Resources
Free tools you can download and use right now.
Aged Receivables Review Checklist
A structured checklist for reviewing aged receivables and identifying collection risks.
[Coming soon]Board Decision Memo Template
A structured template for presenting financial decisions to boards — assumptions, options, recommendation.
[Coming soon]80/20 Prioritisation Worksheet
A simple worksheet for identifying the 20% of actions that will deliver 80% of the value.
[Coming soon]One-Page Financial Model Template
A clean template for building one-page financial models with separated assumptions and outputs.
[Coming soon]Force-Field Analysis Worksheet
A worksheet for mapping driving and restraining forces around a strategic decision.
[Coming soon]Month-End Health Check
A quick checklist for finance teams to verify month-end close quality and completeness.
[Coming soon]Post-Implementation Review Kit
A checklist and question framework for conducting post-implementation reviews of projects and programs.
[Coming soon]Program Benefits Register
A template for tracking expected and realised benefits from a project or program.
[Coming soon]Sample Assumptions Sheet
A template for documenting and communicating the key assumptions behind any financial model.
[Coming soon]