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10 Ways to Stay Out of
Financial / Business Trouble
A 24-Hour Comprehensive Program
(with Flexible Formatting
and Time Frame)
Presented with the
Foundation for Professional
Practice
Summary
Some of the
most technically proficient professionals are uncomfortable in managing the
business and financial aspects of projects. Experience reveals that many
technical people have difficulty discussing dollars, budgets, pricing, changes,
and other associated issues. Those who become comfortable addressing these
issues are the most successful. They positively differentiate themselves and
their company. Better pricing, budgets and schedules are obtained. When changes
do occur, more favorable adjustments result. Whenever financial issues of
deposits, retainers, pricing, billing, collecting, etc. occur, the confident
technical professional is better prepared to meet the needs of the project, the
associated people and profit. This program provides participants the tools to
achieve success.
Numerous real-life experiences and case studies are used
to teach and bring to light the principles taught. Sessions are highly
interactive with active learning occurring throughout.
Key Benefits
-
Meet
your needs and your clients’ needs
-
Assessing
compatibility of projects and client's with your firm’s business strategy
-
Become
comfortable discussing $'s
-
Arm
yourself with methods to sell your pricing
-
Increase
company profit and cash flow
-
Protect
your firm with contracts and insurance
-
Easily
complete billing and collecting
-
Understand
project financial reporting
-
Obtain
acceptance of changes
-
Successfully
manage small & large projects
-
Take
the mystery out of financial reporting
-
Analyze
the strengths and weaknesses of a business
-
Be
prepared for the future
Learn by doing – i.e. Case Studies and Exercises
A Participant Manual, handouts and reference materials are provided for
use throughout the sessions and after completion.
Example Evaluation Quotes Received From Participants
General Comments
-
“Directly addressed
central issues, problems of consulting as a business, leading to more profitable
and more enjoyable work & career.”
-
“Raising awareness of
engineering as a business. To be
successful, we must not only strive to be good technically, but business savvy
as well.”
-
"Extremely valid &
useful information that can be readily applied with the assurance that the
implementation of ideas will result in positive change.”
-
“It really strengthened
project manager training; reference manuals will be very useful; keyed on
critical components, which will promote the success of the firm.
-
The course ties together the
entire project process from marketing through performance in a very concise
manner.”
-
“Covered real life
conditions of consulting services (and clearly identifies how to address some
real issues in our business).”
-
“This
is the first time we’ve been provided real training in development of business
acumen! It was extremely
valuable. I became very passionate
about these issues, and improving my own PM skills as a result of the course.”
-
“This is one of the best
training courses I have attended in all industry (approx. 20 years).
This course should be taught to all new employees in their first month or
two of employment”.
Instruction Comments
-
“Lee is a very dynamic
presenter. It was refreshing to see
that he has considerable experience in our field, rather than coming from an
entirely different industry.”
-
“Most of us are good
technically. This course helped
tremendously in making us good from a business point of view.
Lee James clearly knows his subject.
Unlike many trainers, he has “walked the walk” so that he can
convincingly “talk the talk”. A particular strength was his ability to bring in questions
and comments from the group to illustrate the big points without going over
time.”
-
“Lee James very
effectively described business situations and lessons learned to supplement
course material. Answered questions
thoughtfully and encouraged group discussion.
Role-playing was a very effective tool to describe a client situation.”
-
“Lee gave one of the best
overall professional presentations I have experienced.
His knowledge and experience shined.
He clarified many topics in a relatively short period of time.
I gained a better understanding of how we operate now, and how we can
better operate.”
-
“Mr.
James managed to keep the discussions lively and did a great job presenting
material that could have otherwise been very dry.
I have been a PM for approx. 11 years and I came away from the course
with several (a lot) of new ideas/things to try.”
-
“The
primary strengths of the course were Lee James’ ability to engage the entire
group in open discussions. The
sections on pricing and contract changes were very well thought-out and great
information. We should share with other staff.”
See
also: Instructor
Profile
To download
10 Ways Out of Trouble brochure
click
here. |
