Final Tips

& Takeaways

Don’t SETTLE !!
Treat your organization like a 100 million dollar company

Demand financial reports that explain financial results (not just numbers !!). Focus on the top 10 expenses.

Expect reports to be timely.

Compare Monthly and YTD results to the budget and prior year.

What is the 3-year trend of the top 10 expenses ?

Perpetual Improvement (Kaizen):
1. Seek feedback
2. Reflect on performance
3. Explore new techniques
4. Set KPIs and goals
5. Iterate and adapt