Best Practice Modeling Guidelines

Best Practice Modeling Guidelines

These guidelines allow teams or individuals to standardize their models in accordance with generally accepted best practices.

Go to the guidelines section of this website to learn more about creating and implementing your own guidelines.

AreaDescriptionGuidelines
1.Workbook StructureWorkbook structure, sections, table of contents and navigation.5
2.Sheet StructureSheet types, structure, consistency, titles and content.10
3.Formats & StylesFormat and style purpose, consistency, identification, explanation and appearance.14
4.AssumptionsAssumptions entry interface structure, rules, consistency, location and formats.8
5.Sensitivities & ScenariosSensitivity and scenario analysis structure, location, rules and identification.3
6.Outputs & PresentationsOutputs segregation, section structure and presentation sheets.4
7.Calculation FormulasCalculation formulas consistency, rules, and calculation setting.6
8.Naming PrinciplesWorkbook, sheet and range naming syntax and consistency.4
9.Time Series AnalysisTime series analysis, assumptions, consistency, structure, periodicity, rules and outputs.8
10.ChecksError, sensitivity and alert checks structure, rules, location, formats and communication.9
11.Printing & ViewingPrinting and viewing consistency, rules, margins, page numbers and information.5
12.Multiple WorkbooksMultiple workbook linking import and export sheet consistency and rules.3
13.Security & ProtectionUse of protection, prevention of non-assumptions content.2
14.Visual Basic ProgrammingRecording and writing macros, variable declaration, reference range names.3