• 403-390-8037
  • info@financelearninglab.com
  • Call, text or email today

Process Improvement Memory Joggers

18 Tips to Dissect and Improve your Processes OVER-PROCESSING: Spending time perfecting beyond what your customer cares aboutMINIMIZE HANDOFFS: Red flag anytime you hear “lots of back & forth emails”FREQUENCY: Doing activities every day, when once a month would sufficeSKILLS: Using a senior person when work could be done by someone more juniorFAST TRACK: Think express line at grocery store. […]

Waterfall graph template

The waterfall graph is an excellent way to show the variance between two numbers. It allows you to visually depict each of the major variances in an easy to consume picture that highlights the relative impact of each delta. It can be helpful for comparing budget versus actual or for comparing an applied for amount with the actual amount incurred over the […]

2021 Work Plan Template

Project management applications like MS Project can be great if you are trying to do very detailed planning and need to calculate specific critical path timelines, but sometime you just need a simple way to convey a high-level plan. You can use this simple one-page template to communicate your top three priorities for the year and to demonstrate that you […]