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

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HIGHLIGHTS

Author: Gerard Blokdijk TOP AUTHOR [?]

Immediate, digital download

File Type: Excel workbook (XLSX)

Secondary File: Zip archive file (ZIP)

BENEFITS OF DOCUMENT

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.
Ensure that the Finance Organization is structured and sized, so as to be optimally aligned to the needs of the organization.
Manage the corporate finance strategy by raising appropriate levels of debt and equity to meet growth requirements while maintaining an optimized capital structure.

DOCUMENT DESCRIPTION

This product (Chief Financial Officer [CFO] - Implementation Toolkit) is an Excel workbook (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.

Got a question about the product? Email us at [email protected] or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

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

ABOUT THE AUTHOR: GERARD BLOKDIJK

Gerard is the CEO at The Art of Service. He has been providing information technology insights, talks, tools and products to organizations in a wide range of industries for over 25 years. Gerard is a widely recognized and respected information expert. Gerard founded The Art of Service consulting business in 2000. Gerard has authored numerous published books to date.

Gerard Blokdijk has published 305 additional documents on Flevy.

DETAILS

File Type: Excel (xlsx)

File Size: 455.8 KB

This business document is categorized under the function(s): Corporate Finance

It applies to All Industries

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

This product contains a supplemental ZIP document.

Initial upload date (first version): Jan 10, 2022

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