{"id":34791,"date":"2023-12-02T04:11:18","date_gmt":"2023-12-02T04:11:18","guid":{"rendered":"https:\/\/www.process.st\/templates\/kpmg-report-financial-planning-and-analysis-process\/"},"modified":"2024-03-05T15:43:11","modified_gmt":"2024-03-05T15:43:11","slug":"kpmg-report-financial-planning-and-analysis-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/kpmg-report-financial-planning-and-analysis-process\/","title":{"rendered":"KPMG Report: Financial Planning and Analysis Process"},"content":{"rendered":"\n<section id=\"identify-the-objective-of-the-financial-analysis-report\"> \n <h2>Identify the objective of the financial analysis report<\/h2>\n <div class=\"text-content\">\n   Identify the main objective of the financial analysis report. What specific information and insights are you seeking to provide? How will this objective impact the overall financial planning and analysis process? What are the desired outcomes of this task? Are there any potential obstacles in determining the objective and how can they be overcome? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Objective <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"collect-data-including-financial-statements-budgets-forecasts-and-other-relevant-documents\"> \n <h2>Collect data including financial statements, budgets, forecasts and other relevant documents<\/h2>\n <div class=\"text-content\">\n   Gather all relevant financial documents such as financial statements, budgets, forecasts, and any other necessary documents. How will these data contribute to the financial planning and analysis process? What are the potential challenges in collecting these documents and how can they be addressed? \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-of-companys-financial-performance-data-from-previous-fiscal-periods\"> \n <h2>Review of company's financial performance data from previous fiscal periods<\/h2>\n <div class=\"text-content\">\n   Review the financial performance data of the company from previous fiscal periods. How will this review contribute to the overall analysis? What key insights can be gained from this review? How can this data be accessed and organized for analysis? \n <\/div> \n <div class=\"url-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Website Link <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"analyse-the-current-financial-data\"> \n <h2>Analyse the current financial data<\/h2>\n <div class=\"text-content\">\n   Analyze the current financial data of the company. What specific data points and metrics will be analyzed? How will this analysis contribute to the overall financial planning and analysis process? What tools or techniques will be used for analysis? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Data Points to Analyze <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Analysis Tools <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Excel \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Tableau \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      SAS \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"identify-financial-trends-in-the-organization\"> \n <h2>Identify financial trends in the organization<\/h2>\n <div class=\"text-content\">\n   Identify any financial trends or patterns in the organization. How will this identification contribute to the overall analysis? What indicators or metrics will be used to identify these trends? How will these trends be recorded and tracked? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Financial Trends to Identify <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Trend Indicators <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Revenue Growth \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Profit Margin \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Cash Flow \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"evaluate-the-financial-viability-of-the-company\"> \n <h2>Evaluate the financial viability of the company<\/h2>\n <div class=\"text-content\">\n   Assess the financial viability of the company. What specific factors and metrics will be considered in evaluating the viability? How will this evaluation contribute to the overall financial planning and analysis process? What are the potential challenges in assessing viability and how can they be addressed? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Factors to Consider <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Profitability \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Liquidity \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Solvency \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"evaluate-the-efficiency-of-financial-management-practices\"> \n <h2>Evaluate the efficiency of financial management practices<\/h2>\n <div class=\"text-content\">\n   Evaluate the efficiency of the company's financial management practices. What specific practices will be evaluated? How will this evaluation contribute to the overall analysis? What indicators or metrics will be used to measure efficiency? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Practices to Evaluate <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Budgeting Process \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Cost Control \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Risk Management \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-financial-performance-analysis\"> \n <h2>Approval: Financial Performance Analysis<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Analyse the current financial data<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Identify financial trends in the organization<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Evaluate the financial viability of the company<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Evaluate the efficiency of financial management practices<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"develop-projections-based-on-current-data-and-trends-analysis\"> \n <h2>Develop projections based on current data and trends analysis<\/h2>\n <div class=\"text-content\">\n   Use the current data and trend analysis to develop financial projections. How will these projections contribute to the overall financial planning and analysis process? What specific methodologies or models will be used for projection? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Projection Methodologies <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"conduct-scenario-analysis-based-on-the-estimated-projection-values\"> \n <h2>Conduct scenario analysis based on the estimated projection values<\/h2>\n <div class=\"text-content\">\n   Perform scenario analysis based on the estimated projection values. How will this analysis contribute to the overall financial planning and analysis process? What specific scenarios will be analyzed? