Description

In the book and the accompanying PDF toolkit, I have many exhibits, checklists, worksheets, and workshop agendas that can be purchased as E-templates. In this package I also include a PowerPoint sales pitch to the C-suite.  Readers will find it cost beneficial to purchase the electronic versions, thus avoiding a time consuming formatting exercise.

These electronic versions represent over USD$30,000 of my time over the years I have developed them.

The report formats are provided on the basis that I hold no liability for the accuracy of the spreadsheets or how you use them.

The Word + Excel 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

Finance Team checklists include

• 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

The PowerPoint templates include

• 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