We see financial learning as having a number of facets.
The language of finance (+)
The numbers tell the story of a business – just using language that is different from the everyday. To this end we start with an exploration of the terminology of finance and how the picture is shaped. We reference real, well-known businesses and cover the essentials of finance:
covers the building blocks or how a business tells its story through financial reporting.
Interpreting financial statements (+)
• The business cycle and how financial statements relate to it
• The principles of financial measurement
• The Profit & Loss Account (Income Statement)
• The Balance Sheet
• The Cash Flow Statement
We also extend the content to cover the story and terminology of your business to make the content as relevant as possible.
Once you understand how to read the story, the next step is to judge its quality. We again start with the real world and analyse the business story, typically by comparison with other businesses and from the following viewpoints:
then looks at assessing the quality of a business through analysing and interpreting the financial statements or judging the quality of the story – from operating through to shareholder performance.
Finance to support decision-making (+)
• Day to day operations
• Cash flow and financial risk
• Shareholder performance (especially for listed businesses)
• The Balanced Scorecard and non-financial measures
As well as the analysis, we also cover ways of improving business performance and the trade-offs that need to be made in your business.
Finance is not just about measurement and analysis, it is also about supporting business decision making. Among the topics we cover to support both tactical and strategic decisions are:
examines using appropriate financial techniques to support both short and long term operational decisions, ensuring the creation of the maximum shareholder value.
• Costing and cost structures
• Product and customer profitability
• Investment appraisal for long term projects
• Budgeting, forecasting and targeting
• Variance analysis
• Improving reporting
These topics are not delivered using generic examples but are related directly back to your business needs.
Marketing / strategy learning: +
Our marketing/strategic content covers a number of different areas. The best place to start any form of business planning is with strategic understanding. (+)
Strategic Understanding / Business strategy is at the core of understanding how to generate sustainable competitive advantage. Some key business strategy topics we cover are:
This will give purpose and direction to all other commercial activities. Having a strategic view applies equally to the broad corporate landscape at one level, but it is equally important at brand level too.
• Setting strategic objectives
• Porter’s Five Forces
• Operational effectiveness vs. Strategic positioning
• Brand Audit
• Situational/SWOT analysis
• The Marketing Mix (The 6P’s)
• Market Development
• Pricing and Pricing strategy
Having a clear view of a brand (+)
A brand is an entity that has both functional and emotional attributes. And in today’s sophisticated markets the emotional drivers of brands are becoming increasingly important as differentiators. Topics covered include:
, and understanding how it is perceived, will allow to shape and build brand value, relative to competitors’ brands. Creating a new product, service or offer is an expensive business, so getting innovation (+)
• Understanding brands
• Brand positioning
• Value Propositions
• Measuring brand growth
Here are a few of the ways we can assist you get your next new offer in a better position to be your next income stream:
right more often has to be a good thing. Failure is always possible and it varies by industry, but there are tried and tested tools that can help. The world of marketing communications (+)
• Innovation Management
• Creative thinking techniques
• Idea development
• Concept development
• Focus Group concept testing
• Claims development
• Understanding the role of innovation in strategy
As a marketer, being able to articulate what you need in a brief (the input) and be able to judge the creative work (the output) is key to all communications success, which ever channel you are using. Here are some ways we can help.
has changed a great deal over the last 15 years. But some key principles remain the same. You need to get attention, be strongly branded and clearly communicate a benefit or differentiator. This all has to be done with your target in mind.
• Creative briefing (of agencies)
• Judging creative work
• Building Client / Agency relationships
For many businesses, the customer (+)
For many businesses, the customer and the consumer are different people (or organisations). This will depend on the business model. But for many, having a clear understanding of their different needs and objectives will drive very different strategies for the two groups. Here are some tools and techniques we can guide you through:
and the consumer are different people (or organisations). Having a clear understanding of their different needs and objectives will drive very different strategies for the two groups. For some the retail model (+)
• Market segmentation
• Market research techniques
• Insight generation
• Stakeholder Interviews
For clients who sell through retailers and/or distributors, the retail model is a key part of the distribution strategy. Here are some ways we could add value to your thinking:
is a key part of the distribution strategy.
• Category management
• Retailer marketing
For many managers, business/commercial acumen is the development of the individual from a functional expert to being an improved business manager with functional expertise. Furthermore, we can also bring in expertise across finance, marketing and business strategy to help individuals grow their own capabilities in the context of the organisation they work for – enhancing both their own and their organisation’s performance..
People Skills/Personal Awareness: +
It’s not what you know that counts – it’s how able you are at applying what you know. It seems simple enough – but in complex business environments applying ‘simple’ ideas are rarely easy. One of the keys – if not the most important key to success is the ability to understand, influence and inspire the people you work with.
We believe a clear understanding of the variables that impact upon motivation and performance is essential. To meet this need we are able to provide access to various
psychometric tools (+)
The psychometric tools we use cover the objective measurement of abilities, attitudes and personality traits. We use devices such as questionnaires, tests (including personality tests and 360-degree feedback. We are licensed to use:
leadership models, (+)
• Myers Briggs Type Indicator (MBTI)
• Strength Deployment Inventory (SDI)
• Team Management System (TMS)
• Fundamental Interpersonal Relations Orientation (FIRO B)
There is a myriad of leadership tools available and we use reliable, proven tools such as situational leadership and determinants of trust to help you develop and enhance leadership capabilities both in large organizational situations and in smaller teams. This is particularly significant due to the increasingly virtual nature of teams as they often spread across wide geographies.
offer considered analysis of the outputs of these and facilitate individual and group activities that bring these insights to life and most importantly offer direction and guidance about their practical application in the workplace.
In today’s competitive workplace it is not enough to understand theories of business, as they need to be put into action. A key element of this is based on combining people skills/personal awareness with functional expertise (finance, marketing and business strategy) and to this end we are licensed to run a variety of psychometric tools, which help develop individuals’ abilities in more effective interactions with others.
We have experience in working with leading players from amongst a wide range of industries including Fast Moving Consumer Goods (FMCG), Technology, Financial Services, Pharmaceuticals, Publishing & Media and Oil, Gas & Chemicals. On top of delivering learning programmes to wider audiences, we have been involved in developing and delivering business programs that are functionally specific to departments such as Finance, Marketing, R&D, HR, Sales and Supply Chain. In addition, we have a specialist area of expertise in delivering finance and business learning for journalists.