CGMA FINANCE IMPACT TOOL USER GUIDE

Transcription

1 CGMA FINANCE IMPACT TOOL USER GUIDE THIS DOCUMENT DESCRIBES HOW TO ACCESS AND USE THE CGMA FINANCE IMPACT TOOL. THE PRIMARY PURPOSE OF THE CGMA FINANCE IMPACT TOOL IS TO DRIVE IMPROVEMENT AND SUPPORT STRATEGY DEVELOPMENT AND THE BUSINESS PLANNING PROCESS. EACH ORGANISATION IS UNIQUE AND THE CGMA FINANCE IMPACT TOOL ASSESSES YOUR ORGANISATION WITHIN SIX CRITICAL AREAS IMPACTED BY THE FINANCE FUNCTION: DATA, ANALYSIS, REPORTS, INSIGHTS, INFLUENCE, AND IMPACT. TO LOG IN 1. Go to 2. Click the Go button at the bottom TO CREATE AN ASSESSMENT 1. Click the Create New Assessment button on the left side of the screen 2. Under Select Document choose the listed assessment 3. Under Assessment Name please enter a name for your assessment 1

2 4. Click the save button at the bottom and wait for the assessment to load 5. On the left side of the page, under Assessment Name, click on the name of the survey you created and the assessment will appear TO DUPLICATE AN ASSESSMENT 1. Click Roll Forward under the Actions column. (This will carry over all of your answers to a new assessment.) 2

3 2. Under Assessment Name you can rename your duplicate assessment 3. Click the save button at the bottom and wait for the assessment to load 4. On the left side of the page, under Assessment Name, click on the new name of the survey you created and the assessment will appear TO NAVIGATE THE ASSESSMENT PAGE PLEASE NOTE The page is divided into two frames with sections/subsections on the left and the assessment questions on the right. To obtain more detail about a particular section or subsection, click the blue icon to the right of the heading. These guidance buttons will launch a pop-up window providing in-depth information about the topic. 1. Select the radio button next to the appropriate response for each question in the assessment. a. After selecting the appropriate response please wait while the page refreshes and reloads, uploading your answer into the reporting system 3

4 2. Respond to all the questions on a page and then click the next button, located in the bottom right corner, to progress to the next page in the assessment PLEASE NOTE Once you have completed a section in full, a red checkmark will appear next to the title in the left window. At any time you may check the left window to see if you have missed a question. All completed assessment questions will be indicated with a red checkmark. To go directly to a question in the assessment, click on the question description in the left window. TO GENERATE A PDF OF THE ASSESSMENT At the start of each section appears a PDF icon. At any point in the assessment you may click on the adobe logo to generate a PDF file of your responses to the questionnaire. 4

5 TO ASSESSMENT REPORT Once all the assessment questions have been completed, the generate report button will be enabled in the bottom right corner of the screen. 1. Click the generate report button to receive a detailed analysis of your results. 2. The report provides a series of chart types to display the results of the assessment and numerous resources to help improve the abilities of your finance function. 5

6 The report provides a series of chart types to display the results of the assessment and numerous resources to help improve the abilities of your finance function. Use the dropdown box at the top left of the report to view different chart types. Scroll down on the report page to view a detailed analysis of your results, including a series of resources designed to improve finance capabilities. o Click on a link to open the resource in a new window. 6

7 TO ASSESSMENT REPORT Once all the assessment questions have been completed, the generate report button will be enabled in the bottom right corner of the screen. 7

8 CGMA, CHARTERED GLOBAL MANAGEMENT ACCOUNTANT, and the CGMA logo are trademarks of the Association of International Certified Professional Accountants. ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS and the ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS logo are trademarks of the American Institute of Certified Public Accountants. These trademarks are registered in the United States and in other countries.