Timeline

How we work

STEP 1 - DETERMINE POSITION

Identify issues that needed to be addressed
Identify opportunities and threats
Assess current and future demands
Determine strength and weaknesses
Synthesize data

STEP 2 - DEVELOP STRATEGY

Mission core purpose
Values core beliefs
Forecast 3-year financial projection

STEP 3 - BUILD PLAN

Use synthesize data to set and stick priorites
Identify short SMART goals
Set Key Performance Indicators
Set departement wide goals
Set individual goals
Determine one-year budget

STEP 4 - MANAGE PROJECT

Publicize strategies internally
Set a calendar for progress reviews
Train team to use company standard tools
Hold progress reviews and adapt when needed
Review and plan for next year

Our services

PROPOSED TIMELINE

Over the long term, strategic planning yields major benefits by continuously evaluating company’s performance against strategic goals and using Strategic benchmarks to tell you how external changes are Planning affecting the progress. We help to build and maintain arelevant planning and performance management system, with clearly articulated objectives and metrics to stay on track.

Phase 1

Collect Data

Phase 2

Research & Development

Phase 3

Strategic Planning

Phase 4

Execution

Phase 5

Analysis

Phase 1

Collect Data

Phase 2

Research & Development

Phase 3

Strategic Planning

Phase 4

Execution

Phase 5

Research & Development

Our services

SAMPLE DASHBOARD

With so much responsibility and such little time, financial data analysis is no easy feat. But, while working efficiently with fiscal data was once a colossal challenge, we live in the digital age and have incredible solutions available to us. CFO dashboards exist to enhance the strategic as well as the analytical efforts related to every financial aspect of your organization. CFO reports will supercharge your financial initiatives. Here, we’ll explore the dynamics of reports for CFOs, consider their business-boosting power, look at CFO reporting tools, and consider real-world examples of both CFO dashboards and reports.

Phase 1