Business Planning and Strategy Assessment | Tools | CFO.University

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Business Planning and Strategy Assessment

This short Business Planning and Strategy Assessment measures the experience level of the Executive team and your Staff in the planning and strategy disciplines and involvement of the company’s employees. The results will prepare you for discussions on where this important Core Competency can be improved to benefit the company.

Download Business Planning and Strategy Assessment

Categories

Accounting

Governance & Controls – structure and controls.

Transaction Recording – systems, transaction processing and closing the books.

Reporting - efficient, timely and accurate information for decision making and meeting compliance requirements.

Finance

Business Planning - provide the financial roadmap for the company with supporting analytics.

Financial Forecasting - integrate the company’s current performance relative to budget with the real-time business environment.

Investment Analysis - the framework to analyze new opportunities as they present themselves.

Treasury

Cash Management - the discipline to ensure cash is available to operate the business normally.

Funding - Planning for and raising funds to meet the needs of the business.

Risk Management – Identification and mitigation of key business risks.

Leadership

Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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