30 Day Plan Dynamic Workbook.xlsx

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1	Instructions & Modification Tips for the Dynamic 30-Day Training Plan Excel Template
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4	Purpose of the Dynamic 30-Day Training Plan
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6	The End-Sync 30-Day Training Plan Excel Template is designed to dynamically update tasks and notes based on:
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8	✅ Start Date of the New Hire
9	✅ Current Month-End Close Cycle
10	✅ Training Phase (Regular Training vs. Month-End Close Priority)
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12	This ensures that new accountants receive structured onboarding while also gaining real-world exposure to month-end close activities.
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15	How to Use the Dynamic 30-Day Training Plan
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17	Setting Up the Training Plan
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19	1. Enter the Start Date – In the designated Start Date cell (e.g., B3), enter the first day the new hire starts training.
20	2. The Close Day Column Updates Automatically – The Close Day shows the actual day of the month irrespective of the start date.
21	3. Task & Notes Adjust Based on Close Day – Tasks will dynamically change based on whether the training falls during:
22	• Regular Training Phase (general onboarding, learning policies, financial reporting, and reconciliations).
23	• Month-End Close Priority Phase (focus shifts to real-time close activities).
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25	Understanding the Table Columns
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27	Column	Description
28	Day of Plan	Sequential day number (1–30) from the new hire’s start date.
29	Date	Auto-calculated date based on the start date entered.
30	Close Day	Dynamic number reflecting the actual day of the month (e.g., “1” means days 1 of close).
31	Phase	Adjusts automatically between Regular Training or Month-End Close Priority depending on the Close Day.
32	Task	Auto-updates based on whether it is a training day or a close priority day.
33	Notes	Provides relevant guidance or additional context for the task assigned.
34	Owner	Person responsible for ensuring the task is completed.
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36
37	Modifying the Plan to Fit Your Company’s Needs
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39	Adjusting for Company-Specific Close Cycles
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41	• Some companies have a 3-day close, others a 5 or 10-day close.
42	• Modify the formula logic in the Phase column to trigger “Month-End Close Priority” tasks earlier or later as needed.
43	• Example: If your company has a 10-day close, adjust the formula to trigger Close Priority activities from the 25th instead of the 27th. Or have close priorities trigger to run to the 5th of the month instead of the 3rd.
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46	Adding Company-Specific Systems & Policies
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48	• Customize tasks and notes to include training on internal ERP systems, reconciliation tools, automation, and policies.
49	• Add extra columns as is necessary to perform a comprehensive training program.
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51
52	Adjusting the Training Sections for Business Needs
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54	Modify the Regular Training tasks to fit your company’s specific onboarding needs. Examples:
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56	✅ If your company heavily relies on automation, adjust the training plan to include system walkthroughs earlier.
57	✅ If your company is SOX-compliant, add a specific compliance training session in the first 10 days.
58	✅ If month-end close starts earlier, adjust the close phase so the new hire can shadow close tasks sooner.
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61	How to Modify the Dynamic Logic in Excel
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63	Close Day Calculation
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65	• The Close Day formula is typically:
66	=DAY(B7), where B represents the Date column. This formula indicates the day of the month (eg 3/1/2025 will be close day 1).
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68	Modifying the Phase Logic
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70	• The Phase column formula checks the Close Day and assigns either Regular Training or Month-End Close Priority based on where in the close cycle you are.
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72	• Formula example:
73	=IF(OR(DAY(B7)<=4, DAY(B7)>=27), "Month-End Close Priority", "Regular Training")
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75	This formula states that for close days between the 27th day of the month and the 3rd day of the following month consider these close priority days. To extend or shorten your close priority days based on company policy, adjust the formula.
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77	Adjusting Tasks Based on Close Day
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79	• The Task, Notes, and Owner columns uses a formula to auto-populate based on the close day.
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81	• Example formula:
82	=VLOOKUP(C8, TaskLookup, 2, FALSE)
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84	Where C is the close day column and TaskLookup is the table on the Task List tab highlighting the appropriate task, note, and owner for the specific close day.
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86	• Modify the table on the Task List Tab to include tasks that align with your organization processes and workflow.
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88	Note: The first row (first day of the training plan) is set to getting system access and credentials irrespective of close day or phase. The last row (last day of the training plan) is set to completing onboarding wrap-up activities unless during close in which these activities may be pushed to after close.
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90	Best Practices for Implementation
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92	✔ Save the file in a shared drive so all trainers and managers can access the latest version.
93	✔ Train managers on how to adjust the start date and customize tasks to fit team priorities.
94	✔ Review the plan quarterly to ensure training aligns with evolving business needs.
95	✔ Track new hire progress and gather feedback for continuous improvement.
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97
98	Final Notes
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100	This dynamic training plan allows new accountants to gain structured onboarding while adapting to real-world month-end close cycles. By modifying it to fit your company’s close process, ERP systems, and financial reporting needs, you can ensure a highly efficient and tailored onboarding experience.