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by Jack Alexander
Financial Planning & Analysis and Performance Management
COVER
PREFACE
WHY THIS BOOK?
USING THIS BOOK
ABOUT THE WEBSITE
WHAT'S ON THE WEBSITE
GLOSSARY
1 FINANCIAL PLANNING & ANALYSIS AND BUSINESS PERFORMANCE MANAGEMENT
THE PROBLEM WITH TRADITIONAL MEASUREMENT SYSTEMS
OBJECTIVES OF FINANCIAL ANALYSIS AND PERFORMANCE MANAGEMENT
PREVIEW OF THE BOOK
SUMMARY
Part One: Fundamentals and Key FP&A Capabilities
2 FUNDAMENTALS OF FINANCE
BASICS OF ACCOUNTING AND FINANCIAL STATEMENTS
FINANCIAL RATIOS AND INDICATORS
SUMMARY
NOTE
3 KEY ANALYTICAL TOOLS AND CONCEPTS
BASIC STATISTICAL TOOLS
THE BUSINESS MODEL
SUMMARY
4 DEVELOPING PREDICTIVE AND ANALYTICAL MODELS
WHAT IS A FINANCIAL MODEL?
SUMMARY
APPENDIX: ILLUSTRATIVE MODEL
5 BUILDING ANALYTICAL CAPABILITY
FOR THE INDIVIDUAL
FOR THE ORGANIZATION
SUMMARY
6 COMMUNICATING AND PRESENTING FINANCIAL INFORMATION
LAYING THE FOUNDATION FOR SUCCESS
DEVELOPING EFFECTIVE PRESENTATIONS AND REPORTS
DELIVERING THE PRESENTATION
DATA VISUALIZATION AND PRESENTATION: A PICTURE IS WORTH A THOUSAND WORDS
SUMMARY
NOTE
Part Two: Performance Management
7 BUSINESS PERFORMANCE MANAGEMENT
WHAT IS BUSINESS PERFORMANCE MANAGEMENT?
DEVELOPING OR ENHANCING BPM IN AN ORGANIZATION
SUMMARY
NOTES
8 DASHBOARDS AND KEY PERFORMANCE INDICATORS
OBJECTIVES OF DASHBOARDS AND KEY PERFORMANCE INDICATORS
SELECTING APPROPRIATE PERFORMANCE MEASURES AND KEY PERFORMANCE INDICATORS
CREATING PERFORMANCE DASHBOARDS
SAMPLE DASHBOARDS FOR SELECTED INDUSTRIES
SUMMARY
9 INSTITUTIONALIZING PERFORMANCE MANAGEMENT
GAINING TRACTION
INTEGRATING BUSINESS PERFORMANCE MANAGEMENT WITH OTHER MANAGEMENT PROCESSES
AVOIDING COMMON MISTAKES
SUMMARY
10 MEASURING AND DRIVING WHAT'S IMPORTANT
INNOVATION
MEASURING AND DRIVING BUSINESS AGILITY
HUMAN CAPITAL MANAGEMENT
HCM DASHBOARD
SUMMARY
11 THE EXTERNAL VIEW
ANALYSIS OF MARKETS, CUSTOMERS, AND COMPETITORS
BENCHMARKING TO EVALUATE PERFORMANCE
USING BENCHMARKS TO SET ENTERPRISE GOALS FOR PERFORMANCE AND VALUE CREATION
SUMMARY
Part Three: Business Projections and Plans
12 BUSINESS PROJECTIONS AND PLANS
OVERVIEW OF BUSINESS PLANNING AND PROJECTIONS
BEST PRACTICES IN PROJECTING FUTURE FINANCIAL RESULTS
SUMMARY
13 BUDGETS, OPERATING PLANS, AND FORECASTS
THE BUDGETING PROCESS
THE OPERATING PLAN
BUSINESS FORECASTS AND OUTLOOKS
SUMMARY
NOTE
14 LONG‐TERM PROJECTIONS
UNIQUE CHALLENGES IN ESTIMATING LONG‐TERM PERFORMANCE
APPLICATIONS OF LONG‐TERM PROJECTIONS
DEVELOPING LONG‐TERM PROJECTIONS
PRESENTATION OF LONG‐TERM PROJECTIONS
SUMMARY
Part Four: Planning and Analysis for Critical Business and Value Drivers
