1.Abandoning processes that do not work.2. Ownership of project is in-house3. Forecasting at category level rather than account code level.4. Adopting a fast light touch5. Using a planning tool6. Linking to current and future strategic issues and drivers7. Separating targets and realistic forecasts.8. A bottom-up process that is done quarterly.9. Designing the planning tool with…

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These 10 one-page reports that Finance teams need to use have been extracted from One-Page Finance Team Reporting Templates (90 page Whitepaper + electronic templates) Templates Next steps To implement these steps you should purchase One-Page Finance Team Reporting Templates (90 page Whitepaper + electronic templates)

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1. Eliminate all wasteful month-end processes by using ‘Post-It sticker’ reengineering Re-engineering processes can be a complex and expensive task or a relatively easy one: the choice is yours. The Post-it sticker process is explained in my “Winning CFO” book and I will send you the extract if you send me an email. Abandonment is the key…

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Links to some Finance Team Best Practice Published Articles How finance teams can help their organisation get future-ready Business Analytics IBM 2015 (48 mins) The 6-10 mistakes corporate accountants make How to avoid the top 20 mistakes – part 2. (4 mins) The free accounts payable system Why your organisation needs a ‘purchase card’. ACCA…

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Links to some Management Published Articles A Band of Brothers Leadership lessons from Lord Nelson. Leadership Excellece 2011 (6 mins) Horatio Nelson- creating a band of brothers Nelson’s Leadership Foundation Stones. (20 mins) Measuring Performance in difficult times How to focus on the measurements that matter. ICAEW 2009 (10 mins) Abandon Ship How to use…

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Links to some Annual Budgeting Published Articles How to implement a planning tool and get it right the first time A better annual plan or a quarterly rolling process. IBM 2014 (48 mins) Re-engineering the Planning System How to re-engineer the annual budget. 2015 ICAEW (8 mins) Abandon Budgets – And set your enterprise free.…

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Links to some Rolling Forecasting Published Articles Roll model In this latest article on rolling planning. 2014 ACCA (4mins) Demolishing barriers to success Quarterly rollingplanning (QRP) is the most important managementtool of this decade. ZICAl 2005 Why you need a planning tool And how to sell it to the C-suite. IBM 2015 (20 mins) The…

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Links to some CSFs Published Articles The guiding force The organisation’s critical success factors. 2017 ACCA (4mins) The C factor A guide to implementing critical success factors. Nov 2017 ACCA (4mins) Links to the CSFs Chapter in the 4th Edition Here are the book’s must read introduction and ground breaking chapter on CSFs for you…

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Links to some KPI Published Articles Performance Measures We need to challenge six myths. Leadership Journal July 2013 (4 mins) Abolishing the myths of performance Management ICAEW July 2013 Switch on your indicator The power of KPIs in practice. June 2015 ACCA (4mins) Crunchy KPIs How measuring performance feeds success. Management Mag 2004 The C…

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Web Based PDF Toolkits for Book Owners With all my books there is a heavy focus on implementation. The purpose is to prepare the route forward. To second guess the barriers the implementation team will need to cross and set out the major tasks they will need to undertake. To limit the size of the recent…

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