Invista em um modelo de decisão padrão, com relatórios para todos os níveis, desde a presidência, diretoria, gerencia, coordenadores, analista etc. Implante esse padrão de relatório em uma ferramenta sistêmica integrada ao ERP. Essa ferramenta pode ser um BI ou uma ferramenta de Planejamento Orçamentário - que permite não só comunicar, como alertar possíveis desvios. A linguagem numérica é mais eficaz na comunicação com executivos, e pode ser detalhada já no Plano de Contas contábil (grande armazém que tem todos os dados da empresa). No mundo há mais de 7mil linguagens de comunicação, fora os dialetos. Mas, no máximo 10 linguagens numéricas. Portanto, é mais fácil a comunicação! Vamos priorizar a linguagem decimal.

I sometimes wonder why we will not have time to d proper financial reviews..if we are running corporations and want to ensure we are on right path This also means the focus on getting into details as well as ensuring we see what is important for the success of the organisation. Keeping narrative very focused and to the points is key. It should have clear messaging and actions required to ensure post meeting action plans are finalised and most importantly same are tracked and updates are send on regular basis. This will ensure that focus stays on the outcomes

Communicating financial updates to busy executives in a timely manner requires strategy. Prioritizing short, data-driven summaries that highlight key financial metrics and their implications helps executives make faster choices. Technology like automated reporting tools and interfaces can speed crucial information delivery to assure accuracy and timeliness. A culture of compliance and strong governance can also improve financial reporting and leadership communication.

Quanto menos relatórios e gráficos melhor, para equilibrar as restrições de tempo dos executivos. O CEO precisa de 1 página para demonstrar (1) Retorno (2) Caixa (3) Valuation & longevidade O CFO precisa comunicar ao CEO, o Budget Anual e Plurianual, com (1) Lucro, (2) Caixa e (3) Balanço Patrimonial. As áreas de controladoria e finanças devem detalhar informações na contabilidade e orçamento, e sintetizar para o CFO. No âmbito da contabilidade gerencial deve se comparar as informações: atual x passado e projeção futura. No âmbito das demais áreas, e cada um com sua expertise: deve-se detalhar e sintetizar as informações operacionais, comerciais, capex, opex, e outras, com a linguagem de comunicação universal: contabilidade

When communicating financial updates to busy executives, clarity and concision are crucial. Be succinct, presenting key figures and trends prominently. Tailor content to align with their priorities, highlighting actionable insights. Schedule strategically to minimize distractions, utilizing data visualization tools to enhance comprehension. Provide actionable recommendations and be prepared to address follow-up questions, ensuring effective communication.

Desde mi punto de visita, el equilibrio siempre es necesario, y la calidad de la comunicación tiene que salvaguardarse, es posible tratar de ahorrar tiempo, pero sin comprometer la calidad del mensaje, por eso es importante el establecimiento de limites sanos, con el objeto de maximizar el tiempo pero sin descuidar la calidad del mensaje.

Communicating financial updates to busy executives can be frustrating as they are mostly unavailable and have limited time to engage you in detail. I have often had to schedule meetings with them preferably morning hours when their mind is fresh and before they get distracted with meetings. I send in a text message requesting for a meeting a day before then I ensure I handle all pending maters in that one meeting.

Yes, I can effectively communicate financial updates to busy executives by focusing on concise, goal-oriented narratives. I emphasize key metrics through visuals like dashboards and connect updates to strategic priorities. Using tools like pre-read emails or brief meetings, I ensure the message is clear and fits their schedule, enabling quick yet informed decisions.

Create concise, visually driven executive summaries that highlight key financial metrics and critical variances, with detailed backup data available on request. Schedule brief, focused update meetings with a clear agenda and pre-distributed materials, allowing executives to review data beforehand. Use a "traffic light" system to quickly flag items needing immediate attention, and always end with specific action items or decisions needed. CopyRetry