Once this person has a financial template, they can use it to create forms the template will simply guide them through. The mere fact that the template has certain line items _ like the Balance Sheet, for example, forces you to think in a well_organized fashion and gather the information according to the structure of the template _ cash balances, accounts receivable, fixed assets, liabilities, etc. The same goes for a Business Plan. A well_designed financial template can steer you away from making some fundamental mistakes. A client of mine brought me a self_prepared Business Plan once and we both smiled at the many line items he had on his Profit & Loss statement which really belonged on a Balance Sheet. With a professionally designed template, he wouldn't have made that mistake.
It seems that "everyone" hates PowerPoint™! At one time there was even a website dedicated to how poorly presenters use the tool. I'm bucking the trend to tell you that I LOVE PowerPoint™. It's the tool I most use to share my visual messages, organize my thoughts, and convey what I'm thinking. I'm often asked how I do what I do with the tool. I thought I would share 7 ways to use PowerPoint to visualize your thoughts and convey what's in your head so that you, too, might learn to love the tool. And no _ I do not have any financial interest in Microsoft or the MS Office Suite. I simply grew up on Wintel (Windows & Intel) computers using MS Office products and have learned how to make them indispensable tools in my business.