Instructor for this course
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We are often overwhelmed with too much information, particularly when it’s an area we don’t understand as well. This course focuses on helping your audience understand the big picture with a brief financial overview. This, in turn, makes the subsequent conversation around "what to do" about the number, much easier and more meaningful.

This is quite helpful as an approach for financial statement packages. You may have good reasons for producing lots of reports- many divisions, locations, or distinct operations. However, some of your readers may not be as financially savvy as you are, such as board members or your operating partners in non-finance functions (e.g. sales, marketing, and operations). They can be trying very hard to understand, but deep inside they may be very uncomfortable, a bit intimidated and lost in the details.

There is a way however, to make them feel more at ease and get the big picture. Rather than launching right into the detailed financials, begin your package with a one-page financial summary. Give them dessert before the meal. By providing the roadmap up-front, you are helping them ease into connecting the dots with the detailed data you provide. You’re not thinking for them, rather, you are helping them think without having to play catch up. Even your savvy readers will appreciate it- they will see how things correlate like never before.

Learning Objectives

  • Identify the building blocks you will need to put together your one page summary, including non-financial data.
  • Discover how to put together the one-pager with as little manual effort and make it easier to update each month.
  • Explore how to use a complimentary one-page narrative to provide additional insights for readers as well as be an additional quality check.
  • Discover how to distribute and use the one-pager to run better meetings with less time going over information and more time engaged on action items.

 

Last updated/reviewed: June 10, 2018

19 Reviews (44 ratings)Reviews

5
Member's Profile
This is one of those very challenging subjects to which there is no absolutely correct answer. The instructor's answer is likewise not absolutely correct, but I really like his approach to the subject as it makes sense to me and seems highly practical and actionable. He's a bit tough to understand at times, but that did not detract from the overall course quality for me.
3
Member's Profile
While I already implement much of what is suggested - I found some nuggets that added value. Thoughts on fluidity and materiality along with mixing non-financial measures were interesting.
4
Anonymous Author
Helpful template to organize what is important in your business. One sheet formats are powerful and I like using them and getting new ideas on how they can be even more effective.
3
Member's Profile
Useful in communicating the benefits of a one-page report. The examples used might benefit from enhanced visual appearance including the selective use of graphics.
4
Member's Profile
Good general information, but nothing specific is talked about. It's more to help you think of how you could use and set up a one pager in your own company.
3
Anonymous Author
Good for an unestablished FP&A function. Would like to see examples of best in class narratives included (increase pace to include more information).
4
Member's Profile
Good tips on the use of a one-pager. Explains why one should use a one-pager, and what should be included.
4
Member's Profile
Thought it might be helpful to have colors or small graphs on one-pager to help highlight variances.
5
Member's Profile
A very useful look at how to design and benefit from more simple financial reporting tools.
4
Member's Profile
Great course. Subject explained well from someone who has clearly used this tool a lot.
3
Member's Profile
I like the sample 1 pager. It is going to be very useful in me designing my own.
4
Anonymous Author
Picked up a couple of good tips from this course and some reminders too
5
Member's Profile
Great course for a very challenging subject. Thank you professor Paul!
Anonymous Author
Gave examples of how layout a one page report.
3
Anonymous Author
A little too slow and basic.
5
Anonymous Author
Practical advice
4
Anonymous Author
Good course.
4
Anonymous Author
interesting
5
Member's Profile
Awesome

Prerequisites

Course Complexity:

Prerequisite: Exposure to corporate accounting and reporting

 

Advanced Preparation: None

 

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
One Page Financial Overview
  5:05Why The One Pager?
  7:10One Pager Design
  9:00For Profit & Non Profit Examples and Tactical Matters
  8:22One Page Narrative and Meetings
CONCLUSION
  7:09Closing Thoughts
SUPPORTING MATERIALS
  PDFSlides: The One Page Financial Overview
  PDFThe One Page Financial Overview Glossary/Index
  PDFFor Profit Financial Commentary April
  XLSXFor Profit One Pager Example
  PDFNonprofit Financial Commentary April
  XLSXNonprofit One Pager Example
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM