Book E-templates

All my books have a heavy focus on implementation. You can buy the electronic version of most of the book’s exhibits and the accompanying pdf toolkit.

Implementation Guides

Each guide (between 90-120 pages) includes my latest thinking and comes with E-templates.

Expert Articles

These articles (15-30 pages) cover my latest research on the topic. They also come with accompanying E-templates and are the equivalent of other writers’ whitepapers.

Book Owner’s PDF Toolkit (Free)

Board One Screen Dashboard Template

Because the board’s role is one of governance and not of management they need indicators of overall performance that need only be reviewed monthly or bimonthly.

These measures are called key result indicators (KRIs). Typically, a board would need to see between 9 and 12 graphs covering the critical success factors and outcome statements. These measures work particularly well in helping the board focus on strategic rather than management issues, and they will support management in their thrust to move board meetings away from the monthly cycle. These KRIs are best reported in a dashboard. A dashboard should be a one-screen display with the graphs, summary financials, and commentary in two headings (‘Areas of Concern‘ and ‘Areas to Note‘).

One Screen Monthly Finance Report To CEO Template

Learn more

CFO book e-templates

From “The Financial Controller and CFO’s Toolkit” 3rd Ed

KPI book E-template

From David Parmenter’s KPI Book 4th Ed

Implementation guides for cfos

Lean Finance Team Implementation Guides +E-templates

Implementation guides for kpi teamS

CSFs & KPIs Implementation Guides +E-templates

Implementation guides for managers

Management and Leadership Implementation Guide (+E-templates)

‘Expert’ Articles

15 to 30 page ‘Expert’ Articles (+E-templates)

Testimonials on David’s KPI methodology

Organisations that have used David’s ‘Winning KPI’ methodology

Testimonials on KPI book

Testimonials on the 4th edition

Testimonials on David’s CFO book

Reviews on ‘The Financial Controller and CFO Toolkit’ book

Attendees feedback

Attendees reviews on David’s courses and Keynote speeches

Dear David,

I wanted to write and say thank you for the positive impact you have had on my own financial career and journey. I first came across your work at a CIMA workshop on KPIs in the early 2000’s. It was held in London. I think it may have been at the CIMA Institute HQ.

I was truly inspired that day not only by the content delivered but the way you delivered it. Since then, I’ve purchased your books, updated editions, etc. and have applied many principles. Without a doubt, the inspiration and the application of your ideas/concepts have given me success, and that success has allowed me life experiences that I would not have thought possible.

I always recommend your books to my peers, finance staff, and those going through graduate programs, etc and enjoy the benefits. The faster month-end close and post-it session to get there has been a particular favorite of mine. It gets the foundations right for the next stages in a Finance department’s evolution.

I’ve thought about writing something like this for many years and showing my gratitude. Today I thought I’d just be kind and get on with saying thanks. All the best.

David Stuart Finance Director Holker Group

Frequently Asked Questions

If I buy an implementation guide, how long does it take to be sent to me?

About two working days. Once I have received the advice from PayPal I review the guide and insert any relevant new learnings before sending the PDF + E-templates.

Can I buy David’s books from the web?

All books are available from leading on-line book sellers.

How long does it take to implement KPI in my company?

The goal is 16 weeks if you follow my advice for a full time KPI team. Unfortunately most implementations are driven by well meaning in-house team that still has other pressing duties so the rollout can take up six months.

Is it possible for David Parmenter to help organization with the implementation?

I can train an in-house team via webinar technology. I also help sell the concept by delivering key presentation’s to in-house audiences. I have done this successfully for the last ten years.

How best to follow David’s latest work?

My first route is via my LinkedIn page and then I post on my blog a bit later.