Waymark Solutions

Services To:

• Senior Management
  • Team Balanced Scorecard
  • Case Study: Critical success factors and performance indicators
• Finance Team
  • Convert your Finance monthly reporting into a decision based tool
  • Course Flyers for In-house courses
  • One day workshop on KPIs
  • Review of the Budgeting and Forecasting Process
  • Team Balanced Scorecard
  • Case Study: Critical success factors and performance indicators
• Corporate Service Teams
  • Case Study: Critical success factors and performance indicators
  • Team Balanced Scorecard

• Prime Services:
  • KPI Development
  • Quarterly Rolling Forecasting and Planning
  • Performance Based Reporting
• About David
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• Testimonials
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• Workshops to Attend

Testimonials

Home > Testimonials

Feedback from webseminars

I wanted to let you know how much I enjoyed your web seminar on 3 March. For the last two weeks I have been telling clients to take the "K" of off all their KPI's and only put it back on the 5 that they would benefit by monitoring daily. It's early days so far but very few "Ks" have found their way back on the front of PI's. The new KPI's are much more focused and were easier to arrive at with the guidance that they don't need to last for more than a few days or weeks.
Malcolm Wicks, Three Step Consulting, UK

Workshops

I attended your workshops on "50+ways to improve the accounting function" and then sent my AP team and management accountants to the workshop "month-end reporting by day three or less". We then ran the post it re-engineering workshop in house by ourselves and are now reporting on working day three. A good result.
Stuart Cronin, Financial Controller, Uecomm

The general consensus was that this was one of the most worthwhile professional development seminars that any of us had attended in quite a while. Your passion for all of the subjects covered came across throughout the day, and was backed up by the substance of your subject matter expertise and practical experience. The friendly, interactive nature of the seminar was a big plus.
John Poppe Planning and Analysis Manager New Zealand Steel Ltd

Comments from CPA Australia

"Very passionate about topic - great presentation skills" and "Great examples given - very practical session".
Victoria Hubbard, Practice Accountant, Edwards Marshall, Adelaide

"Very inspiring & motivating speaker who offers some revolutionary ideas" and "Could not believe how relevant the content was".
Sam Faulkner, Senior Management Analyst, ETSA utilities Adelaide

"The quarterly rolling planning course was the most practical session I have ever attended".
Greg Forck, Financial Controller ,Canberra

Comments from a "Management summiting" course run for ICANZ

• Displayed knowledge and skills at level expected of a top presenter in a field of expertise.
• Amongst the top level of presenters in over 30 years attendance. Animated, involving, focussed, knowledgeable, passionate.
• Motivational.
• Presenter’s enthusiasm and knowledge of the topic was a highlight
• Great course paper, which was presented with an interesting style/anecdotes, stories

Thank you for an extremely rewarding seminar. Both Roydon and I got a lot out of it and are looking forward to using mind mapping to assist us in our future planning.
Sara Brown ERO

Comments from a KPI course run for CIMA in London

• Opened up my mind to new measurements
• The course had a very practical application
• Give an impetus to re-launch KPI reporting in the organisation and link operations performance to these KPIs
• Easy to understand and David gives practical ways of how to put it into practice
• I am already thinking of how best to put the skills I have gained into practice. The course really helped me gain a workable knowledge of the techniques

Comments from a decision based report course run for CIMA in London

• Good new ideas for reporting, very thought provoking
• It has given me many new ideas to give more meaningful reports
• Rigorous approach to identifying KPI’s and the interplay of daily/weekly/monthly information was a highlight
• The following were most useful: Board dashboard report, Team scorecard, Monitoring projects
• This course will directly influence future reports to management team and board and new PIs for the finance team
• Gave ideas on speeding up month end and how to implement them
• Practical; will re-focus attention of accountant to be forefront of decision-making
• New ideas for reporting, I will ensure changes are followed through when I get back at work
• Common sense reporting on activities, rather than numbers. MOST EXCELLENT

In-house courses:

David facilitated meaningful discussion amongst the group and helped us generate our own ideas for improvement. We identified unnecessary tasks that we have been performing and ways in which we can efficiently obtain information from different sources. Our current practices and negativity were continually challenged and our minds were opened to believing that what seems impossible now is in fact possible. The training had a very practical and participatory feel. We walked out of the training with open minds, a practical plan and dedication to implementing Day 1 reporting and process improvement.
Kara Schliebs, Financial Controller ,DMG Radio Australia Pty Ltd, Adelaide

Our accelerated closing is going well. The Financial accounting have taken it to heart and are already meeting their deadlines. Management accounting is harder but we have put in place an accelerated variance commentary system at a very high level to get a one day turnaround on this. So we made our Thursday deadline for our second SMT meeting of the month. So your session has been very effective.
Wayne Morgan, CFO, Victoria University, Wellington

David facilitated meaningful discussion amongst the group and helped us generate our own ideas for improvement. We identified unnecessary tasks that we have been performing and ways in which we can efficiently obtain information from different sources.

Our current practices and negativity were continually challenged and our minds were opened to believing that what seems impossible now is in fact possible.

The training had a very practical and participatory feel. We walked out of the training with open minds, a practical plan and dedication to implementing Day 1 reporting and process improvement.
Kara Schliebs, Financial Controller, DMG Radio Australia Pty Ltd

Thank you for an excellent workshop. All of the teams gained some invaluable insight (including our economists) to the various topics. The troops are primed, share the vision and we are planning our changes. An outstanding success.
John Knox, Chief Finance Officer, ActewAGL and TransACT

Quick Month End In-House Workshops

David hosted an in house session with our financial and management accountants to promote and plan for faster month end accounting. His enthusiasm quickly had everyone rolling up their sleeves and engaging in the process of identifying positive streamlining ideas and unnecessary month end tasks. With the benefits of an accelerated close well communicated, the team closed the session with detailed plans to implement within two months. Such was the team determination that two months later the accelerated plan was in place, trial balance on day 1, full management reports, including variance commentary and forecasts, by day 4.
Wayne Morgan, CFO Victoria University of Wellington

David facilitated meaningful discussion amongst the group and helped us generate our own ideas for improvement. We identified unnecessary tasks that we have been performing and ways in which we can efficiently obtain information from different sources.

Our current practices and negativity were continually challenged and our minds were opened to believing that what seems impossible now is in fact possible.

The training had a very practical and participatory feel. We walked out of the training with open minds, a practical plan and dedication to implementing Day 1 reporting and process improvement.
Kara Schliebs, Financial Controller, DMG Radio Australia Pty Ltd