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Financials section

Financials

This Financials style will depend on the intended audience.

Outside the firm

Your finance department controls the style. Issues of consistency, investor expectations and legal requirements must be considered, since you could be sued.

Use the page two template for action plans, by combining all the action plans, to summarize the entire strategy, or

Use an income statement pro forma for three to five years for outside investors. Include the details of assumptions and projections.

Inside the firm

The advantage of using the page two template is that it delineates sales targets and resources needed for each action plan over several years.

If your budget with multi-year projections, you should use them. This will link the strategy to and simplify the budget build up and review process.

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