An Annual Plan in Two Weeks or Less Toolkit (Whitepaper + e-templates)

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An Annual Plan in Two Weeks or Less Toolkit (Whitepaper + e-templates)

USD $199.00 USD $159.00

Streamlining annual planning processes so the organization can move across to a rolling planning regime. This toolkit covers the foundation stones of a quick forecasting and planning process, the processes you need to adopt and how to sell this change to the senior management team. This comprehensive toolkit comes with electronic templates including selling the change powerpoints, implementation checklists, examples of forecasting and planning tools, and a comprehensive list of planning software to assist 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)

Product Description

For a number of years, corporate accountants have been questioning the validity of spending months on an annual planning process which is out of date before the ink has dried. An annual planning process is not worth more than two weeks of effort, so why are we spending months on it? Companies in Asia, Europe, the US, Australia and New Zealand are recognising that the existing annual planning process cannot continue. It has been with us since the Roman calendar was adopted by the West and is now seen by many as a hindrance to management rather than a help. An international survey found that nearly 90% of CFOs were dissatisfied with their annual planning process. What CFOs and management accountants need to know is how to cut the time out of the existing annual planning process and at the same time prepare the way to managing the business in a more appropriate way – through quarterly rolling forecasting and planning.

Existing annual planning processes; encourage budget holders to be dysfunctional; undermines the reporting regime as the monthly budgets have no relevance, and involves management in a three month period where management are taken away from making money.

Please click here to look inside the toolkit (whitepaper + e-templates)

This whitepaper is updated at the time of purchase by David Parmenter ensuring that it contains his latest thinking. The whitepaper is printed at the time of purchase to ensure it has David’s latest thinking and air-mailed to the reader. The e-templates are emailed.

This unique implementation toolkit comprise my latest thinking on the subject matter. The toolkit contains 50 pages designed to help readers to radically change the next planning cycle. This toolkit covers the foundation stones of a quick forecasting and planning process, the processes you need to adopt and how to sell this change to the senior management team. This comprehensive toolkit comes with electronic templates including selling the change powerpoints, implementation checklists, examples of forecasting and planning tools, and a comprehensive list of planning software to assist 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.

Why you need this toolkit:

  • To understand how monthly targets (budgets) can be set later
  • Understand the foundation stones that radically shorten your annual planning process to 2 weeks
  • Apply the checklists and templates designed to help you to implement QRF
  • Avoid the common implementation pitfalls
  • To help sell change to your management (selling presentation template included)

This whitepaper will answer the following questions:

  • What are the best strategies for an annual plan?
  • What are the steps to a great annual plan?
  • How to nail the annual planning process?
  • How to make annual planning efficient?
  • How to do the annual planning in 2 weeks, not 4 months

The electronic templates include:

  • Scoping document for implementing quarterly rolling forecasting in a planning tool
  • How the rolling forecast works for an organisation with a June year-end
  • Suggestive sales forecasting template
  • 10 day annual planning timetable
  • One page A3 annual plan summary
  • List of planning tool providers and their applications
  • Useful letters and memos
  • Streamlining the annual process checklist
  • Costing an annual plan process
  • Focus group workshop agenda
  • Annual planning briefing workshop
  • A sales pitch to the board

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.