Business, Corporate, & Strategic Plans to raise Private Equity Finance via Venture Capital & Bank Loans with Profit Improvements studies and full Management Audit, providing Financial Ratios for Control to achieve Corporate Turnarounds.

Alerts and New Topics


This Page is intended to provide early notice of pending matters which could impact adversely upon SME's and which also have a potential relationship to the subjects being covered within my planned E-Course. Where possible, it may also indicate possible solutions to some of the problems discussed. 

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102

FILE NUMBER

MFI - 0.0
MFI - 0.1
MFI - 0.2
MFI - 0.3
MFI - 0.4
MFI - 1.1.1
MFI - 1.1.2
MFI - 2.1
MFI - 2.2
MFI - 2.3
MFI - 2.4
MFI - 3.1
MFI - 3.2
MFI - 4.1
MFI - 5.1.0 to 5.1.7
MFI - 5.2.1
MFI - 5.2.2
MFI - 6.1
MFI - 6.2
MFI - 6.3
MFI - 7.1
MFI - 8.1
MFI - 8.2
MFI - 8.3
MFI - 8.4
MFI - 8.5
MFI - 9.1
MFI - 10.1
MFI - 10.2
MFI - 10.3
MFI - 11.1
MFI - 11.2
MFI - 12.1 to 26.1
MFI - 27.1
MFI - 27.2
MFI - 27.3
MFI - 27.4
MFI - 28.1
MFI - 29.1
MFI - 30.1
MFI - 30.2
MFI - 30.3
MFI - 30.4
MFI - 30.5
MFI - 31.1
MFI - 31.2
MFI - 31.3
MFI - 31.4
MFI - 31.5

​​FILE NAME


Cog Plan Folder Index                   
Cog Index - Plain File Format   
Active WIP - Control File Index  
The Cog System - Explanation
Cog System - Categories                                     

Telephone, Fax, Email Lists - Landscape
Telephone, Fax, Email Lists - Portrait                               Notepaper                                                         
Memorandum Form                      
Study Notepaper                            
Customer Information Form      
Company List                                    
Client List                                            
Status Control                                  
Today’s Programme                      
Contact Planner                                               
Contact and Meeting Log            
Routines List                                     
Routine 4 - Daily Cog Routine     
Routine 8 - Entry of Expenses    
Timetable - Fully Apportioned   
Base Timetable Planner               
Timetable Planner                          
Timetable Proportioned                              
Timetable - Variously Colour Programmed
Timetable - Partially Apportioned            
Diary Events Summary                  
Single Diary Page (7 Days)           
Annual Planner                                                
Annual Planner - Leap Year Repetition Pattern  
PROGRAMME CONTROL FORM                
Cog Gear Master Summary                        
JC2        COG TASK CONTROL FORM                         
PROJECT CONTROL LIST                                                
JC 1.1    PROJECT CONTROL ACTIVITY OVERVIEW               
JC2p      COG TASK CONTROL FORM - BASE MASTER
JC1.2     ACTIVITY CONTRL                            
JC3        JOB TASK FORM                                
JC4        TIME CONTROL FORM                                    
AF1       GENERAL LEDGER PAGE                                
AF2       JOB LEDGER PAGE                                            
AF3       JOURNAL VOUCHER FORM          
AF4       EXPENSES                                                            
AF5       MILEAGE                                                              
Other Forms - Alpha Numeric Log Control            
Other Forms - Operating Procedure Analysis Form
Other Forms - Operating Procedure – Defined Steps
Other Forms - Clear Folder Form                              
Other Forms - Daily File Index                   
TOTAL FORM TYPES

Update on the information provided within the Planned Contents List for the New ECourse with regard to my new comprehensive system for Time and Activity Management Control referred to below the said Planned Contents List:   


Within the Accounting Function specifically, I have been reviewing the various changes within the two main designated Accounting Standards, namely,  the IFRS and the GAAP, the former being most relevant to the UK and the EC as well as other countries around the world, whereas, the GAAP has greater relevance within the USA and also wherever the AICPA preferences hold greater sway than the IFRS systems.


I have updated my library for both designated Standards as far as the latest publicated updates are concerned, although I have carried both sets of Official Publications in my professional library for reference purposes for over ten years.  At present, my main purpose is to ensure that my own Financial Models are compliant with both systems as regards the styles of accounting report layouts indicated within either or both as suggested within the official texts.  So far, I am gratified to be able to state that my Models are compliant with both and, given the degree of analysis which my Models support, should assist any Client Company to establish their financial plans with considerable confidence, both in respect to financial performance as well as to the accounting reports which could flow from such results as being naturally within the scope of the relevant present-day Standards.


