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customizable courseware Instructor Guide Budgets and Managing Money print-on-de

customizable courseware Instructor Guide Budgets and Managing Money print-on-demand courseware fully customizable ● print-on-demand ● unlimited number of users ● no annual renewal fees Not For Training Budgets and Managing Money Instructor Guide Not For Training Copyright All rights reserved world-wide under International and Pan-American copyright agreements. No part of this document can be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior written permission of Velsoft. Not For Training Table of Contents Instructor Guide........................................................................................................................................... 1 Agenda: Day One.......................................................................................................................................... 2 Session One: Introduction and Course Overview........................................................................................... 3 Icebreaker: In This Corner.............................................................................................................................. 5 Session Two: Finance Jeopardy ..................................................................................................................... 6 Session Three: Your Role in Company Finances......................................................................................... 10 Session Four: What is Finance?.................................................................................................................... 12 Break ............................................................................................................................................................ 12 Session Five: Getting to Know the Players .................................................................................................. 13 Session Six: Record Keeping Terminology.................................................................................................. 15 Session Seven: The Balance Sheet ............................................................................................................... 17 Balance Sheet Overview..................................................................................................................... 17 Assets = Liabilities................................................................................................................................ 1 Assets = Debts + Equity........................................................................................................................ 1 Equity = Assets - Debts......................................................................................................................... 1 Sample Balance Sheet......................................................................................................................... 20 Session Eight: Liabilities and Equity............................................................................................................ 22 Smith’s Gourmet Foods...................................................................................................................... 22 Galvez Manufacturing Company........................................................................................................ 24 Session Nine: Profit and Loss Statement - AKA Income Statement ............................................................ 26 Morning Wrap-Up........................................................................................................................................ 27 Lunch............................................................................................................................................................ 27 Energizer: Goodies Auction ......................................................................................................................... 28 Session Ten: Tracking Business Expenses................................................................................................... 30 Session Eleven: Analyzing Financial Statements......................................................................................... 31 Break ............................................................................................................................................................ 34 Session Twelve: Almanac ............................................................................................................................ 35 Exercise............................................................................................................................................... 35 Debrief ................................................................................................................................................ 35 Session Thirteen: Using Accounting Software............................................................................................. 36 Things to Consider.............................................................................................................................. 36 Small Group Exercise ......................................................................................................................... 37 Debrief ................................................................................................................................................ 37 Session Fourteen: The Importance of Bookkeeping..................................................................................... 38 Individual Reading.............................................................................................................................. 38 Discussion........................................................................................................................................... 41 Session Fifteen: Pre-Assignment Review..................................................................................................... 42 Day One Wrap-Up........................................................................................................................................ 43 Agenda: Day Two ....................................................................................................................................... 44 Reconnect: Taking out the Trash.................................................................................................................. 45 Session Sixteen: Budget Basics.................................................................................................................... 46 Defining a Budget............................................................................................................................... 46 Preparing a Budget.............................................................................................................................. 48 Case Study .......................................................................................................................................... 50 Debrief ................................................................................................................................................ 51 Types of Budgets ................................................................................................................................ 52 Not For Training Break ............................................................................................................................................................ 54 Session Seventeen: Managing Profit Performance....................................................................................... 54 Session Eighteen: Comparing Investment Opportunities ............................................................................. 56 Session Nineteen: The Human Aspect ......................................................................................................... 57 Case Study .......................................................................................................................................... 57 Debriefing........................................................................................................................................... 58 Session Twenty: Credits vs. Debits.............................................................................................................. 60 Presentation......................................................................................................................................... 60 Group Discussion................................................................................................................................ 60 Morning Wrap-Up........................................................................................................................................ 61 Lunch............................................................................................................................................................ 61 Energizer: Grocery Shopping....................................................................................................................... 