CFO PLAYBOOK · BOARD AND INVESTOR READINESS

KPI Alignment Audit^™

Are your KPIs telling the sponsor what they need, or what happened last month?

KPI misalignment is the most common reason a sponsor loses confidence in finance leadership. Most KPI frameworks were built for the previous owner rather than the current investment thesis. This checks whether yours is investment grade.

What you get

• Ten scored checks

  Investment thesis link, consistent definitions, leading indicators, cash and liquidity, and operational connection.

• Tests definitions, not just measures

  Whether the same KPI means the same thing in every division and entity, which is where most frameworks quietly fail.

• Built around what a sponsor asks

  Including whether at least three of your KPIs are forward looking rather than a record of the month just gone.

For CFOs, Finance Directors and portfolio finance leads in investor-owned businesses

10 checks · scored out of 30 · PDF