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A sample of Electronic Templates available for purchase
The 100-page PDF implementation guide and a sample of E-templates for book owners
This book comes with a 100-page PDF implementation guide for book owners, as well as some free e-templates. Click the button below to access!
A simple guide to transform your finance team
1. The Financial Controller and CFO’s Toolkit (2016) is now available. It is the updated version of Pareto’s 80/20 Rule for Corporate Accountants (2007) and Winning CFOs (2011).
The book is designed for senior financial managers who want to radically modernise their departments, make higher-value contributions to the organisation, and develop a reputation as an innovative leader of efficiency. This book is targeted at finance teams from small to multi-national organisations and is designed to walk you through seamless implementations.
2. This book provides over 100 lean practice solutions from lean finance teams including:
- The key steps to selling and leading change effectively
- Rapid month-end results—inside three working days
- Templates for lean one-page reports (daily, weekly, and monthly examples)
- Agile methodologies for instant improved teamwork (Scrum, Kanban, Post-it Re-engineering, Kaizen)
- Ways to reduce accounts payable volume by 60%
- The seven 21st century technologies that will radically improve the finance team’s productivity
- Rapid annual accounts and annual plans
- Implementing quarterly rolling forecasting
- Getting your KPIs to work
- How to attract and recruit talent
- Practical insights from the paradigm shifters (Peter Drucker, Jim Collins, Jack Welch, John Kotter, Jeremy Hope)
3. E-templates of nearly all the book exhibits + additional PowerPoint presentations
Finance team leaders can purchase the electronic version of the book templates plus useful PowerPoint presentations from here.
4. The Word + Excel E-templates include:
- Draft letters and memos
- Rules for a bulletproof presentation
- A PowerPoint presentation checklist
- A finance team user satisfaction questionnaire template
- An over’s and under’s schedule and template
- Month-end reporting rules for the finance team
- A one page month-end flash report for the CEO
- Lists of technology software providers
- Over 20 finance team reporting templates
- One page month-end report to the CEO
- One page board dashboard
- One page investment proposal
- Weekly list of overdue projects
- One page annual plan for a business unit
- Sales forecasting template
- Travel and accommodation calculator template
- Re-engineering month-end workshop agenda
- Month-end cost template
- Annual planning cost template
- Year-end accounts cost template
- Value stream accounting templates
- Rolling forecasting timetable
- Annual planning timetable
- Rolling forecast one page report
- KPI report templates
- Cost of downsizing template
- 14 great interview questions
- A list of common operational success factors
- KPI team leader job description
5. Finance Team E-checklists
- Planning tool selection and implementation schedule
- Month-end reporting checklist
- Implementing technologies checklist
- Implementing a new general ledger checklist
- Reduce accounts payable checklist
- Lean reporting checklist
- Lean board reporting checklist
- Annual planning checklist
- Planning focus group agenda
- Annual planning workshop agenda
- Re-engineering instructions for annual planning
- Re-engineering instructions for year-end
- Invitation to post it re-engineering session
- Working smarter checklist
- Agenda for a finance team off-site meeting
- 15 week program to lock in good leadership habits
- Year-end reporting for the finance team
- Year-end accounting checklist
- Agenda for a quick year-end workshop
- Accounts receivable checklist
- Evaluation project team member’s checklist
- Implementing quarterly rolling forecasting checklist
- Performing a quarterly rolling forecasting checklist
- Planning tool supplier evaluation checklist
- Implementing KPIs checklist
- Developing winning KPIs checklist
- Performance pay scheme checklist
- Takeover or merger scorecard
- Reorganization checklist
6. The PowerPoint E-templates
- A strategy PowerPoint slide deck
- Selling KPIs in your organisation
- Selling quick month-end reporting
- Selling a quick annual planning process
- Selling the change from annual planning to rolling planning forecasting
Dear David,
This book will answer the following questions:
Questions about the STAX theme and Organic Blocks plugin? Well, we’ve got answers.
What is a rolling forecast?
Why is Excel not appropriate for rolling forecasting and reporting?
What are the steps for a fast close?
What features should be in the finance function to meet tomorrow’s challenges?
How do I restructure my finance team?
What does a rolling 4,6 forecast mean?
What is a fast close month end process?
What are the leading practices and priorities of the finance teams of the world’s best performing companies?
What do best in class finance functions do?
What tasks should I undertake to transform my finance team?
David Parmenter’s Implementation guides (whitepapers + E-templates)
David’s intellectual property is constantly evolving and to access his up to the minute work it is best to purchase his extensive implementation guides. On notification of a purchase, David reviews the whitepapers, updating them, and then publishes. Ensuring that the reader receives his most up to date thinking. For more information, you can browse the implementation guides below.
- KPI implementation guide (SMEs <100 FTEs) – 180 page PDF whitepaper + e-templates +KPI database
- KPI implementation guide (SMEs 100-250 FTEs) -Whitepaper + e-templates + KPI database
- KPI implementation guide (Orgs Over 250 FTEs) – 180 page PDF whitepaper + e-templates + KPI database
- Moving to a lean finance function – A Journey Worth Making (120 page paper + electronic media)
- How to Implement Quarterly Rolling Forecasting and Quarterly Rolling Planning – and get it right first time (100 page paper + electronic media)
- How to Implement a Forecasting and Planning Tool – and get it right first time (110 page paper + electronic media)
- An Annual Plan in Two Weeks or Less (80 page paper + electronic media)
- Rapid month end reporting by day three or less and error free (120 page paper + electronic media)
- Quick Annual Reporting: Auditors sign off within 15 working days post year-end (80 page paper + electronic media)(not found)
- Reporting Informatively & Error Free – Decision Based Reporting Templates (90 page paper + electronic media)
- The twenty major mistakes corporate accountants make every year (100 page paper + electronic media)
- 20+ System Improvements for the Finance Team (80 page paper + electronic media)
- Winning leadership implementation guide (100 page paper + electronic media)(not found)