Cost and Management Accounting Toolkit

Downloadable Resources, Instant Access

Be accountable for providing all reporting and management information to relevant personnel in line with deadlines.

More Uses of the Cost and Management Accounting Toolkit:

  • Ensure you build new products and development tools.

  • Steer: visionary finance leaders view applications and technology as a service.

  • Make sure that your organization focus on staff costs and headcount variations.

  • Suggest and justify product directions and specifications.

  • Follow up of relevant key performance indicators (KPIs).

  • Establish and develop process and methodologies to meet and execute on strategy.

  • Ensure you build and execute unit tests and unit test plans.

  • Evaluate: technology is fueling a change in finance.

  • Specify, design and implement moderate changes to existing software architecture.

  • Be accountable for ensuring conformity to all corporate and divisional accounting requirements.

  • Be certain that your organization focus on operating cost (all controllable along with labor and maintenance cost).

  • Secure that your organization focus on capex spending and commitments.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Cost and Management Accounting 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Cost and Management Accounting improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. Does your organizations chart of accounts have codes to provide control totals to maintain control over costs and to reconcile with other feeder systems that may be used to accumulate costs?

  2. Can it be true that the age of early capitalism ended without establishing the idea of a non-accounting inventory as a necessary element in the complete system of double-entry bookkeeping?

  3. Did anyone take into account the feasibility of the project at the time to determine, first of all, was the project feasible and was the cost in line with the feasibility of the project?

  4. What prior experience, if any, do you have with the use of management and accounting controls to ensure transparency with highly visible or potentially controversial transactions?

  5. Do you agree with the view that management accounting helps your board of directors to make decisions that are more long-term in nature than would otherwise be the case?

  6. How do you stop being out-sold by your competitors, increase hit rates while lowering the cost of sales, and identify and target the real decision maker in an account?

  7. Are there plans to introduce activity costing/accruals accounting/other systems which will collect and present financial data in the same units as performance data?

  8. How proportionate were the costs of the intervention borne by different stakeholder groups, taking into account the distribution of associated benefits?

  9. Do you believe that management accounting tools and techniques could usefully be adapted to help your organization manage its environmental impacts?

  10. What could be worse than for a management information system to be designed to provide comprehensive, timely, and accurate data to the wrong people?

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 Cost and Management Accounting book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: Who are the international/overseas Cost and Management Accounting project partners (equipment supplier/supplier/consultant/contractor) for this Cost and Management Accounting project?

  2. Team Performance Assessment: To what degree can team members frequently and easily communicate with one another?

  3. Procurement Audit: Was timely and equal access to contract documents and information provided to all candidates?

  4. Variance Analysis: Does the accounting system provide a basis for auditing records of direct costs chargeable to the contract?

  5. Human Resource Management Plan: Is the current culture aligned with the vision, mission, and values of the department?

  6. Requirements Management Plan: Are actual resource expenditures versus planned still acceptable?

  7. Probability and Impact Matrix: Were there any Cost and Management Accounting projects similar to this one in existence?

  8. Stakeholder Analysis Matrix: Who will promote/support the Cost and Management Accounting project, provided that they are involved?

  9. Procurement Audit: Were exclusion causes duly considered before the actual evaluation of tenders?

  10. Stakeholder Management Plan: Have all team members been part of identifying risks?

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

1.0 Initiating Process Group:

  • 1.1 Cost and Management Accounting project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Cost and Management Accounting project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Cost and Management Accounting 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 Cost and Management Accounting 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 Cost and Management Accounting 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 Cost and Management Accounting project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Cost and Management Accounting project with this in-depth Cost and Management Accounting Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Cost and Management Accounting 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 Cost and Management Accounting 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 Cost and Management Accounting investments work better.

This Cost and Management Accounting 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.