Overview
This course provides the “big picture” to anyone with the responsibility of developing and presenting a financial proposal for new equipment, staffing, reorganization, or additional resources.
First, we introduce the essential elements that are critical to a successful proposal. Without all of these, you are just wasting time and risk damaging your credibility.
Next is the selection of the type of proposal you want to make and making sure you include all of the relevant factors.
Then we must have a clear picture of where we are now so we can persuade the eventual proposal audience that we must move to somewhere else. We present this clear picture using statistics drawn from historical data to describe trends and make realistic forecasts of the future requirements.
Finally, preparation of the proposal means careful selection of words to use and a carefully crafted strategy of presenting them in the best sequence for maximum effectiveness because we only have one chance to make a good ‘first impression.’
The student must take a multiple-choice quiz consisting of thirty (30) questions at the end of the course to obtain PDH credits.
Specific Knowledge or Skill Obtained
This course teaches the following specific knowledge and skills:
- Identify the five critical factors to understand before considering your proposal
- Identify the three essentials of a successful financial proposal
- Identify the two major categories of financial proposals and when to use them
- Use historical data to determine where they are now
- Identify trends for forecasting production (production can be making things such as consumer products or design drawings or providing services such as surveying or responding to RFPs.)
- Calculate break-even points for determining equipment and staffing needs
- Analyze workflows for improvement in efficiency, effectiveness, or productivity.
- Determine optimum staffing levels
- Use various data forecasting methods and know when to use them
- Explain and apply the concepts of “capacity” and “forecasting”
Course
Click on the following link to the PDF document to review the course material before taking the quiz for credit.
Financial Proposals - The Why and How
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