07
Oct
Oct
If you’ve never written an Acquisition Strategy Plan before, this primer is for you. Acquisition Strategy Plans help guide organizations through the acquisition process, ensuring a well-defined approach that aligns with strategic goals.
Tag Archives: Finance
Checklist, Excel Templates, How to Write, Software Development Templates
New: Cost Management Plan Templates
30
Sep
Sep
This week at Klariti we’re releasing a new set of Cost Management Plan templates. Each section in the MS Word template contains explanatory writing guidelines and sample text to help you get started. In addition to this, we have a new Explainer Guide which explains how to setup and configure the MS Excel spreadsheets. I […]
Summary: A business case summarizes the rationale for a proposed project or initiative.
Use the following five pillars to structure your document: strategy, options, commercial viability, affordability, and achievability.
12
Jan
Jan
What is a financial white paper? A white paper promotes a certain product, service, or methodology to influence current and prospective customer or investor decisions. Three main types of white papers include backgrounders, numbered lists, and problem/solution white papers. Source: Investopedia. Download this Financial White Paper template if you plan to write a white paper […]
Now that business and Social Media are getting closer, we need to find ways to introduce Social Media policies so that employees understand what is expected of them when working on sites like Facebook and Twitter. 4 Social Media Policy guidelines To get your Social Media guidelines in place, follow these steps: These are four guidelines to […]
Combination of different conditional text settings Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]
Traffic lights on excel spreadsheet Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of the […]
Annual report spreadsheet with directional settings applied to data Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values […]
Annual report with data bars Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of the […]
Blended gradients applied to the charts Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]
Gradients applied to the chart data Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]
Annual expense report with conditional text and pie chart Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values […]
Annual expense report with conditional text and pie chart File format: Excel Download: Annual Expense Report How to update charts Enter values in each of the cells. Right-click on the chart. Refresh the data.
08
May
May
Use this Excel Cash Flow Forecast template to record how much money is going in and out of your business. What is a Cash Flow Forecast? A Cash Flow Forecast is a forecast of how much money you expect to bring in and pay out over a period time, typically 12 months. Sample data, instructions, […]
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