Save time, empower your teams and effectively upgrade your processes with access to this practical Financial Planning and Analysis Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Financial Planning and Analysis 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 Planning and Analysis specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Financial Planning and Analysis 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 992 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 Planning and Analysis improvements can be made.
Examples; 10 of the 992 standard requirements:
- Will workforce financial planning blur into strategic planning, as technology enables constant transition rather than specific transformation?
- How your organization translated climate scenarios to financial models and whether the scenario analysis is used in strategic planning?
- Are you looking to be the lead person to drive the planning, forecasting and analysis for a large solutions and service business?
- Is there any impact computed for the additional limitations associated with the deduction of compensation in excess of million?
- Who takes charge to make sure your organizations data is being used as effectively as possible to support high level strategy?
- When will your organization provide a schedule detailing the calculation of interest expense on the over recovered balance?
- When have you supported, developed and empowered a diverse team to achieve the full potential and what was your approach?
- Have your planning processes and the outputs been compromised because you have had incomplete and/or inaccurate data?
- Does analysis of climate related risks and opportunities feed into financial planning and strategy development?
- Have you identified someone within your finance department that would be an initial user of a CPM solution?
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 Planning and Analysis book in PDF containing 992 requirements, which criteria correspond to the criteria in...
Your Financial Planning and Analysis 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 Planning and Analysis Self-Assessment and Scorecard you will develop a clear picture of which Financial Planning and Analysis 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 Planning and Analysis 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 Planning and Analysis projects with the 62 implementation resources:
- 62 step-by-step Financial Planning and Analysis Project Management Form Templates covering over 1500 Financial Planning and Analysis project requirements and success criteria:
Examples; 10 of the check box criteria:
- Cost Baseline: Review your risk triggers -have your risks changed?
- Requirements Documentation: How does the proposed Financial Planning and Analysis project contribute to the overall objectives of your organization?
- Project Portfolio management: Why would the work force want to know the force rank order of the portfolio?
- WBS Dictionary: Are overhead cost budgets established for each organization which has authority to incur overhead costs?
- Risk Register: Are there other alternative controls that could be implemented?
- Quality Metrics: Where did complaints, returns and warranty claims come from?
- Team Operating Agreement: Do you leverage technology engagement tools group chat, polls, screen sharing, etc.?
- Risk Management Plan: What are some questions that should be addressed in a risk management plan?
- Procurement Audit: Does the procurement Financial Planning and Analysis project have a clear goal and does the goal meet the specified needs of the users?
- Executing Process Group: Does the Financial Planning and Analysis project team have enough people to execute the Financial Planning and Analysis project plan?
Step-by-step and complete Financial Planning and Analysis Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Financial Planning and Analysis project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Financial Planning and Analysis 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 Planning and Analysis 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 Planning and Analysis 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 Planning and Analysis 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 Planning and Analysis 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 Planning and Analysis project with this in-depth Financial Planning and Analysis Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Financial Planning and Analysis 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 Planning and Analysis 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 Planning and Analysis investments work better.
This Financial Planning and Analysis 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.
