Financial Planning Template

Achieve financial success with our comprehensive and effective financial planning strategy.
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Financial Planning Template

What is Financial Planning?

Financial planning is the process of creating a strategy to manage finances. It is an outline of goals and objectives to help companies achieve financial success. This includes budgeting, taxes, investments, insurance, and others. Financial planning can help businesses make better decisions about the things they do with their money and help them plan for their financial future.

What's included in this Financial Planning 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 Planning template for?

The Financial Planning template is intended for financial teams looking to create a plan to organize and manage their finances. This plan can be used to set goals and objectives, define focus areas, and measure success. It is also helpful for businesses to identify, analyze, and address any risks they may face.

1. Define clear examples of your focus areas

A financial focus area is a broad topic that a financial plan should address. Examples of focus areas include budgeting, savings, investments, taxes, risk management, and financial reporting. Each focus area should include objectives, key performance indicators (KPIs), and specific projects to help achieve the desired outcome.

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

Objectives are specific goals that need to be achieved to reach the desired outcome. Objectives should be measurable, achievable, and have a target date. Objectives should be written as a statement that outlines what needs to be done.

Examples of some objectives for the focus area of Financial Planning could be: Create Budget, and Create Savings Goals.

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

KPIs are measurable targets that are used to track progress toward an objective. Examples of KPIs include reducing spending by a certain percentage, increasing savings by a certain amount, and generating a certain number of financial reports. Each KPI should include an initial value, a target value, and a unit of measure.

An example of a KPI for the focus area of Financial Planning could be: Reduce spending by 10%.

4. Implement related projects to achieve the KPIs

Projects are specific actions that need to be completed to reach a KPI. Projects should include an action to be taken as well as a timeline for completion. Examples of projects include creating a budget, establishing savings goals, and performing a risk assessment.

An example of a project related to Financial Planning could be: Establish budget parameters.

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

The Cascade Strategy Execution Platform enables businesses to create, manage, and track their financial plans. It offers an easy-to-use interface and powerful analytics to help teams efficiently achieve their objectives. Cascade also provides real-time insights and visibility into progress and performance, allowing teams to make data-driven decisions and stay on track for success.

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Financial Planning Template
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