Financial management plan

Template

Pipefy ‘s Financial Management Template is designed to assist in the process of creating and developing a financial plan for your company or project. The phases are composed of the main steps for building the plan and having the necessary approval steps.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Company name
  2. Project name
  3. Strategic team
  4. Start date
  5. Version

Introduction

  1. Financial management plan purpose
  2. Scope
  3. Intended audience

Overview

  1. Type of contract
  2. Major milestones
  3. Cost elements
  4. Stakeholders

Assumptions / constraints / risks

Approach

  1. Process
  2. Roles & responsibilities
  3. Training

Reporting

  1. Formatting
  2. Distribution
  3. Exemptions
  4. Security

Invoicing

  1. Formatting
  2. Distribution
  3. Frequency
  4. Security
  5. Quality assurance

Plan approval

  1. Financial Manager
  2. Do you approve this financial plan?
    • Yes (move card to ‘Approved plans’)
    • No (specify the reason and move card to ‘Adjustments’)
  3. If not, what must be changed in the plan?
  4. Analysis date

Adjustments

  1. Comments

Adjusted

  1. Financial manager
  2. Do you approve this financial plan?
    • Yes (move card to ‘Approved plans’)
    • No (specify the reason and move card to ‘Adjustments’)
  3. If not, what must be changed in the plan?
  4. Analysis date

Approved plans

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