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Finding your Organization’s Critical Success Factors – Toolkit (Whitepaper 115 pages+ electronic templates)

Have a profound impact on your organization – Find your CSFs. This paper will help you find your organization's Critical Success Factors (CSFs) the impact on performance measures, prioritization of activities and the elimination of unproductive processes is very profound. Comprehensive checklists, workshop agendas and templates (also received electronically) will help you move forward. Please click here to look inside the toolkit.  

By |February 10th, 2016|Comments Off on Finding your Organization’s Critical Success Factors – Toolkit (Whitepaper 115 pages+ electronic templates)

How to write a Finance report that people read and leads to a “Yes”- guidelines, rules, and one page E-templates to get your report over the line

This unique implementation toolkit comprise my latest thinking on the subject matter. The toolkit contains 80 pages designed to help readers implement best practice reporting. Reporting daily, weekly and monthly in a decision based way. This toolkit covers reporting: financial performance; performance measures; progress against projects and strategy; capital expenditure; board reporting; and the influence of Stephen Few's work. Comprehensive  E-templates will help you move forward. Price in US Dollars. I have spent around US$20,000 developing and updating this toolkit. I guarantee, you will save many times the cost of the toolkit. Table of Contents

  1. Background. 5
1.1.       Many finance reports are not a management tool 5 1.2.       Where was the training in report writing? 6 1.3.       A book you should devour 6 1.4.       Message from a frustrated CEO. 6 1.5.       Selling change –this is what many reports are trying to do. 7
  1. Basics of reporting. 9
2.1.       You first need to understand some time management techniques. 9 2.2.       Achieving a common understanding of the assignment 15 2.3.       Planning your research. 15 2.4.       Designing that Florence Nightingale graphic 16 2.5.       Interviewing techniques when doing research. 16 2.6.       Designing graphs by Stephen Few, an expert based in the USA. 20 2.7.       Planning what you want to say. 25 2.8.       Have a report style you keep to. 28 2.9.       Getting your presentations pursausive. 30 2.10.         Adopt these quality reporting processes 31 2.11.         Limiting the use of Excel in reporting. 33 2.12.         Avoid unnecessary detail 34 2.13.         Remember the decision maker is an alligator 34
  1. Better practice month-end reporting formats 35
3.1.       Issuing a flash report by close of play Day+1. 35 3.2.       Standard Month-end Reports 36 3.3.       Cashflow reports 42 3.5.       Capex reports 44 3.6.       Treasury graphs 46
  1. Modifications to month-end reporting. 47
4.1.       The impact of the lean methodology on traditional accounting. 47 4.2.       The Toyota A3 investment proposal 52 4.3.       Quarterly rolling forecasting / planning. 54 4.4.       Have one-page summary of the rolling forecast 54 4.5.       Reporting against a recent forecast rather than a budget 56 4.6.       Reporting the strategic objectives/ risks/ costs pressures 57 4.7.       Monthly reporting on HR so management become interested. 60
  1. Designing and Drafting one page dashboards 64
5.1.       Common dashboard pitfalls 64 5.2.       Three well designed dashboards 65 5.3.       Three poorly designed dashboards 65
  1. Board reporting better practices 72
6.1.       Scoping of the information requests 72 6.2.       More empowerment and no rewriting! 72 6.3.       Continually purging the Board papers 73 6.4.       More timely Board meetings 73 6.5.       A One-Page Board Dashboard. 73 6.6.       Reporting the rolling forecast to the Board. 77
  1. Reporting to improve performance. 80
7.1.       Getting your KPIs to work. 80 7.2.       The four types of performance measures 80 7.3.       Unintended behaviour – the dark side of measures 84 7.4.       Reporting the KPIs to management and staff 85 7.5.       Reporting RIs and PIs to Management 87 7.6.       Reporting team performance measures 90 7.7.       How the reporting of performance measures fits together 91 7.8.       Daily / weekly reporting formats 92 7.9.       Making your project reports decision based. 98
  1. Improving quality of your reporting. 101
8.1.       Getting your presentations persuasive. 101 8.2.       Planning what you want to say. 101 8.3.       Using tables in word. 102 8.4.       Quality reporting processes 102 8.5.       Limiting the use of Excel in reporting. 104
  1. Other reporting issues 107
9.1.       Better practice reporting stories 107
  1. Writer’s biography. 109
Appendix 2:  Examples of report formats from a reporting tool 110 Appendix 3 Delivering compelling PowerPoint presentations 113    

By |February 10th, 2016|Comments Off on How to write a Finance report that people read and leads to a “Yes”- guidelines, rules, and one page E-templates to get your report over the line

Lean Practices to Transform Your Finance Team – Toolkit (120 page Whitepaper + electronic templates)

This unique implementation toolkit comprise my latest thinking on the subject matter. The toolkit contains 110 pages designed to help readers to implement quick wins that will save the finance team over 30% of their time and free them up to become more strategic.  The  toolkit comes with electronic media, eg: formats, templates, and workshop agendas to assist in swift implementation. I have spent around US$50,000 developing and updating this toolkit. I guarantee, you will save many times the cost of the toolkit. Please click here to look inside the toolkit (whitepaper+e-templates)

By |February 10th, 2016|Comments Off on Lean Practices to Transform Your Finance Team – Toolkit (120 page Whitepaper + electronic templates)

How to avoid the twenty major mistakes corporate accountants commonly make every year – Toolkit (110 page Whitepaper + e-templates)

Continue to commit these mistakes at your peril. Purchase this paper to identify what these mistakes are, why they are made and the practical steps to rectify them. Transform your finance team, team morale and your career. A comprehensive tool-kit is provided electronically to help you move forward tomorrow. Please click here to look inside the white paper.

