Phase 1: Assess
Consolidate and validate financial data for planning and analysis.
Purpose
The Assess phase gathers, consolidates, and validates financial data from across the organization, establishing a reliable foundation for planning, forecasting, and budgeting.
Usage
/finance:assess <project>What It Does
- Collects financial data from bookkeeping and accounting outputs
- Validates data completeness and consistency
- Normalizes formats and reconciles discrepancies
- Summarizes current financial position and trends
- Writes the assessment to
.metapowers/finance/<project>/01-assess.md
Output
Creates .metapowers/finance/<project>/01-assess.md containing:
- Consolidated financial data summary
- Data quality assessment and gaps identified
- Current financial position overview
- Historical trend analysis
Next Phase
After assessment, proceed to Plan to define strategic objectives and KPIs.