Further developing advisory and added value business partnering skills

Objectives

At the end of the programme participants will:

  • Fully understand the role of the finance business partner and adviser role and how it differs to conventional finance support and controlling functions / roles
  • Be able to apply a range of business and client centred tools and techniques to effectively manage internal business / finance projects, initiatives and meetings.
  • Be able to apply the techniques and skills of a finance business partner with increased credibility and confidence so as to further influence the business /finance agenda within their company
  • Have reviewed their own “Individual Brand” and strengths as an internal business partner and advisor
  • Be able to build further the Finance Brand and focus on the core strategic challenges and deliverables
     
Our Experiential Learning Approach

A vital element of the programme’s success is the fact that it is a intensive experiential learning process based on a business case providing a wide range of real and challenging client scenarios. Participants are required to practice the tools and lead the process and receive feedback on how well they are doing and what they could/should be doing differently.

Programme Outline

DAY 1:

Introduction & Objectives

THE BUSINESS CONTEXT FOR FINANCE IN TODAY’S ORGANISATION
• The business, people and Finance Function challenges
• Finance  & the Business Performance Linkages
• Finance  in transition – the new style and approach
• Assessing and developing The Finance Dept Brand
• The critical issues for Business Partner Role
• Marketing the Finnace Brand

CASE STUDY – PART 1 – INITIAL CLIENT MEETINGS
• Adopting the right approach
• Finance - Functional specialist or business partner?

DEFINING A BUSINESS / FINANCE  INITIATIVE OR PROJECT
• Positioning any finance initiative or project
• The critical factors in successfully managing projects or initiatives

DAY 2:

CASE STUDY PART 2– INFORMATION GATHERING MEETINGS
• Handling difficult client scenarios
• Developing the client assignment to the next steps
• Managing client expectations

CASE STUDY PART 3 - PRESENTING FINDINGS AND RECOMMENDATIONS
• Analysis and preparation of client feedback
• Determining the key issues involved

THE FINANCE BUSINESS PARTNER TOOLKIT
• Practical tools and frameworks to help analyse business problems
• Analysing business, organisation and people problems
• How to use the tools to influence senior management teams
• Applying the toolkit – assessing which tools to use in a business / finance context
• “Selling” classics finance initiatives – cost reduction exercises, cash flow improvement etc – The essential do’s and don’ts

DAY 3:

PRESENTING FINDINGS AND RECOMMENDATIONS
• Communicating and reporting back to clients
• Recognising the key tasks and psychology involved
• Managing Stakeholders and Stakeholder Analysis

CASE STUDY PART 3 - PRESENTING FINDINGS AND RECOMMENDATIONS TO THE CLIENT
• Making the client presentation
• Managing different client situations
• Getting the presentation balance right

INDIVIDUAL REVIEW & APPLICATION TO THE FINANCE  TEAM
• Programme review – what have I learnt?
• Personal action planning and discussion
• Programme review – what does it mean for how I operate?
• What we need to do more of and less of?

IMPLICATIONS FOR MARKETING OUR SERVICES
• Developing a marketing strategy - What are we selling?
• Identifying who our key clients are?
• Defining what your clients want to be buy
• Organising to deliver your services