Fiscal Planning Toolkit

Downloadable Resources, Instant Access

Not sure if this is for you?

Complete this form to receive access to the Toolkit content
Contact Email  *
First Name *
Last Name 
*Required Fields
Note: If your timing isn't quite right yet, we'll keep you updated through our newsletter. You can always choose to opt out when you feel the information is no longer relevant to your situation. 

Devise Fiscal Planning: Quality Control, compliance, information technology, operations (processing, underwriting, closing), internal and External Audit, Vendor Management, servicing, representations and warranties, insuring.

More Uses of the Fiscal Planning Toolkit:

  • Ensure your organization provides substantive management support services in the areas of special programs/projects, surveys, training/development needs, workforce enhancements programs, audit readiness, Records management, cost analysis, and multi year Fiscal Planning.

  • Develop Fiscal Planning: Fiscal Management of the project and implementation of the sustainability plan to ensure program continuation into the future.

  • Assure your enterprise analyzes data trends in budget and fiscal operations supporting the preparation and execution of budget and committee meetings.

  • Be certain that your organization meets with fiscal team monthly to monitor monthly expenditures, analyzes variation from projections and initiates Corrective Actions as indicated and appropriate.

  • Systematize Fiscal Planning: Fiscal Management of the project and implementation of the sustainability plan to ensure program continuation into the future.

  • Ensure your corporation complies; principles and methods of Fiscal Management, budgetary preparation and controls, Program Planning, implementation and administration.

  • Determine and implement best Strategic Direction for Quality engineering team regarding organization, competencies, human and fiscal Resource Planning, and quality planning.

  • Arrange that your planning demonstrates fiscal responsibility and maintains annual Compliance budget and/or spending policy.

  • Ensure your planning performs and implements Quality Assurance programs and procedures of assigned fiscal area; provides support in Strategic Planning processes and development of goals and objectives.

  • Investigate is for managing responsibility of the Fiscal Management of department; assures proper utilization of organizations financial resources.

  • Become involved in development, implementation and annual review of strategic plan through the fiscal modeling of Business Cases and impact.

  • Ensure your organization participates in the planning and development of departmental budgets, revenue, capital and operational expenses, sufficient number of staff, and any other plans for allocation of fiscal or other resources according to the scope of services provided.

  • Make sure that your organization determines and implements best Strategic Direction for Quality Systems function with regard to organization, competencies, human and fiscal Resource Planning, quality planning and Quality Systems Best Practices.

  • Make sure that your project complies; implements accounting policies and controls for the Other Revenue team, fiscal controls, prepares financial reports and safeguards your organizations assets.

  • Make sure that your organization determines and implements best Strategic Direction for the function with regard to organization, competencies, human and fiscal Resource Planning, quality planning and Design Control Best Practices.

  • Manage to stay informed on industry Best Practices for performance based monitoring and address fiscal related contract oversight administration gaps through improved policy and procedure enhancements.

  • Establish Fiscal Planning: Fiscal Management of the project and implementation of the sustainability plan to ensure program continuation into the future.

  • Supervise Fiscal Planning: work under direction to provide analytical support to organization programs and services with a particular emphasis on budget, fiscal and performance issues.

  • Prepare IT budgets and manage fiscal affairs; establish, monitor and maintain budgetary controls and accountability.

  • Establish that your organization complies; monitors expenses in accordance with a system that emphasizes fiscal responsibility, accountability, and compliance.

  • Secure that your project performs and implements Quality Assurance programs and procedures of assigned fiscal area; provides support in Strategic Planning processes and development of goals and objectives.

  • Arrange that your group evaluates enterprise Windows Server hardware/software to test, modify, or improve existing enterprise Windows hosting services for fiscal service and implement new systems of greater complexity.

  • Confirm your team complies; exercises superior fiscal and operational management expertise through subordinate supervisors to Reduce Costs, control personnel expenditures, find efficiencies, and develop innovative processes and approaches to achieve your organizational mission.

  • Ensure your business determines and implements best Strategic Direction for Quality Systems function with regard to organization, competencies, human and fiscal Resource Planning, quality planning and Quality Systems Best Practices.

  • Orchestrate Fiscal Planning: track and report on the progress of SOX control deficiencies and observations identified during the fiscal year and monitor remediation according to prescribed deadlines with External AudIT Organization and the audit committee.

  • Control Fiscal Planning: monitor execution of spend plans throughout the fiscal year, anticipating changes in policy and making necessary adjustments to ensure available funding.

  • Provide skill in developing and administering technical Work Plans and budgets to effectively manage personnel and fiscal resources necessary to meet complex and competing program requirements.

  • Oversee the establishment of generally accepted accounting principles of Fiscal Management standards, systems and Best Practices aimed at building finance stewardship and accountability.

  • Gather detailed cost elements and work with current pricing information to negotiate with suppliers on quality requirements, prices, payment terms, lead times/delivery, freight payment terms and any other fiscal benefits.

  • Ensure the delivery of the IS technology Supply Chain with proper fiscal oversight, controls and reporting.

  • Be accountable for planning and execution of experiments and validation of protocols, provide technical direction and mentoring to Development Associates.

  • Manage knowledge and compliance with Policies and Procedures as detailed in the personnel policy and procedure manual.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What are the affordable Fiscal Planning risks?

  2. Why is this needed?

  3. How will the Fiscal Planning data be analyzed?

  4. What Fiscal Planning modifications can you make work for you?

  5. What are your outputs?

  6. How difficult is it to qualify what Fiscal Planning ROI is?

  7. How do you Reduce Costs?

  8. Will there be any necessary staff changes (redundancies or new hires)?

  9. What measurements are being captured?

  10. How do the Fiscal Planning results compare with the performance of your competitors and other organizations with similar offerings?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Fiscal Planning Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Fiscal Planning 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 Fiscal Planning 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 Fiscal 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 Fiscal 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 Fiscal Planning project with this in-depth Fiscal Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Fiscal 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 Fiscal 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 Fiscal Planning investments work better.

This Fiscal 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.