The Finance Calendar

For: Chief financial officers

How to: Create a finance calendar

Playbook: Finance Calendar Playbook

Why this works: Establishes a standard, coordinated calendar for everyone on the finance team

Written by: Mike Gonzalez, CEO of Trace

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1. Write 2 to 3 complete sentences which tell your story.

2. Have each sentence tell one, and only one, idea.

3. Put one sentence at the top of each slide.

4. Add an image, chart, table, text, quotation, GIF, video or other information to the body of each slide to illustrate, explain and/or persuade the audience the sentence is likely to be true.