[FREE] 3-In-1 A/R Planning Worksheet for Senior Management

Over the years, I have found it helpful to have an annual plan for the credit operation." - Rod Wheeland, President, Wheeland Consulting

Credit often is called on to troubleshoot in all kinds of areas and this document template helps you brainstorm beyond the traditional things you might measure. It includes transactional volume in relation to previous periods (this is very important for staffing and workload issues).

With this free template, you can plan in terms of goals, objectives, strategies, and initiatives that will help you communicate to the senior management. Download now!

Key Takeaways:

• 7 Major Steps for Planning Collection Service Statistical Accomplishments
• 8 Crucial Metrics of Credit, Collections, and A/R Teams
• 9 Key Steps for Planning Credit Service Statistical Accomplishments

With over 40+ years of experience, Jay Clark is an ex Treasury VP of Hughes Supply and was fully accountable for $2.7 million operating budget and execution of all corporate treasury and high-level finance functions, including cash, debt, and risk management. She is now an assistant professor at Lake Sumter State College. Florida, who is a strategic, conceptual decision-maker accustomed to executing tactical initiatives while maintaining the vision of the bigger picture.