15 REVENUE AND GROSS MARGINS
REVENUE GROWTH: KEY DRIVERS
KEY PERFORMANCE MEASURES: REVENUE GROWTH
REVENUE DASHBOARD
GROSS MARGINS AND RELATIVE PRICING STRENGTH
MEASURES OF RELATIVE PRICING STRENGTH
SUMMARY
16 OPERATING EXPENSES AND EFFECTIVENESS
DRIVERS OF OPERATING EFFECTIVENESS
KEY PERFORMANCE INDICATORS: OPERATING EFFECTIVENESS
TOOLS FOR ASSESSING AND IMPROVING OPERATING EFFECTIVENSS
SUMMARY
17 CAPITAL MANAGEMENT AND CASH FLOW
CRITICAL SUCCESS FACTORS
OPERATING CAPITAL MANAGEMENT
UNDERSTANDING THE DYNAMICS OF OPERATING CAPITAL
UNLEASHING THE VALUE TRAPPED IN OPERATING CAPITAL
ACCOUNTS RECEIVABLE
KEY PERFORMANCE INDICATORS FOR THE REVENUE PROCESS AND ACCOUNTS RECEIVABLE
INVENTORIES
SUMMARY
18 CAPITAL MANAGEMENT AND CASH FLOW
CAPITAL INTENSITY
TOOLS FOR IMPROVING THE MANAGEMENT OF LONG‐TERM CAPITAL
PROJECTING CAPITAL INVESTMENTS AND DEPRECIATION
KEY PERFORMANCE INDICATORS FOR CAPITAL INTENSITY
INTANGIBLE ASSETS
KEY PERFORMANCE INDICATORS: GOODWILL AND INTANGIBLE ASSETS
EXCESS CASH BALANCES
LONG‐TERM CAPITAL DASHBOARD
SUMMARY
19 RISK, UNCERTAINTY, AND THE COST OF CAPITAL
THE TIME VALUE OF MONEY
THE COST OF CAPITAL
PERFORMANCE MEASURES
SUMMARY
Part Five: Valuation and Capital Investment Decisions
20 CAPITAL INVESTMENT DECISIONS
THE CAPITAL INVESTMENT PROCESS
EVALUATING THE ECONOMIC MERITS OF CAPITAL INVESTMENTS
ILLUSTRATIONS
SUMMARY
21 CAPITAL INVESTMENT DECISIONS
DEALING WITH RISK AND UNCERTAINTY IN CAPITAL INVESTMENT DECISIONS
PRESENTING CAPITAL INVESTMENT DECISIONS
CAPITAL BUDGETING AND RATIONING
EVALUATING THE EFFECTIVENESS OF THE CAPITAL INVESTMENT DECISION PROCESS
SUMMARY
22 BUSINESS VALUATION AND VALUE DRIVERS
ESTIMATING THE VALUE OF A BUSINESS BY DISCOUNTING FUTURE CASH FLOWS
ESTIMATING THE VALUE OF FIRMS BY USING THE VALUATION OF SIMILAR FIRMS: MULTIPLES OF REVENUES, EARNINGS, AND RELATED MEASURES
BUILDING SHAREHOLDER VALUE IN A MULTIPLES FRAMEWORK
INTEGRATED VALUATION SUMMARY FOR ROBERTS MANUFACTURING COMPANY
VALUE DRIVERS
SUMMARY
NOTE
23 ANALYSIS OF MERGERS AND ACQUISITIONS
THE ACQUISITION CHALLENGE
KEY ELEMENTS IN VALUING AN ACQUISITION
METHODS AND METRICS FOR VALUING AN ACQUISITION
COMMON MISTAKES IN M&A
BEST PRACTICES AND CRITICAL SUCCESS FACTORS
UNDERSTANDING SELLER BEST PRACTICES
KEY PERFORMANCE INDICATORS FOR M&A
DASHBOARDS FOR M&A
SUMMARY
Part Six: Summary
24 SUMMARY AND WHERE TO FROM HERE?
KEY TAKEAWAYS
WHERE TO FROM HERE?
GLOSSARY
ACKNOWLEDGMENTS
ABOUT THE AUTHOR
JACK ALEXANDER
INDEX
END USER LICENSE AGREEMENT
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FINANCIAL PLANNING & ANALYSIS AND PERFORMANCE MANAGEMENT
Jack Alexander
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