PMO Pilot

Fiscal Year Plan template for PowerPoint

Planning, budget and close cycles across the fiscal year, months under quarters, board dates marked.

Free Corporate & finance timeline look. Included in the free plan.

Fiscal Year Plan timeline look example slide: FY27 planning & close calendar
Shown on a sample plan: FY27 planning & close calendar. In the add-in, previews use your own data.

Download (.pptx, 14 KB) Fill it from your notes in PowerPoint

The download is the slide above, made of native PowerPoint shapes you can edit. No sign-up. To draw it from your own dates in the browser, open this look in the free timeline maker. PMO Pilot, the PowerPoint add-in, fills it from notes or a spreadsheet and is free to install.

When to use it

The finance calendar: strategic plan, budget, forecasts and year-end across the fiscal year.

How to make it in PMO Pilot

  1. One task per cycle (plan, budget, forecast, close) with the team in the Workstream column.
  2. Pick Fiscal Year Plan, then set Fiscal year starts under Timescale & dates.
  3. Add board approvals and filing dates as milestones.

Best for

CFOs, FP&A teams, Strategy teams.

Bring your data from…

Column names are matched as each tool exports them: no mapping step.

More Corporate & finance templates

All 80 timeline looks, each a free .pptx download.

From the blog

Fiscal Year Plan timeline look example slide: FY27 planning & close calendar