Strategic Planning
Get the tools, guidance, and support for superior business performance
FAST (Finance and Strategy Toolkit) is the membership program that
gives you the resources for better strategic financial management.
Get direct access to me as well as courses and tools for improved decisions that lead to superior business performance.
The right tools save you time, reduce your stress, and improve your effectiveness.
Courses
If you are 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
The Quick Insights below are short articles taken from my Weekly Insights newsletters.
You can get the Weekly Insights delivered directly to you.
Get the tools, guidance, and support for
superior business performance
FAST (Finance and Strategy Toolkit) is the membership program that
gives you the resources for better strategic financial management.
Get direct access to me as well as courses and tools
for improved decisions that lead to superior business performance.
The right tools save you time, reduce your stress, and improve your effectiveness.
Key Performance Indicators (KPIs) and KPI Dashboards
KPIs are more than metrics. They’re the foundation of your most important decisions. KPIs define success to drive success. This course will explain:
- How to choose metrics and set targets
- KPI dashboard tools and tips
- The process of implementing KPIs
- Managing and compensating with KPIs
ACE: Strategic Planning for Small Businesses
ACE is a simple strategic planning program for small businesses that’s included in FAST. You get the framework for high-level strategic planning all the way to action steps to implement the plan.