Finance Operational Strategy & Targets

An Intensive 2-day Training Course

Finance Operational Strategy & Targets

Standardisation & Best Practices

Finance Operational Strategy & Targets

Would an alternative date be more suitable?

We offer a variety of tailored training options, customized to meet your organisation's needs. Delivered anytime, anywhere, we make it easy to bring expert training directly to your team.

In-House Solutions ›

We don’t have a scheduled session for this course at the moment. For more information and to enquire about future sessions, please feel free to reach out to our Training Department ([email protected])

Why Choose this Training Course?

The course aims to provide a high level overview of the key concepts of strategy, strategic analysis, financial strategy and financing decisions.

What are the Goals?

At the end of the course, participants will be able to:

  • Understand the Financial and Strategic Planning Process
  • Formulate a Strategic Plan for their Organisation incorporating strategic analysis tools:
    • SWOT Analysis
    • PEST Analysis
    • SMART Objectives
  • Evaluate Strategic Options and Make sound Recommendations for Action incorporating:
    • Finance decisions and their impact on Gearing
    • Investment decisions
    • Risk Management decisions
  • Consider the impact of organizational structures on strategy and of strategic decisions on the organisation
  • Understand the role of directors, impact of the external environment and stakeholders in strategic decision making.
  • Consider how control and performance measurement of strategic decisions is undertaken.

How will this Training Course be Presented?

The course will be Activity-based, Experiential & Hands on. Participants will engage in Role play, Group discussions and Exercises.

  • Interactive Case Study
  • Hands on
  • Experiential
  • Interaction & Involvement
  • Client-Business environment focused

Participants will be given a detailed set of handouts and examples in both printed and electronic format

Daily Agenda

Day One: Strategic Planning
  • Definition - what is Strategy?
    • Importance/needs
    • Strategy hierarchy & classifications
    • Strategy perspectives/views 
  • Strategic Management Overview
    • Definition
    • Approaches of strategic management
  • Strategy Making Process
    • Mission statement formulation
    • Situation analysis – internal & external
    • Strategies selection
    • Strategy implementing & executing
    • Strategy evaluation & controls
  • Strategic Options
  • Strategy in Action – Case Studies
  • Why Strategy Fails? (The Pitfalls to Avoid)
Day Two: Financial Strategy
  • The Finance Decision and The Cost of Capital
    • Debt or Equity
    • The Cost of Capital & WACC
  • The Investment Decision
    • The Discount Rate
    • Making Investment Decisions – NPV, IRR and Payback
  • Risk Management
  • Hedging & Derivatives
  • Finance & Control Best Practices

Certificate

  • On successful completion of this Training Course / Online Training Course, a PetroKnowledge Certificate / E-Certificate will be awarded to the delegates.

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