Helpful Material to Download Free!

The items below have been developed to support teaching and writing elsewhere on the site.

They normally help to apply the points from a blog article, but could also demonstrate the route to deeper aspects of learning in Finance.

CFO Career Action Plan Workbook

With this blog article comes a workbook, allowing you to note down your thoughts and apply them, coming up with an action plan you can pin to your noticeboard to keep you on track.

You should read the article first. The download registration link is in the article!

I want to plan my CFO career!

Free Spreadsheet Template

A spreadsheet template, capturing the key details of your KPIs. This serves as a glossary for report users, as well as forcing you to justify how each measure should be used to track and improve performance.

See this blog article for more context: How to Develop KPIs that More Than Count

Find out more

Free Spreadsheet Form Template

This spreadsheet template leads you through a step by step process of collecting information and assessing it to work out Finance business partnering priorities. From that information you should be able to develop a coherent action plan that will get your Finance Business Partners focused on driving business performance.

See this blog article for context: Developing Finance Business Partnering

Find out more

Free Short Pdf eBook Download

This short summary ebook is a downloadable pdf, which gives a bullet-point-level, illustrated, step-by-step guide to how to use the value driver tree methodology to discover business value drivers and define KPIs.

Goes with this blog article: How to Define Value Drivers

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