Introduction

This seminar is a combination of 2 modules –

Module 1 - Mastering People Management & Team Leadership Skills
Module 2 - Financial Analysis, Planning & Control

Both modules are taught by experts in their fields to provide an innovative and interesting seminar combining the best practices in both leadership and financial analysis. Enabling delegates to grow laterally as well as giving them the knowledge to succeed.

Who Should Attend?

This seminar would benefit finance professionals who are also in charge of teams and/or departments.

MODULE 1 – Mastering People Management & Team Leadership

Introduction

This rapid development seminar ensures that delegates are fully equipped with the essential management and leadership skills and confidence to achieve success. Delegates will learn:

• how to plan and set goals,
• how to manage and motivate for improved performance
• how to anticipate problems and provide clear leadership.

Exercises and case studies are used throughout this seminar.

Aims & Objectives

By the end of this seminar you will be able to:

• Understand your role as both a manager and a leader.
• Establish clear objectives and standards of performance for your team.
• Motivate, manage and lead your team to meet objectives and deliver results.
• Plan and prioritise your workload using effective delegation, goal planning and key skills for managing information.
• Deal effectively with difficult behaviour by providing constructive feedback.
• Use your communication skills with more impact to manage better meetings and to influence and persuade your team.

Seminar Outline – Week 1

Understanding Your Role

• What is required of you? Role and responsibilities
• The role and characteristics of successful leaders
• Meeting the demands of your manager and team
• Understanding the nature of change
• A model for implementing change

Successful Interpersonal Communication

• Overcoming the barriers to effective communication
• Building relationships through positive communication
• Communicating more assertively in meetings
• Influencing and persuading colleagues

Personal Effectiveness, Time Management and Delegation

• Identifying key result areas
• Dealing with information overload
• Setting personal and team objectives
• The process of delegation and its benefits
• A model for effective delegation
• Identifying and overcoming the barriers to effective delegation

Team Building, People Management and Motivation

• Distinguishing team roles and responsibilities
• Creating the ability to recognise and manage the different roles
• Maximising and maintaining input and motivation - building the desire for results
• Theories of motivation
• Practical ideas on how to motivate your team

Enhancing Team Performance through Coaching and Development

• Identifying the team's coaching and training needs
• Coaching skills for managers
• Providing recognition and feedback
• Responding to poor performers

Problem Solving and Dealing With Conflict

• A six step technique for problem solving and decision making
• Dealing with difficult people and situations - working towards positive conclusions
• Handling conflict within the team and promoting cooperative behaviour
• Recognising and adapting your preferred style for resolving conflict

Your Future Development

• Developing a personal action plan
• Total pay concept
• Salary surveys
• Human resource trend analysis

Learning & Development

• Career management and development – a new process for results
• Coaching and mentoring – video and case studies
• E-learning
• Management development
• Self development

Key Issues for the 21st Century Manager

• The new HR structure
• Proving ROI on HR activities
• Managing conflict
• Ethics and HRD/HRM

MODULE 2 - Financial Analysis, Planning and Control

Introduction

Management has been defined as “the art of asking significant questions.” The same applies to financial analysis, planning and control, which should be targeted toward finding meaningful answers to these significant questions—whether or not the results are fully quantifiable.

This seminar not only presents the key financial tools generally used, but also explains the broader context of how and where they are applied to obtain meaningful answers. It provides a conceptual backdrop both for the financial/economic dimensions of systematic business management and for understanding the nature of financial statements, analyzing data, planning and controlling.

Seminar Objectives - The seminar provides delegates with the tools required to find better answers to questions such as:

• What is the exact nature and scope of the issue to be analyzed?
• Which specific variables, relationships, and trends are likely to be helpful in analyzing the issue?
• Are there possible ways to obtain a quick “ballpark” estimate of the likely result?
• How precise an answer is necessary in relation to the importance of the issue itself?
• How reliable are the available data, and how is this uncertainty likely to affect the range of results?
• Are the input data to be used expressed in cash flow terms—essential for economic analysis—or are they to be applied within an accounting framework to test only the financial implications of a decision?
• What limitations are inherent in the tools to be applied, and how will these affect the range of results obtained?
• How important are qualitative judgments in the context of the issue, and what is the ranking of their significance?

Competencies Emphasised

• Obtaining the relevant information, given the context of the situation
• Choosing the most appropriate tools
• Knowing the strengths and limitations of the available tools
• Viewing all analysis, planning and control decisions in the context of their impact on shareholder value

Personal Impact

Delegates will acquire the ability, when involved in decisions about business investment, operations, or financing, to choose the most appropriate tools from the wide variety of analytical techniques available to generate quantitative answers. Selecting the appropriate tools from these choices is clearly an important part of the analytical task. Yet, experience has shown again and again that first developing a proper perspective for the problem or issue is just as important as the choice of the tools themselves.

Organisational Impact

This seminar provides an integrated conceptual backdrop both for the financial/economic dimensions of systematic business management and for understanding the nature of financial statements. All the topics on the seminar are viewed in the context of creating shareholder value—a fundamental concept that is consolidated on the final day of the seminar.

Training Methodology

The training methodology combines lectures, discussions, group exercises and individual exercises. Delegates will gain both a theoretical and a practical knowledge of the topics covered. The emphasis is on the practical application of the topics and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned, in carrying out their duties.

All delegates will receive a comprehensive set of notes to take back to the workplace, which will serve as a useful source of reference in the future. In addition, all delegates will receive a CD-ROM disk containing additional reference material and Excel templates, related to the seminar. Delegates are requested to please bring a pocket calculator to the seminar.

Seminar Outline – Week 2

The Challenge of Financial/Economic Decision-making

• The Practice of Financial/Economic Analysis
• The Value Creating Company
• A Dynamic Perspective of Business
• The Nature of Financial Statements
• The Context of Financial Analysis

Assessment of Business Performance

• Ratio Analysis and Performance
• Management’s Point of View
• Owners’ Point of View
• Lenders’ Point of View
• Ratios as a System
• Integration of Financial Performance Analysis
• Some Special Issues

Projection of Financial Requirements

• Pro Forma Financial Statements
• Cash Budgets
• Operating Budgets
• Interrelationship of Financial Projections
• Financial Modelling
• Sensitivity Analysis
• Dynamics and Growth of the Business System
• Leverage
• Financial Growth Plans

Analysis of Investment Decisions

• Cash Flows and the Time Value of Money
• Components of Analysis
• Methods of Analysis
• Applying Time-Adjusted Measures
• Strategic Perspective
• Decisional Framework
• Refinements of Investment Analysis
• Dealing with Risk and Changing Circumstances
• Cost of Capital and Business Decisions
• Weighted Cost of Capital
• Cost of Capital and Return Standards

Valuation and Business Performance

• Definitions of Value
• Value to the Investor
• Business Valuation
• Managing for Shareholder Value
• Shareholder Value Creation in Perspective
• Evolution of Value-Based Methodologies
• Creating Value in Restructuring and Combinations

Oxford Management Centre
John Eccles House
Robert Robinson Ave
Oxford Science Park
Oxford
OX4 4GP
United Kingdom

Tel: +44 1865 338088

Fax: +44 1865 338100

email info@oxford-management.com