CFO Foundation - People Process System Assessment Tool

CFO.University isn’t original in using the People, Process and Systems model. The terms “golden triangle”, “business triangle”, even the “eternal triangle” to describe this critical business triumvirate have been in the business lexicon for as long as I can remember. What we believe is unique in our CFO Foundation - People Process System Assessment Tool is the simple and effective way it directs us to the True North for your Accounting, Finance and Treasury (AFT) department. With a simple scoring system applied to key criteria under each foundation area you will create the road map for developing your AFT department’s golden triangle.

We have identified the following key criteria for each foundation:

CFO Foundation - People Process System Assessment Tool

After completing the assessment, we recommend you have the leaders in your departments complete it and compare your results. Discrepancies in your scores make for great discussions and improved understanding.

After these discussions use the summary graph in the assessment to kick off the planning and execution phase of strengthening the foundation of your CFO suite of responsibilities.

Let us know how we can improve the tool to better serve you.

As a complement to the CFO Foundation - People Process System Assessment Tool use our Short Form AFT Assessment to further calibrate where to invest in your team and operations.

If you have any questions or stumble along the way please reach out to us at CFO.University. You wouldn’t be here if you didn’t believe professional growth was critical to your success. We wouldn’t be here if we couldn’t help you accomplish that.

​Use the tool now!


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