Financial Performance Toolkit

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Methodize Financial Performance: architecture, develop and maintain board support software and the Operating System.

More Uses of the Financial Performance Toolkit:

  • Supervise Financial Performance: plan, organize and manage own workload to ensure your contribution to your organizations monthly Financial Reporting process is achieved in a timely and accurate manner.

  • Analyze new and complex project related problems and create innovative solutions that normally involve the schedule, technology, methodology, tools, solution components, and Financial Management of the project.

  • Analyze financial information to forecast business, industry, and economic conditions for use in making investment decisions.

  • Ensure your organization performs Financial Analysis on behalf of clients, and provides consultation to clients around analytical findings.

  • Provide leadership in initiating, designing, developing, and implementing new concepts, techniques and standards to ensure that Financial Planning and Cost Control activities to meet overall objectives.

  • Identify and reduce the inefficiency of operations, aid in increasing profit margins, optimize the investment of Working Capital in inventory, evaluate ROI on capital improvements and achieve greater effectiveness in financial and Project Management, processes and reporting.

  • Confirm your organization drives the selection, implementation and upgrades of all financial Systems And Processes to ensure that you are maximizing your use of technology in streamlining operations and scaling with the complex nature of your workforce.

  • Standardize Financial Performance: implement operational Best Practices and oversee the NetSuite ERP and other financial and inventory Management Software systems used by your organization.

  • Arrange that your business analyzes current processes and business flows to recommends changes in Capital Planning Business Cases, governance processes, Financial Management processes, and information technology acquisitions for more efficient Business Operations.

  • Confirm your operation prepares and/or review monthly reports of Key Performance Indicators (KPI) for Supply Chain to ensure operational efficiencies and financial accountability.

  • DrivE Business transformation projects identified from Internal Audit executing its mission of enhancing value and protecting shareholders, employees, and customers by providing assurance on Financial Reporting, operations, and Compliance Requirements.

  • Stay at the forefront of Digital Trends that are disrupting Financial Services.

  • Develop or refine existing inventory forecast and Demand Planning models based on Future Growth plans, financial considerations, and other internal goals.

  • Lead Financial Performance: work cross functionally to ensure successful end to end planning and execution of merchandise assortment and inventory levels, taking into account Brand Strategy and financial objectives.

  • Assure your operation protects operations by keeping financial information and plans confidential.

  • Be certain that your organization serves as your organization consultant/financial advisor to your organization / Management Team regarding financial and business decisions related to the operations of your organization.

  • Maintain accounting practices that comply with the most recent international Financial Reporting standards.

  • Lead the periodic evaluation, implementation and deployment of financial systems used by your organization.

  • Assure your strategy utilizes Management Information tools, Business Analytics, metrics and corporatE Business Information Systems to analyze financial reports to identify and address trends and issues in performance.

  • Maintain current awareness of developments, trends and legal/regulatory changes in the Financial Services industry.

  • Confirm your planning oversees the production of periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or Financial Reporting standards.

  • Gather, analyze, prepare, and summarize recommendations for financial plans, acquisition activity, trended future requirements, operating forecasts, and others.

  • Reconcile managerial cost calculations for Decision Support with Cost Accounting calculations for Financial Reporting, and account for the differences.

  • Advise management on and initiate programs focused on increasing growth while ensuring alignment with your organizations overall business and financial strategies.

  • Manage Financial Modeling for prospective Merger And Acquisition opportunities.

  • Ensure you invent; turnaround consulting and financial advisory firm.

  • Be accountable for overseeing key IT Business Operations functions like Program Management, Enterprise Architecture, Robotic Process Automation, enterprise testing CoE, Financial Management and Asset Management functions.

  • Establish that your organization performs the Financial Management activities pertaining to the preparation of the annual departmental budgets for staff, operating, and capital expenditures.

  • Assure your organization demonstrates thE Business and financial acumen necessary to develop and present data based ideas and solutions in a clear, concise, organized manner.

  • Be accountable for performing financial transactions and conducting research associated with the Accounts Receivable and payable programs.

  • Drive performance of team members by promoting a Positive Work Environment emphasizing respect, responsiveness, and results.

  • Be accountable for leading Problem Management for security to identify root cause and alternatives to Mitigate Risk.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Financial Performance 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 Financial Performance improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How will effects be measured?

  2. What is the Financial PerformancE Business impact?

  3. How do you reduce the costs of obtaining inputs?

  4. What do you want to improve?

  5. What happens at your organization when people fail?

  6. Are the planned controls in place?

  7. What are the implications of the one critical Financial Performance decision 10 minutes, 10 months, and 10 years from now?

  8. What are the current costs of the Financial Performance process?

  9. What harm might be caused?

  10. Can you do all this work?

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 Performance book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Financial Performance Project Management Form Templates covering over 1500 Financial Performance 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 Financial Performance project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Financial Performance Project Team have enough people to execute the Financial Performance 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 Financial Performance 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 Financial Performance Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Financial Performance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Financial Performance 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 Performance 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 Performance 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 Performance 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 Performance project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Financial Performance 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 Performance 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 Performance investments work better.

This Financial Performance 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.