11 – The First 90 Days of the CFO Role

July 20, 2018

What does it take to effectively start in your new role as a CFO? This episode will give you specific recommendations and action items to build a solid foundation in your first 90 days.

This episode will cover the following topics –

  • First set of 30 days – Learning
    • Building relationships and understanding fundamentals
      • With your boss –
        • Situational awareness
        • Expectation desires
        • Style preferences
      • With your staff –
        • What are the greatest challenges before us?
        • What are the greatest opportunities before us?
        • What is the most important thing I could do to help you succeed in your role?
        • What would be critical for me to know about the culture and organization?
        • If you were me, what would you initially focus on?
  • Second set of 30 days – Assessing
    • Evaluating priorities and expanding awareness
      • Program model
      • Business model
      • Governance model
      • Relational model
  • Third set of 30 days – Planning
    • Summarizing priorities and finalizing action plans
      • Impact Grid
        • Integrity
        • Insight
      • Stewardship Star
        • Missional stewardship
        • Opportunity stewardship
        • Resource stewardship
        • Personnel stewardship
        • Information stewardship

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