Step #1 - Comprehensive Analysis & Planning

cfo development
cfo_analysis cfo_review cfo_review
cfo training
Activities Deliverables Results
  • Establish baseline level of performance
  • Performance review
  • Industry comparisons
  • Benchmarks
  • Trend Analysis
  • Understanding of starting point
  • Complete questionnaire
  • Completed questionnaire
  • Financial, operational, management, marketing, and industry forces highlighted, discussed, and agreed upon by management
  • Conduct planning session
  • SWOT analysis
  • On-the-spot action plan
  • Clearly defined and prioritized objectives