FINANCIAL MANAGEMENT PLAN TEMPLATE

COMPANY NAME

PROJECT NAME

VERSION 0.0.0

MM/DD/YYYY

INTRODUCTION

PURPOSE OF FMP
What is the purpose of the document?

SCOPE

What activities lead to its development?

INTENDED AUDIENCE

For whom is the document created?

OVERVIEW
Provide a high-level overview of the financial aspects of the project.

CONTRACT TYPE

Explain

MAJOR MILESTONES

Explain

COST ELEMENTS

Explain

STAKEHOLDERS

Explain

ASSUMPTIONS / CONSTRAINTS / RISKS

ASSUMPTIONS

Detail all dependencies / assumptions associated with the financial management approach:
reporting, invoicing, etc.

CONSTRAINTS

Delineate all limitations that pose to impact the chosen FMP approach.

RISKS
Define all risks along with any proposed mitigation tactics.

FINANCIAL MEASUREMENT BASELINE
Detail all costs or prices. Tables may be included or spreadsheets may be referenced. Provide links or file names to any attachments.

APPROACH

PROCESS
Describe the methods employed for the organization, categorization, tracking, reporting, project management,
risk management, monitoring and control, etc.

FINANCIAL MANAGEMENT PROCESSES

PROCESS	TOOLS + TECHNIQUES

ROLES & RESPONSIBILITIES

NAME	ROLE	RESPONSIBILITY

TRAINING

Describe processes and set guidelines for any required training along with any stipulations and plans for implementation.

REPORTING
Provide set requirements and procedures.

FORMATTING
How should financial reports be formatted?

DISTRIBUTION
How will reports and updates be disseminated? Who is required to receive the reports? How frequently do reports need to be distributed?

EXEMPTIONS
Description of any exemptions

SECURITY

REVIEW AND APPROVAL

INVOICING
Overview of management and staffing structure and efforts employed to build out

FORMATTING

How should Invoices be formatted?

DISTRIBUTION
How will invoices be sent?

FREQUENCY
How frequently?

SECURITY

QUALITY ASSURANCE

APPROVALS

NAME AND TITLE	SIGNATURE	DATE

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