The Cog Plan:

My system, which I have called the “Cog Plan – Activity Control System” and for which I already own a suite of domain names, has now been developed into a digital system, consisting of 102 Forms with fields permitting data input, copying, printing and of course, saving into working directories.  There are also 5 different Indices and Explanatory Notes for the system, plus there are 14 distinct Diary Portfolios to cover each year based upon the day of the week upon which any specific year starts, and whether it is a Leap Year or not.


All Forms developed for this ancillary system can be utilised with the contemporary versions of Acrobat Reader which can be obtained free of charge from Adobe Systems Incorporated on request.  Every Form developed may be completed digitally and may also be printed out in A4 or A5 paper sizes, or may be saved into separate menus of your own choosing.

I have found that whilst using Acrobat Reader, I have had 20 Forms open at a time, and one can easily transfer data between related Forms, however, once you open more than 12 Forms at a time, the menu along the top of the Acrobat Reader begins to move to the left so that the earliest Forms that you have opened slide under the left page limit.  They are still available, but you have to move that entire menu to the right using the top-right arrows.  Also, the name of each Form is abbreviated, however, each one becomes readable once you position the cursor over it.  It appears to me at this time, therefore, that there is no major limit to the number of Forms you could open at a time and leave them open with the program, other than factors which might impact upon your computer's operating system such as a potential limitation to the available RAM for other operational program needs.   Keeping that factor in mind, and probably limiting any regular Project Management Operations to five or six Forms at a time,  with regard to those Forms with which you wish to work, such as those you have assigned to Project Management activities, one can simply minimise Acrobat Reader to keep all of such actions available for updating whilst you work on other programs on your computer.  When you are ready to update your Form records, you simply click on Acrobat Reader to re-activate those Forms you have already worked on, or to call up a new Form for Control Purposes. Personally, I normally find that five or six Forms are adequate at most times, and I know it can comfortably handle up to 12 Forms at a time as well.  To conclude on this matter, I have, as yet, not tested the full limit of Forms I might have open at any time, but I will find this out in due course.


Furthermore, because you can use Acrobat Reader to open and complete each Form, it is possible to create a Password Security for each Form and Diary with which security facility, every Form can be encrypted by Adobe Acrobat using 128 bit encryption.  Two passwords can be assigned to each Form: one to provide the Permissions which I will retain to protect my own design IP; whilst a second individual private Password can be provided to those who request the Cog Plan - Activity Control System, to provide the encryption security protection relative only to each user privately.

FYI, COG stands for Cognitive Optimum Generation and was actually developed at a time when I was busy working with a variety of business clients and needed to ensure that I was covering all aspects of the range of services for each that I had contracted to provide.  It is, therefore, both a Business and Project Management Control System but it also merges Personal, Family and Domestic issues which require to be given time and attention on a par with business and work matters.


Alert:
The newly digitised version, with the encryption facility, should also prove useful for the new GDPR, which is the EU’s General Data Protection Regulation, (within the UK, our own successor to the Data Protection Act)  that was  implemented with effect from the 25th May 2018 throughout Europe including the United Kingdom. In particular, with regard to that specific set of regulations, I have added two data-collection forms precisely for this regulation: the first being a detailed Customer Information Form which can hold the complete data for two customers on each separate page; and the second being a Telephone and Contact Information List .  With the encryption embodying a very strong password, and with each Form being held in a digital format but stored Off-Line so that hackers cannot successfully target the small company and pilfer the customer’s data, SME’s should be able to avoid the liabilities which the new regulations would impose upon them if such hackers were to manage to steal any information a customer deems to be valuable.  It should also be observed that the risk is not limited to banking and accounting data.  It would appear that all manner of strategic information which your customers may place a value upon and wish it to remain generally restricted could, should you permit it to be released without your customer's consent, bring you into a position of failure under the terms of the new regulations.  Again, further Memo forms are available within my new system which may also be encrypted and kept securely apart from your online activities, and indeed, all forms contained within this system may be encrypted at any time consistent with your own security preferences.

At present, I am concluding a revision of the Explanatory Notes for the system and updating these to cover the digital elements and explaining the flexibility of the overall system.  When I have concluded these revisions, I shall then be ready to provide the Cog Plan – Activity Control System to interested parties


I provide below, a complete listing of the various Forms provided within the Cog Plan System:


                                                                                         COG MAIN FILE INDEX