Financial Planning & Analysis (FP&A)
Strategic planning, budgeting, and performance management
Complete TOM Bundle: Financial Planning & Analysis (FP&A)
13 deliverable files for Financial Planning & Analysis (FP&A). Full Financial Planning & Analysis (FP&A) bundle: the Complete TOM DOCX and all function deliverables across the document categories, including the target operating model presentation, workbooks and any Markdown supplements.
Document previews
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Deliverable files included in this bundle (13)
Target-Operating-Model report
A 61-slide FP&A presentation covering operating-model design, process architecture, organisation, technology, data, governance and performance for executive discussion.
- TOMBox---FP-A-Target-Operating-Model.pptx PowerPoint
Financial Planning & Analysis (FP&A), Complete TOM Bundle
A 47-page FP&A / Plan-to-Perform operating-model reference organised into 18 main sections and 39 tables, connecting process design, service delivery, people, technology, data, governance and performance.
- PTP-Complete-TOM-Document.docx Word
Financial Planning & Analysis (FP&A), KPIs with Benchmarks
A 16-page FP&A / Plan-to-Perform performance library containing 19 referenced performance indicators, calculation formulas and benchmark guidance.
- PTP-KPIs-with-Benchmarks.docx Word
Financial Planning & Analysis (FP&A), Job Descriptions
A 28-page FP&A / Plan-to-Perform role compendium with 15 job descriptions detailing responsibilities, competencies, qualifications and reporting relationships.
- PTP-Job-Descriptions.docx Word
Financial Planning & Analysis (FP&A), L3 RACI
A 43-page FP&A / Plan-to-Perform responsibility reference mapping 59 L3 process identifiers to responsible, accountable, consulted and informed roles across 60 tables.
- PTP-L3-RACI-Process-Tables.docx Word
Financial Planning & Analysis (FP&A), L3 RACI
An Excel FP&A / Plan-to-Perform responsibility workbook with 1 worksheet and 59 L3 process rows, mapping accountable owners and supporting responsibilities for operational planning and review.
- PTP_L3_RACI_Matrix.xlsx Excel
Financial Planning & Analysis (FP&A), Service Catalogue
A 17-page FP&A / Plan-to-Perform service catalogue with 30 service definitions covering delivery responsibilities, service recipients, outputs and service-level expectations.
- PTP-Service-Catalogue.docx Word
Financial Planning & Analysis (FP&A), Technology Landscape
A 15-page FP&A / Plan-to-Perform technology landscape with 9 main sections and 23 tables covering system capabilities, process support, integration and modernisation options.
- PTP-Technology-Landscape.docx Word
Financial Planning & Analysis (FP&A), Data Strategy & MDM
A 54-page FP&A / Plan-to-Perform data-strategy and master-data reference with 21 main sections and 72 tables covering data domains, ownership, quality rules and governance.
- PTP-Data-Strategy-MDM.docx Word
Financial Planning & Analysis (FP&A), Governance & Controls
A 21-page FP&A / Plan-to-Perform governance reference with 10 main sections and 10 tables setting out decision rights, governance bodies, policy responsibilities and controls.
- PTP-Governance-Controls-Summary.docx Word
Financial Planning & Analysis (FP&A), Interaction Matrix
A 16-page FP&A / Plan-to-Perform interaction reference using 17 tables to map internal and external interfaces, information exchanges, responsibilities and dependencies.
- PTP-Interaction-Matrix.docx Word
Financial Planning & Analysis (FP&A), Procedures
A 96-page FP&A / Plan-to-Perform procedures manual organised into 10 numbered procedure groups, with operational instructions, responsibilities, controls and 13 supporting tables.
- PTP-Procedures-Manual.docx Word
Financial Planning & Analysis (FP&A), Policy Document
A 39-page FP&A / Plan-to-Perform policy document organised into 26 main sections with 35 tables covering operating requirements, responsibilities, governance and compliance.
- PTP-Policy-Document.docx Word