Financial Model Plan Template

Gain clarity & control of your financial models with this comprehensive plan template.
Or import into an existing account
Financial Model Plan Template

What is a Financial Model Plan?

A financial model plan is a comprehensive strategy that outlines the steps to be taken to manage and improve a company's financial models. Developing a financial model plan allows organizations to make informed decisions related to their financial models, with the aim of making them more accurate, efficient, and reliable. The plan should identify the focus areas, objectives, KPIs, and projects that need to be taken in order to achieve the desired goals.

What's included in this Financial Model Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Financial Model Plan template for?

This financial model plan template is designed for finance leaders, managers, and teams of all sizes and industries. It provides a detailed guide on how to create a plan to manage their financial models and help them achieve their objectives. With this template, users can easily define their focus areas, objectives, KPIs, and related projects that need to be undertaken in order to make their financial models more accurate, efficient, and reliable.

1. Define clear examples of your focus areas

Focus areas are the broad topics that the financial model plan will address. Examples of focus areas could include financial modeling, financial control, financial reporting, budgeting and forecasting, risk management, and data analysis. By clearly defining focus areas, users can easily identify the objectives, KPIs, and projects that are related to each focus area.

2. Think about the objectives that could fall under that focus area

Objectives are the goals that need to be achieved within each focus area. Examples of objectives could include increasing accuracy of financial models, increasing speed of financial model updates, improving financial control, reducing financial risk, increasing accuracy of financial reporting, and improving timeliness of financial reports.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (or Key Performance Indicators) are measurable targets that are set in order to track the progress of each objective. KPIs should be specific, measurable, and achievable. Examples of KPIs could include increasing accuracy from 80% to 95%, decreasing time to update from 4 days to 1 day, increasing the number of policies from 5 to 10, or increasing the number of financial activities monitored from 10 to 20.

4. Implement related projects to achieve the KPIs

Projects (or actions) are the steps that need to be taken to achieve the KPIs. Examples of projects could include reviewing and updating financial models, automating manual processes, implementing financial control policies, or monitoring financial activities. It is important to ensure that the projects are related to the KPIs, and that they can be realistically completed in order to achieve the desired goals.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is the ultimate strategy execution platform, designed to help teams create, monitor, and execute their strategies more efficiently. With Cascade, teams can easily track their progress and make informed decisions about their strategies. Cascade's powerful features and intuitive interface make it easy to create and manage a financial model plan, helping teams to see faster results from their strategies.

Getting started with your
Financial Model Plan Template
only takes 20 seconds.
Or import into an existing account