62 Session Twenty-One: ISO 9000 ................................................................................................................... 63 What is ISO 9000?.............................................................................................................................. 63 Small Group Exercise ......................................................................................................................... 64 Debrief ................................................................................................................................................ 65 Session Twenty-Two: Decision Making ...................................................................................................... 66 Task Explanation ................................................................................................................................ 66 Break................................................................................................................................................... 70 Decision 1: Office Relocation............................................................................................................. 70 Debrief: Decision 1............................................................................................................................. 72 Decision 2: Reproduction Backlog ..................................................................................................... 75 Debrief: Decision 2............................................................................................................................. 77 Decision 3: Improving Supervision .................................................................................................... 80 Debrief: Decision 3............................................................................................................................. 81 Decision 4: Job Enrichment................................................................................................................ 83 Debrief: Decision 4............................................................................................................................. 85 Decision 5: Staff Expansion................................................................................................................ 87 Debrief: Decision 5............................................................................................................................. 88 Exercise Wrap-Up............................................................................................................................... 91 Workshop Wrap-Up ..................................................................................................................................... 92 Not For Training Budgets and Managing Money | © 2007, www.velsoft.com 1 Instructor Guide Before the Workshop Read through the instructor guide. This is intended as a guide and not a bible. Be guided by your experience, the needs of the participants, and your own common sense, as well as the information in here. Most of the suggestions and all of the information have been developed through research and hands-on, classroom experience. We recommend arriving at least one hour before the start of the session, particularly on Day One of working with a client. We suggest you shake hands with each participant as they come into the classroom and introduce yourself to them; it breaks the ice and sets the type of friendly atmosphere that is conducive to learning. Many of the flip charts can be prepared ahead of time. The first page should be set up like this: • Name of Workshop • Facilitated by (Your Name) • Your Organization’s Name Include in a different color, around the perimeter of the room, the words Courtesy, Participation, and Confidentiality. You might also want to add the words Exercises, Role Play, Learning, and Fun. Materials Required • Flip chart paper and markers • Five pieces of flip chart paper, each with one of these words: drama, horror, action, comedy, sci-fi • Masking tape • $1,000 in play money for each participant • $10,000 in play money for the facilitator • One auction sheet for each participant (found in the Handouts folder) • One copy of Certificates of Ownership, cut out (found in the Handouts folder) • A gavel • Baskets • Scrap paper • Jar of candy or other small treats • Package of post-it notes Not For Training Budgets and Managing Money | © 2007, www.velsoft.com 2 Agenda: Day One 8:30-8:45 Session One: Introduction and Course Overview 8:45-9:00 Icebreaker: In This Corner 9:00-9:30 Session Two: Finance Jeopardy 9:30-9:45 Session Three: Your Role in Company Finances 9:45-10:00 Session Four: What is Finance? 10:00-10:15 Break 10:15-10:30 Session Five: Getting to Know the Players 10:30-10:45 Session Six: Record Keeping Terminology 10:45-11:15 Session Seven: The Balance Sheet 11:15-11:35 Session Eight: Liabilities and Equity 11:35-11:45 Session Nine: Profit and Loss Statement (Income Statement) 11:45-12:00 Morning Wrap-Up 12:00-1:00 Lunch 1:00-1:30 Energizer: Goodies Auction 1:30-1:45 Session Ten: Tracking Business Expenses 1:45-2:00 Session Eleven: Analyzing Financial Statements 2:00-2:15 Break 2:15-2:45 Session Twelve: Almanac 2:45-3:30 Session Thirteen: Using Accounting Software 3:30-4:00 Session Fourteen: The Importance of Bookkeeping 4:00-4:15 Session Fifteen: Pre-Assignment Review 4:15-4:30 Day One Wrap-Up Not For Training Budgets and Managing Money | © 2007, www.velsoft.com 3 Session One: Introduction and Course Overview (8:30-8:45) Introduce yourself. Establish credibility by giving examples of training experience, and your own experiences with money management, including some war stories if you have them. Ask that participants respect confidentiality: what we say in this room stays in this room. Remind them that it was Mark Twain who said, “If two people have the same opinion, you don’t need one of them,” so we are at liberty to disagree with one another, and with the instructor. However, respect other people’s opinions. We ask that you act courteously, to make sure we give other people their share of air time, and that we listen when other people are talking. Finally, we ask that you participate. You get out of a workshop just about what you put into it, and you will learn as much from sharing with others as you will from the concepts we bring you. Give the participants a chance to introduce themselves to you. You will probably want to know their name, their department, their position title, and how they are involved in money management. Address housekeeping items, like breaks (usually 10:15 and 2:15) and noon hour (12 to 1, go to lunch on their own). Give them info about washrooms, coffee, and cell phones. Remind the group that this is a safe house, the place where they can learn from their mistakes in a supportive atmosphere, rather than in the workplace where it can harm their credibility or their organization. Course Overview Ask students to turn to their workbooks and read the introduction with the overall objectives of the workshop (Session One). Then ask them to identify their own learning objectives. Present the agenda (as a handout, electronic presentation, or flip chart) and look at the topics you plan to cover. Go over these with the group and ask if there is anything there they didn’t expect to see, or something not there that they had been hoping for. Not For Training Budgets and Managing Money | © 2007, www.velsoft.com 4 For topics they don’t see: • Reassure group if a topic will be covered although it doesn’t appear in the agenda. • Opt to squeeze in something not covered if there is time, it’s appropriate, and if everybody is interested. • For those things they feel are not of interest to the group, you have the option of touching it briefly and moving on. This doesn’t happen often, but these questions are your hip pocket needs assessment to make sure participants get what they expect, if it is possible. • Generally, topics not within the realm of this program must be dealt with at another time. Suggest other programs, preferably those of Velsoft, or talk with the participant at end of day. Learning Objectives: For managers in today’s business world, it’s essential to have a working knowledge of finance. We all play a role in our organization’s financial health, whether we realize it or not. If you don’t have training or a background in finances, you may be at a disadvantage as you sit around the management table. Understanding the cycle of finance will help you figure out where you fit into your company’s financial structure, and how to keep your department out of the red. This two-day workshop will familiarize you with the key concepts of finance and accounting and help you prepare budgets with more confidence. At the conclusion of this workshop, you should be able to: • Understand basic financial terminology. • Enhance your decision-making skills by integrating financial management concepts into your thinking. • Review various software applications for managing finances. • Control the flow of money through your department. • Understand the budgeting process and forecasting uploads/Finance/ trainer-guide.pdf