Chief Financial Officer (CFO) - Implementation Toolkit (Excel XLSX)

BENEFITS OF DOCUMENT

1. Ensure your organization establishes Finance Operational Strategies by evaluating trends; establishing critical measurements; determining production, productivity, quality, and Customer Service strategies; designing systems; and accumulating resources.
2. Ensure that the Finance Organization is structured and sized, so as to be optimally aligned to the needs of the organization.
3. Manage the corporate finance strategy by raising appropriate levels of debt and equity to meet growth requirements while maintaining an optimized capital structure.

DESCRIPTION

This product (Chief Financial Officer [CFO] - Implementation Toolkit) is an Excel template (XLSX) with a supplemental Zip archive file document, which you can download immediately upon purchase.

The Chief Financial Officer (CFO) Implementation Toolkit includes a set of best-practice templates, step-by-step workplans, and maturity diagnostics for any CFO related project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).

Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.

STEP 1: Get your bearings

Start with the latest quick edition of the CFO 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.

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 CFO improvements can be made.

The Self-Assessment Excel Dashboard; with the CFO Self-Assessment and Scorecard you will develop a clear picture of which CFO 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 CFO 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 CFO projects with the 62 implementation resources. There are 62 step-by-step Chief Financial Officer Project Management Form Templates covering over 1500 CFO project requirements and success criteria.

Source: Chief Financial Officer (CFO) - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk