TURNKEY PUBLIC MANAGEMENT TOOLKITS--Guides and templates to help managers and consultants assess the delivery of programs and services in the public sector.
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TURNKEY PUBLIC MANAGEMENT TOOLKITS--Guides and templates to help managers and consultants assess the delivery of programs and services in the public sector.
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Finance Operational Planning Template (6 pages)
Finance operational plan template: activities, objectives and desired outcomes.
Finance operational plan template: stakeholder expectations and financial projections.
Finance operational plan template: external trends, common/best practices and key risks.
Finance operational plan template: client demand/scope of clientele, and workload forecasts.
Finance operational plan template: efficiency targets, and key results/performance targets.
Finance operational plan template: examples of improvement priorities and projects.

Finance Operational Planning Template (6 pages)

$10.00 $0.00

This template provides a structure and starting point for preparing an operational plan for the finance function.

The finance function typically entails: strategic financial advice to senior management; financial planning, budgeting and internal financial reporting; financial advisory services to managers; financial policy and controls; financial training; external financial reporting; accounting operations; corporate accounting; revenue management; financial systems support; and financial monitoring.

Using content specific to the finance function, the  template addresses the following elements (see preview images):

  • The scope of finance activities carried out
  • Objectives and desired outcomes 
  • Financial projections
  • Stakeholder expectations
  • External trends and best practices
  • Key risks and mitigation measures
  • Demand/workload trends and forecasts
  • Efficiency/productivity targets
  • Key results and performance targets
  • Potential improvement priorities and projects.

Upon purchase, you will instantly receive an email with a link to download the template (6 pages) in a fully editable Word format.

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