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Scenarios to Analyze <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Best Case \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Worst Case \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Base Case \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"prepare-the-initial-draft-of-the-financial-planning-and-analysis-report\"> \n <h2>Prepare the initial draft of the financial planning and analysis report<\/h2>\n <div class=\"text-content\">\n   Create the initial draft of the financial planning and analysis report. What specific sections and information will be included in the report? How will this draft contribute to the overall financial planning and analysis process? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Report Sections <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-initial-report-draft\"> \n <h2>Approval: Initial Report Draft<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Prepare the initial draft of the financial planning and analysis report<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"formulate-corrective-action-plans-based-on-the-findings\"> \n <h2>Formulate corrective action plans based on the findings<\/h2>\n <div class=\"text-content\">\n   Formulate corrective action plans based on the findings of the analysis. What specific issues and challenges will be addressed in the action plans? How will these plans contribute to the overall financial planning and analysis process? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Action Plans <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"incorporate-feedback-and-prepare-the-final-report\"> \n <h2>Incorporate feedback and prepare the final report<\/h2>\n <div class=\"text-content\">\n   Incorporate feedback received and prepare the final version of the financial planning and analysis report. How will the feedback be obtained and incorporated? What specific revisions and refinements will be made to the initial draft? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Reviewers <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"determine-key-takeaways-and-recommendations-based-on-analysis-results\"> \n <h2>Determine key takeaways and recommendations based on analysis results<\/h2>\n <div class=\"text-content\">\n   Determine the key takeaways and recommendations based on the analysis results. How will these insights and recommendations contribute to the overall financial planning and analysis process? How will they be communicated and presented? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Key Takeaways and Recommendations <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-finalized-financial-planning-and-analysis-report\"> \n <h2>Approval: Finalized Financial Planning and Analysis Report<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Incorporate feedback and prepare the final report<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"submit-the-final-report-to-the-management-team-for-action\"> \n <h2>Submit the final report to the management team for action<\/h2>\n <div class=\"text-content\">\n   Submit the final version of the financial planning and analysis report to the management team for action. How will the report be submitted? What specific actions are expected from the management team? \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Manager's Email <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-a-presentation-of-key-findings-for-stakeholders\"> \n <h2>Prepare a presentation of key findings for stakeholders<\/h2>\n <div class=\"text-content\">\n   Create a presentation summarizing the key findings of the financial planning and analysis process for stakeholders. What specific information and insights will be included in the presentation? How will this presentation contribute to the overall financial planning and analysis process? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Presentation Content <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"schedule-and-conduct-a-presentation-meeting\"> \n <h2>Schedule and conduct a presentation meeting<\/h2>\n <div class=\"text-content\">\n   Schedule and conduct a meeting to present the key findings of the financial planning and analysis process to stakeholders. How will this meeting be scheduled? Who are the stakeholders that should be invited? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Stakeholders <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"document-and-archive-the-financial-planning-and-analysis-process\"> \n <h2>Document and archive the financial planning and analysis process<\/h2>\n <div class=\"text-content\">\n   Document and archive the entire financial planning and analysis process. How will this documentation be organized and stored? What specific elements and information should be included in the documentation? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Documentation Method <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload Supporting Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Identify the objective of the financial analysis report Identify the main objective of the financial analysis report. What specific information and insights are you seeking to provide? How will this objective impact the overall financial planning and analysis process? What are the desired outcomes of this task? Are there any potential obstacles in determining the [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcca","cover_icon_url":"","tasks_count":"20","template_description":"Explore KPMG's comprehensive financial planning & analysis workflow involving data collection, trend identification, scenario analysis & stakeholder presentations.","template_id":"vs8USPejAvP8W1ZohWdEUw","task_0":"Identify the objective of the financial analysis report","task_slug_0":"identify-the-objective-of-the-financial-analysis-report","task_1":"Collect data including financial statements, budgets, forecasts and other relevant documents","task_slug_1":"collect-data-including-financial-statements-budgets-forecasts-and-other-relevant-documents","task_2":"Review of company's financial performance data from previous fiscal periods","task_slug_2":"review-of-companys-financial-performance-data-from-previous-fiscal-periods","task_3":"Analyse the current financial data","task_slug_3":"analyse-the-current-financial-data","task_4":"Identify financial trends in the organization","task_slug_4":"identify-financial-trends-in-the-organization","task_5":"Evaluate the financial viability of the company","task_slug_5":"evaluate-the-financial-viability-of-the-company","task_6":"Evaluate the efficiency of financial management practices","task_slug_6":"evaluate-the-efficiency-of-financial-management-practices","task_7":"Approval: Financial Performance Analysis","task_slug_7":"approval-financial-performance-analysis","task_8":"Develop projections based on current data and trends analysis","task_slug_8":"develop-projections-based-on-current-data-and-trends-analysis","task_9":"Conduct scenario analysis based on the estimated projection 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