Project Online - Finalise and present your financial closing Use Case
In this video, you will learn how to finalize and present your financial closing using Microsoft 365. The video covers the process of collecting information from various departments, preparing an oral presentation, and making it attractive to the Executive Committee.
By sharing files in the SharePoint team site, you can ensure that everyone completes the necessary information at their own pace.
The video also demonstrates how to transform tables into graphical representations and use PowerPoint to create modern and effective presentations.
This will help you enhance consistency, catch the attention of your audience, and provide targeted feedback to your teams.
By co-editing documents from a shared space and utilizing online applications and synchronization, you can ensure that your data is accessible and secure.
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Objectifs :
This document aims to provide a comprehensive guide on how to effectively finalize a budget cycle and present it to the Executive Committee, utilizing tools like SharePoint and PowerPoint for enhanced collaboration and presentation quality.
Chapitres :
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Introduction
As the CFO of your company, finalizing the budget cycle is a critical task that must be completed by the end of the week. This process involves gathering information from various department heads and preparing an engaging oral presentation for the Executive Committee. The challenge often lies in ensuring timely communication and collaboration among team members. -
Challenges in Budget Cycle Management
The recurring issue of needing to remind department heads to submit their information can lead to frustration and inefficiency. This often results in a time-consuming process that drains energy and resources. To mitigate these challenges, it is essential to establish a streamlined approach to information gathering and presentation preparation. -
Utilizing SharePoint for Collaboration
By leveraging a SharePoint team site, all team members can access and complete the required information at their own pace, adhering to deadlines. This collaborative environment not only enhances the accuracy of the data collected but also allows for targeted feedback on results, ensuring that everyone is aligned and informed. -
Enhancing Presentation Quality with PowerPoint
To create an attractive presentation for the Executive Committee, it is crucial to focus on visual representation. Instead of relying heavily on numbers, transforming data into graphical formats can make the information more digestible. Utilizing PowerPoint's features, such as conditional layouts and linked graphics, allows for dynamic updates and a modern presentation style. -
Structuring the Presentation
During the budget cycle presentation, clarity and organization are key. Grouping slides by section and including summary slides can help maintain the audience's attention and enhance understanding. Although graphic design may not be your specialty, utilizing PowerPoint's modern tools can facilitate the creation of visually appealing presentations. -
Conclusion
Finalizing the budget cycle and presenting it effectively to the Executive Committee requires careful planning and the right tools. By using SharePoint for collaboration and PowerPoint for presentation, you can ensure that your data is not only accurate but also presented in an engaging manner. This approach not only saves time but also enhances the overall quality of your presentations.
FAQ :
What is the role of a CFO in the budget cycle?
The CFO oversees the budget cycle, ensuring that financial planning aligns with the company's strategic goals, collecting necessary information from department heads, and presenting the finalized budget to the Executive Committee.
How can SharePoint help in managing the budget cycle?
SharePoint allows for centralized document management, enabling team members to access and update budget-related information at their own pace, which streamlines the collection process and ensures data accuracy.
What are the benefits of using PowerPoint for presentations?
PowerPoint offers various tools for creating visually appealing presentations, including templates, graphics, and the ability to import data, making it easier to communicate complex information effectively.
How can I make my budget presentation more attractive?
To enhance your budget presentation, use graphical representations of data, group related slides, and incorporate summary slides to improve clarity and engagement. Utilizing PowerPoint's design features can also help create a modern look.
What challenges might arise during the budget cycle?
Common challenges include delays in information collection, miscommunication among departments, and difficulties in presenting complex data clearly. Utilizing collaborative tools like SharePoint can help mitigate these issues.
Quelques cas d'usages :
Streamlining Budget Collection
Using SharePoint to create a centralized site for budget submissions allows department heads to input their data at their convenience, reducing the need for constant reminders and follow-ups.
Enhancing Presentation Quality
By leveraging PowerPoint's advanced graphic tools, a CFO can transform raw budget data into visually engaging presentations that capture the attention of the Executive Committee and facilitate better understanding.
Improving Team Collaboration
Co-editing documents in SharePoint enables real-time collaboration among team members, ensuring that everyone is on the same page and that the most current information is used in the budget cycle.
Automating Data Updates
Importing graphics linked to live data sources allows for automatic updates in presentations, ensuring that the CFO always presents the most accurate and up-to-date information during meetings.
Creating Summary Slides for Clarity
Grouping related slides and adding summary slides in PowerPoint helps to clarify the budget plan, making it easier for the Executive Committee to follow along and understand the key points.
Glossaire :
CFO
Chief Financial Officer, the executive responsible for managing the financial actions of a company.
Budget Cycle
The process of planning, preparing, and finalizing a budget for a specific period, typically annually.
Executive Committee
A group of senior executives responsible for making strategic decisions for the organization.
SharePoint
A web-based collaboration platform that integrates with Microsoft Office, allowing for document management and storage.
PowerPoint
A presentation software developed by Microsoft, used for creating slideshows composed of text, images, and other media.
Co-editing
The ability for multiple users to edit a document simultaneously in a shared environment.
Conditional Layouts
Layouts that change based on specific conditions or data inputs, often used to enhance the presentation of information.
Graphics Refresh
The process of updating visual data representations automatically when the underlying data changes.
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