CFO PLAYBOOK

Practical tools for the finance leader under scrutiny

Six self-assessments and frameworks, grouped by the situation you are actually in. Each one is scored, short, and written around the questions a sponsor asks rather than an internal finance standard.

Take the TRUE FP&A Assessment Read the 2025 FP&A Reality Gap Report

CHOOSE YOUR SITUATION

Three places to start

Board and Investor Readiness

Your next board meeting is the one that matters

Board Pack Health Check · KPI Alignment Audit

See both tools

Your First 90 Days in Finance

New in the seat, with no honeymoon

30-Day Reality Check · FP&A Action Framework

See both tools

Building the FP&A Function

The team is capable and still stuck in reporting

FP&A Team Audit · Business Partnering Gap Audit

See both tools

Not sure which applies

The Board Readiness Review is thirty minutes and will tell you where to start.

Book the Board Readiness Review