Planning tool

Agree on what the report should do.

Set expectations before the first reporting cycle. This worksheet helps a preparer and client discuss scope; it is not a contract or engagement letter.

These fields stay in your browser. Downloads and printing do not send the worksheet to Posh or generate a report.

Entity / clientAudienceSource deadlineReviewerCadenceCountry context

Decisions this report should supportWhat is excludedOpen questions

Included outputsPDFWordPowerPointPrivate reviewed link

Country is a discussion prompt. No country-specific legal terms or retention requirement is inferred. Discuss fees, legal duties and engagement terms separately with a qualified adviser. Cadence and outputs here do not create schedules or recipient access.

I reviewed this scope with the intended audience and kept unresolved questions visible.

Planning JSON contains a subset for reusable instructions. Country and open questions stay in the full worksheet. It does not create a client, save account settings or start a report. To save a PDF, choose Save as PDF in your browser print dialog. Keep period events and financial results with each report's source material.

Scope agreed? Use the monthly management report template to prepare the period results, commentary and next steps.

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