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  PFM Outline

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Project Financial Management Course Outline

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Communications - Studies, findings, improving, perception gaps, ways to differentiate

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Principles of Finance - Rules to follow, challenging paradigms, easy-to-use guidelines

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Pricing - Alternative methods, answering objections, negotiating, differentiating, Case Study

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Contracting - Setting stage for success, scope of work, deposits, retainers, avoiding "pay when paid' and retainage

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Project set-up - Brains of computer system, do it right the first time, ways to simplify, defining what is needed

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Kick-off Meetings - Key to successful projects, understanding client.  What, When, Where, Who, Why & How; Case Study

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Financial Systems - Successfully using your system, revenue and cost recognition triggers, reading and understanding financial reports, role of computer systems, software alternatives

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Billing and Collecting - Importance of cash, ways to do painlessly, methods to maximize cash flow, issues affecting payment

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Doing Contract Changes - Proactively managing, alleviating negative reactions, documenting, Case Study

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Winning Outcome - Empowered employees, delighted customers and increased profit

 

 

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Lee James & Associates, 9 Wedge Way, Littleton, CO 80123, Office: (877) 738-9140, Fax: (303) 738-1009
Copyright © 1999 Lee James & Associates