Leadership Story™
Strategic Story™
Selling Story™
Success Story™
Brand Story™
Culture Story™
Financial Story™
“Don’t give me the numbers as numbers.”
—Anonymous CEO to his CFO

 

 
You need it when . . .
  • The numbers don’t speak for themselves—spreadsheets and bullet points don’t tell the full story. What actions are they prompting?
  • A compelling case must be made to investors, the board, analysts, rating agencies, the press, employees.
  • Shareholders want to know the key issues about the company’s performance beyond the financials.
  • The payoffs are bigger than “making the numbers”—there are significant non-financial rewards.
  • Financial managers don’t link the numbers to strategy, operations, and people.
  • Missed targets render plans and budgets meaningless.
FinancialStory™ delivers . . .
  1. The salient story—excitement, emotion, and reality—integral to the numbers.
  2. The key strategic drivers behind the numbers stated in memorable, human terms.
  3. A more complete understanding of the targets and objectives the troops have to make, monitor, and manage.
  4. The emotional and psychological rewards (vision and goals achieved; reputation enhanced) of “making the numbers” beyond the rational operational benefit.
  5. The blunt edge of reality back into plans and budgets.
  6. A richer statement of shareholder value beyond ROI, including more subjective measures of customer loyalty, employee commitment, corporate momentum, etc.
You get . . .
  1. Better comprehension and proactive response to what the numbers are saying.
  2. The decisions you desire: approval, buy-in, funding.
  3. Numbers linked to flesh and blood needs, opportunities, and goals. Also, clearer alternatives and direction as to what must be done.
  4. Employees who understand the controls provided by financial managers.
  5. Corporate performance reported within a more compelling and memorable framework.
  6. Finance people more able to express business solutions as their role evolves from just keeping score to greater involvement with business decisions.

 

 
  © 2004 Gerry Lantz & Associates, Inc