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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Company name
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2. Project name
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3. Strategic team
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4. Start date
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5. Version
Introduction
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1. Financial management plan purpose
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2. Scope
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3. Intended audience
Overview
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1. Type of contract
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2. Major milestones
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3. Cost elements
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4. Stakeholders
Assumptions / constraints / risks
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1. Assumptions
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2. Constraints
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3. Risks
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4. Financial measurement baseline
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5. Attach here any necessary file.
Approach
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1. Process
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2. Roles & responsibilities
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3. Training
Reporting
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1. Formatting
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2. Distribution
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3. Exemptions
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4. Security
Invoicing
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1. Formatting
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2. Distribution
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3. Frequency
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4. Security
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5. Quality assurance
Plan approval
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1. Financial Manager
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2. Do you approve this financial plan?
- Yes (move card to 'Approved plans')
- No (specify the reason and move card to 'Adjustments')
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3. If not, what must be changed in the plan?
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4. Analysis date
Adjustments
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1. Comments
Adjusted
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1. Financial manager
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2. Do you approve this financial plan?
- Yes (move card to 'Approved plans')
- No (specify the reason and move card to 'Adjustments')
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3. If not, what must be changed in the plan?
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4. Analysis date