholders know how to access this repository and where to find the Financial Forecast project documentation?
   
   

8. Scope Management Plan: Does the implementation plan have an appropriate division of responsibilities?
   
   

9. Cost Estimating Worksheet: Value pocket identification & quantification what are value pockets?
   
   

10. Quality Metrics: Is there a set of procedures to capture, analyze and act on quality metrics?


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

1.0 Initiating Process Group:


• 1.1 Financial Forecast project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Financial Forecast project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Financial Forecast 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 Financial Forecast 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 Financial Forecast 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 Financial Forecast 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 Financial Forecast project with this in-depth Financial Forecast Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Financial Forecast 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 Financial Forecast 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 Financial Forecast investments work better.

This Financial Forecast 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.