Financial Planning Toolkit

Downloadable Resources, Instant Access
Adding to cart… The item has been added

Financial responsibility understands financial targets and budget goals; incorporates Financial Analysis into strategic decisions; implements operating budget to address changing priorities; creates sound Business Cases to support expenditures; promotes conservation of organizational resources.

More Uses of the Financial Planning Toolkit:

  • Ensure all business systems are updated with latest customer forecast and provide information to internal teams to enable effective internal operational and Financial Planning processes.

  • Procure to pay, Order to Cash, subscription billing, Fixed assets management, project accounting, financial close and reporting, Cost and Management Accounting and Financial Planning/budgeting.

  • Ensure you oversee; lead, motivate and develop the International Financial Planning And Analysis organization, with overall responsibility for the provision of robust Financial Planning And Analysis to drive business performance.

  • 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.

  • Drive key KPI improvement activities (reducing forecast error and bias), improving Customer Service, reducing excess/obsolete inventory, to enable predictive performance and Financial Planning.

  • Formulate: work in coordination with other departments (business support, workload planning, Financial Planning And Analysis, and information technology services) on Continuous Improvement projects.

  • Ensure you mobilize; lead Decision Making on investment strategies for products, identification of key market drivers for business generation and business profitability, and Resource Allocation.

  • Make sure that your corporation prepares financial and business related analysis and research in areas as labor utilization, asset utilization, Working Capital, and return on invested capital.

  • Establish that your business gathers, develop, coordinates, and maintains business requirements for various projects and/or systems from initial phase to final implementation.

  • Manage: it take analytical, strategic, and results oriented Inventory Management professionals to build your brand partnerships, forecast client behaviors and optimize inventory levels across your network.

  • Improve the speed and accuracy of budgeting and forecasting; collaborate with business stakeholders throughout the Financial Planning process.

  • Formulate: quality demonstrate accuracy and thoroughness; displays commitment to excellence; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.

  • Be accountable to provide focus and integration of data from Marketing, Sales, Customer Marketing, and Finance, which are used to develop accurate and timely forecasts supporting Operations, Sales and Financial Planning.

  • Be accountable for supporting the development and maintenance of an infrastructure that facilitates rapid reporting and analysis of key metrics driving financial and operational performance.

  • Arrange that your enterprise complies; partners with various lines of business and departments to manage change, and understand the operational impact while delivering projects timely.

  • Initiate: design, develop, implement and improve processes related to budgeting, forecasting, Financial Reporting and analysis in a high growth business.

  • Drive: partner with the COO on integrated operational reporting and highlighting insights / opportunities, link with budgeting and Financial Planning decisions by producing business performance reports and conducting what if scenario analysis (cash flow, inventory and logistics optimization, other).

  • Ensure you audit; lead the Financial Planning and reporting process ensuring smooth Data Integration between financial systems, internal financial models and other operational tools.

  • Confirm your enterprise uses analytical tools and techniques produced by Financial Planning And Analysis to ensure operating plans are efficient, effective, and in line with market conditions.

  • Serve as a key resource for customers on organization or product policies and systems and troubleshoot simple usability issues raised by customers.

  • Secure that your planning develops, recommend and implements Financial Planning policies and guidelines to support long term Financial Modeling and financial support for your organizations strategic plan.

  • Drive Process Improvement and Policy Development initiatives that impact the function; Drive the implementation of key Financial Planning systems.

  • Ensure that Financial Planning and controls for IT portfolio decisions provide a return on investment, Cost Savings, Performance Improvement and clearly link to the defined Business Strategy.

  • Be accountable for developing and preparing qualitative and Quantitative Analysis of operational and financial performance to identify trends and opportunities for business improvement.

  • Help your organization understand how the pieces fit together to drive performance and strengthen the teams partnership and influencing skills in pursuit of growth.

  • Ensure efficient Systems And Processes exist to facilitate Financial Planning analysis and reporting across the broader Sales organization for Pre and Post Analysis.

  • Standardize: here, finance serves as a critical business partner by providing the analysis, insight and guidance to enable strategic Decision Making and successful bottom line results.

  • Warrant that your business complies; links the finance/data with program leadership, customer, suppliers and other functional organizations to help drive revenue growth, cost reduction, and operating profit performance to meet short term and long term Business Objectives.

  • Collaborate across the Corporate Strategy and Financial Planning team to align Strategic Objectives and plans with financial targets and plans.

  • Achieve financial goals through effective Business Analysis, Financial Planning, Cost Management, and execution of earnings driven initiatives.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How do mission and objectives affect the Financial Planning processes of your organization?

  2. What, related to, Financial Planning processes does your organization outsource?

  3. Do you have a flow diagram of what happens?

  4. Are you satisfied with your current role? If not, what is missing from it?

  5. Who gets your output?

  6. Ask yourself: how would you do this work if you only had one staff member to do it?

  7. Are all requirements met?

  8. How do you improve your likelihood of success?

  9. Have you identified breakpoints and/or risk tolerances that will trigger broad consideration of a potential need for intervention or modification of strategy?

  10. What is your plan to assess your security risks?

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

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

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

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

1.0 Initiating Process Group:

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 Financial Planning 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 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 Planning project with this in-depth Financial Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Financial Planning 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 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 investments work better.

This Financial Planning 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.