Strategic Planning
Get knowledge and skills that can lead to improved business performance
FAST (Finance and Strategy Toolkit) is a membership program that gives you resources for better financial management.
You get all the CFO Perspective courses.
Get direct access to me as well as tools for improved decisions that can lead to superior business performance.
The right tools can save you time, reduce your stress, and improve your effectiveness.
Courses
Are you a CPA? Click here to learn how to get Continuing Professional Education (CPE) credit for my courses.
KPIs and KPI Dashboards Book
KPIs are more than metrics. They’re the foundation of your most important decisions. With well-defined and well-managed KPIs, you can align your company’s vision from the ground up and maintain steady progress toward your goals. In this book, you'll learn to:
- Choose metrics and set targets: Detailing your vision and selecting the right KPIs are critical to your success. Define your unique path and align your team.
- Use KPI dashboards: Get tips on dashboard best practices. Today’s tech makes it easy to view and interpret your most important metrics at a glance.
- Implement KPIs: I’ll guide you through the implementation process so you can start tracking ASAP.
- Manage with KPIs: Performance indicators can improve employee motivation. Avoid common mistakes managers make with KPIs.
“Excellent breakdown of the purpose of dashboards, pros and cons of targets, compensation impacts, and the steps to create KPIs.” – Jeff Spillane
“I really liked this. It provides a great way to step back and think about your KPIs and how to drive interest and adoption among staff. Highly recommend.” – Geoff Hill, CFO of DonorsChoose.org
CFO Perspective Quick Insights
Get knowledge and skills
that can lead to improved business performance
FAST (Finance and Strategy Toolkit) is a membership program that gives you resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance.
The right tools can save you time, reduce your stress, and improve your effectiveness.