Finance and Operations Toolkit

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Partner with Finance and Operations team and the CEO on annual budget, long term forecasts, and Resource Planning, and set clear metrics for success over the short and long term to drive accountability.

More Uses of the Finance and Operations Toolkit:

  • Emphasize to employees and internal teams the importance of understanding the Dynamics consumer and motivations, the ease of encounters and takeaways.

  • Ensure your strategy facilitates the customers Decision Making process and leads the implementation team with configuration, Functional Design documentation, and user Acceptance Testing and training with the customer.

  • Create and modify Continuous Improvement processes to implement and execute service enhancing and cost Improvement Projects.

  • Collaborate with Product Management, Finance and Operations to streamline Demand Forecasting and represent the Product Organization in forecast interlock meetings with Sales And Operations.

  • Be accountable for providing leadership to your Clients and Delivery Teams to ensure expectations are aligned and commitments are met.

  • Collaborate with delivery leads to surface delivery issues and manage to your organizations financial outcomes for the offering.

  • Make sure that your organization follows the use of the prescribed Anthology implementation methodology, understands the key activities and deliverables for the Client Engagement and internal projects.

  • Make sure that your enterprise creates requisition for hardware, software, licenses and warranties for handoff to procurement for Order Processing.

  • Maintain current knowledge on Software Systems, operation procedures and technological development in systems and programming.

  • Create and implement accurate plans and develop Success Metrics and communication approach for initiatives and projects.

  • Create and implement accurate plans, develop Success Metrics and communication approach for initiatives and projects.

  • Develop integration layer for Data Integration considering new data and modified data in source and target systems.

  • Confirm your venture maintains awareness of all branch functions and duties to ensure proper support and coverage is provided at all times.

  • Be accountable for reviewing technical deliverables throughout the Development Cycle to ensure quality and Requirements Traceability.

  • Create or evaluate a breakdown of your clients businesses processes so that you can identify and link functional and non Functional Requirements.

  • Manage work with client executives to develop Digital Transformation roadmap that supports strategic Business Plan, Business Value and your proven capabilities.

  • Identify: project and Program Management that exhibits leadership in process re engineering and implementation of process, technology, strategy, and Organizational Change.

  • Manage work with the Leads/Consultants to ensure design and configurations adhere to approved requirements and Project Scope.

  • Be accountable for partnering Cross Functionally with leadership in Services, Sales, Finance and Operations to support the growth of the program.

  • Drive the Business Process analysis and modeling to ensure clients adopt Best Practices that streamline operations.

  • Lead Finance and Operations Team Meetings to ensure streamlined workflow and enhancement of Operational Processes.

  • Drive: work closely with operations, finance, commercial and IT functions to ensure projects are communicated with potentially impacted partners and scenario outcomes are anticipated and communicated broadly.

  • Develop a consistent process documentation platform for Standard Operating Procedures and audit existing written processes for enhancements.

  • Ensure you accomplish; lead and manage Supply Chain Project Portfolio initiatives that drive improvements using Problem Solving, lean tools, metric development, and Visual Management.

  • Perform maintenance and development work in a manner that is consistent with organization Standards and Procedures.

  • Develop Functional And Technical Specifications for enhancements and integrations to other Business Applications.

  • Steer: advocate for Customer Needs in the development and deployment of projects, strategies, and throughout your organization.

  • Ensure you exceed; lead client meetings to gather Business Requirements and perform Gap Analysis between out of box functionality and clients requirements.

  • Manage work with the Program Management to formulate the Implementation Strategy, interdependencies, Risks And Mitigation strategies, and timeline requirements.

  • Devise: work across marketing channels to develop and launch campaigns that help improve Customer Satisfaction, loyalty and Brand Image.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Finance and Operations 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Finance and Operations improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What Finance and Operations problem should be solved?

  2. How will you motivate the stakeholders with the least vested interest?

  3. Do you know who is a friend or a foe?

  4. What is the output?

  5. How do you use Finance and Operations data and information to support Organizational Decision Making and innovation?

  6. How do you assess the Finance and Operations pitfalls that are inherent in implementing it?

  7. What Finance and Operations Services do you require?

  8. How do you measure efficient delivery of Finance and Operations Services?

  9. What Finance and Operations requirements should be gathered?

  10. What would have to be true for the option on the table to be the best possible choice?

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 Finance and Operations book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Finance and Operations project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Finance and Operations Project Team have enough people to execute the Finance and Operations Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Finance and Operations Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

  • 1.1 Finance and Operations project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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 Finance and Operations 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 Finance and Operations project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Finance and Operations 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 Finance and Operations 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 Finance and Operations investments work better.

This Finance and Operations 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.