TURNKEY PUBLIC MANAGEMENT TOOLKITS--Helping managers and consultants assess and improve the delivery of programs and services in the public sector.
TURNKEY PUBLIC MANAGEMENT TOOLKITS--Helping managers and consultants assess and improve the delivery of programs and services in the public sector.
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Finance Function Functional Review Template (12 slides)
This chart lists typical finance activities.
Cover page of finance functional review tool.
Summary chart of finance functional review work plan.
Template to confirm scope of finance activities, objectives and desired outcomes.
Template to identify key finance capabilities and activities required.
Template to identify key finance stakeholders and their responsibilities.
Template to identify finance delivery model options and key considerations in assessing the options.
Template to summarize finance activities and resources.
First slide of template to assess finance activities, tasks, outputs and resources required.
Second slide of template to assess finance activities, tasks, outputs and resources required.
Third slide of template to assess finance activities, tasks, outputs and resources required.
Fourth slide of template to assess finance activities, tasks, outputs and resources required.
Fifth slide of template to assess finance activities, tasks, outputs and resources required.

Finance Function Functional Review Template (12 slides)

Regular price $10.00 $0.00

What should be the scope of the finance function?  Are resources aligned with these activities?  How effective is the finance function?

The finance functional review tool provides a template to review the management and delivery of the finance function (see preview charts).  The template includes content specific to financial management and services for the following elements:

  • Scope of finance activities, objectives and  desired outcomes
  • Key finance capabilities and supporting activities
  • Stakeholders and their responsibilities
  • Finance delivery model options
  • Finance activities, tasks, outputs and resources.

Upon purchase, you will receive an email with a link to download the template (12 slides in a PowerPoint fully editable format) as well as the functional review guide (8 pages in Word).

Require a more detailed assessment of the finance function?  If so, you can also refer to the finance function baseline assessment tool.


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