By |February 10th, 2016|Comments Off on How to avoid the twenty major mistakes corporate accountants commonly make every year – Toolkit (110 page Whitepaper + e-templates)

How to Implement a Forecasting and Planning Tool – and get it right first time – Toolkit (80 page Whitepaper + electronic templates)

This unique implementation toolkit comprise my latest thinking on the subject matter. The toolkit contains 80 pages designed to help readers to avoid the carnage of a failed implementation. This toolkit sets out the foundation stones for implementing a planning tool, the key forecasting traits you need to adopt, an implementation schedule and the reporting output you should aim for. Comprehensive checklists and templates (also received electronically) will help you with implementation. I have spent around US$50,000 developing and updating this toolkit. I guarantee, you will save many times the cost of the toolkit. Please click here to look inside the toolkit (whitepaper+e-templates)

By |February 10th, 2016|Comments Off on How to Implement a Forecasting and Planning Tool – and get it right first time – Toolkit (80 page Whitepaper + electronic templates)

How to Implement Quarterly Rolling Forecasting and Quarterly Rolling Planning – and get it right first time – Toolkit (110 page Whitepaper + electronic templates)

If your forecasting is a nightmare, of long nights, Excel spreadsheet error messages and praying that the resulting numbers are right you need to read this toolkit. This unique implementation toolkit comprise my latest thinking on the subject matter. The toolkit contains 110 pages designed to help readers to implement quarterly rolling forecasting.  The  toolkit comes with electronic media, eg: formats, templates, and workshop agendas to assist in a swift implementation. I have spent around US$50,000 developing and updating this toolkit. I guarantee, you will save many times the cost of the toolkit. Price in US Dollars. Please click here to look inside the toolkit (whitepaper + e-templates)

By |February 10th, 2016|Comments Off on How to Implement Quarterly Rolling Forecasting and Quarterly Rolling Planning – and get it right first time – Toolkit (110 page Whitepaper + electronic templates)

Fast close: A Guide to Rapid Month-end and Year-end Reporting – Toolkit (120 page Whitepaper + electronic templates)

Finance teams are spending far too much time on month-end and year-end reporting. If your month-end takes more than three days, your year-end drags on into the second month or the monthly management reports are too large, and not error free then this is a must access toolkit. This unique implementation toolkit comprise my latest thinking on the subject matter. The toolkit contains 120 pages + 20 e-templates designed to help readers implement better practice methods. The  toolkit comes with electronic media, eg: formats, templates, and workshop agendas to assist in swift implementation. I have spent around US$50,000 developing and updating this toolkit. I guarantee, you will save many times the cost of the toolkit. Please click here to look inside the toolkit (whitepaper+e-templates)

By |February 10th, 2016|Comments Off on Fast close: A Guide to Rapid Month-end and Year-end Reporting – Toolkit (120 page Whitepaper + electronic templates)

KPI Implementation Package For Government and Non Profit Agencies (Two toolkits, KPI book templates + KPI database)

A special deal for those Government and Non Profit Agencies wanting to implement David Parmenter's winning KPIs in their organisation.  You will receive all of the following for only US$299 (a saving of  US$117) For content and a look inside for each product, click on the links below This will help you: ascertain the critical success factors in your governmental or non-profit agency; guide you to finding your winning KPIs; and show you how to make your KPIs work.  This package will help your organisation on the journey from good to great.  

By |January 9th, 2016|Comments Off on KPI Implementation Package For Government and Non Profit Agencies (Two toolkits, KPI book templates + KPI database)

KPI Implementation Package for SME’s, large multinationals (Two toolkits, KPI book templates + KPI database)

A special deal for those wanting to implement David Parmenter's winning KPIs in their organisation.  You will receive all of the following for only US$299 (a saving of nearly US$300)
For content and a look inside for each product, click on the links below
This will help you: ascertain the critical success factors in your organisation; guide you to finding your winning KPIs; and show you how to make your KPIs work.  This package will help your organisation on the journey from good to great.

By |January 9th, 2016|Comments Off on KPI Implementation Package for SME’s, large multinationals (Two toolkits, KPI book templates + KPI database)

Transforming the Finance Function (Two toolkits, & electronic templates from latest CFO book + KPI database)

You will receive all of the following for only US$299 (a saving of nearly US$300) For content and a look inside for each product, click on the links below These tools will help you take your finance team on the journey from good to great.

By |January 9th, 2016|Comments Off on Transforming the Finance Function (Two toolkits, & electronic templates from latest CFO book + KPI database)

Thank you for your interest in the intellectual property I have developed. I will send you the electronic media you have purchased as soon as I have received confirmation from PayPal.