Strategic Planning

Accelerate your success with FAST

FAST (Finance and Strategy Toolkit) is a membership program that

gives you access to a massive collection of resources

for small business advisors and staff to lead their company to

profit, growth, and purpose.

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.

Free Tools

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 Videos

CFO Perspective Articles

Accelerate your success with FAST

FAST (Finance and Strategy Toolkit) is a membership program that

gives you access to a massive collection of resources

for small business advisors and staff to lead their company to

profit, growth, and purpose.

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.

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