Working guide: Lean One Page Reporting for the Finance Team

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Working guide: Lean One Page Reporting for the Finance Team

USD $20.00

Many management reports are merely memorandums of information. This working guide outlines one-page formats that will make a difference (CEO finance report, Board Dashboard, Capex proposal). It also refers to the work of data visualization expert, Stephen Few, and the quality control steps you should take to make sure all your reports are error free.

This unique implementation working guide covers some one page reports that will win you fans. The working guide contains 30 pages designed to help readers to implement quick wins that will impress the senior management team.  The working guide comes with  electronic templates to assist in a swift implementation. I have spent around US$20,000 researching, writing and testing this working guide. I guarantee, if you purchase, read, and act you will save many times the cost of this guide.

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Product Description

Many management reports are merely memorandums of information. This working guide outlines one-page formats that will make a difference (CEO finance report, Board Dashboard, Capex proposal). It also refers to the work of data visualization expert, Stephen Few, and the quality control steps you should take to make sure all your reports are error free.

This unique implementation working guide covers some one page reports that will win you fans. The working guide contains 30 pages designed to help readers to implement quick wins that will impress the senior management team.  The working guide comes with  electronic templates to assist in a swift implementation. I have spent around US$20,000 researching, writing and testing these working guides. I guarantee, if you purchase, read, and act you will save many times the cost of this guide.

Contents

  • Better practice month-end reporting formats
  • Reporting a business unit’s performance
  • Value stream reporting
  • Reporting a consolidated Profit & Loss account
  • A3 page summary report for the CEO
  • Reporting the balance sheet
  • Reporting a Profit & Loss forecast
  • Reporting a daily cash flow forecast
  • Reporting a monthly cash flow forecast
  • Reporting capital expenditure
  • Controlling the capex approval process
  • The Toyota A3 investment proposal
  • Reporting the strategic objectives/ risks/ costs pressures
  • Daily / weekly reporting
  • Yesterday’s sales report
  • Weekly key customer’s sales
  • Weekly late project reporting
  • Weekly list of overdue reports
  • Making your project reports decision based
  • A Board Dashboard

This working guide will help you answer queries and guide you to a best practice solution in this area. These working guides are sent as a PDF copy, normally within 48 hours of payment.

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