Making Strategy Work in the Real World

by Yusuf Justin Holcroft

This course will teach you what it means to have a strategy, and how as a finance professional you can play an active part in forming and implementing a strategy within your organisation and monitoring its success over time. You will learn how to analyse trends; set targets and what tactics you can use to ensure your strategies are successful.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

This course will enable you to

  • Learn what strategy really is and what role finance professionals can take in the strategy-building process of your organisation
  • Understand how to use metrics to identify opportunities
  • Discover how you can define your organisation’s potential and use historical trends to track opportunities
  • Develop your strategy through setting targets, and learn how to use forecasting when target setting
  • Explore how to implement your strategy and how to ensure that it is being upheld
  • Consider different tactics that you can use to bring strategies to life and ensure that you are getting the most out of them
  • Once implemented, understand how you can monitor these strategies and assess how they are performing

About the course

In businesses of all sizes, strategy plays a major role in their success. Therefore, having a recognisable strategy and being able to follow planned strategies is vital to the success of a business. People of all levels within an organisation can play a role in strategizing if they understand the importance of strategy.

This course will teach you what it means for a business to have a strategy, and how as a finance professional you can play an active part in forming, implementing and monitoring the success of that strategy over time. You will learn how to analyse trends; set targets and what tactics you can use to ensure your strategies are successful.

Look inside

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Contents

  • Strategy and the role of the accountant
    • Defining vision, mission, and strategy
    • Goals and targets
    • Strategy and the planning process
    • Translating thought into strategy
    • Building an effective business plan
    • When metrics go wrong
    • Different types of strategy
  • Opportunities and strategy development
    • Identifying opportunities
    • Analysing data to identify opportunities
    • Taking the middle path
    • What metrics are needed to spot opportunities
    • Taking control of the planning process
    • Defining the potential of the organisation
    • Tracking historical trends to predict future
  • Developing strategy and setting targets
    • Targetting approaches
    • How planning responsibility impacts an organisation
    • SMART targets explained
    • Reality-checking targets
    • Using forecasting to help with target-setting
    • The importance of sales forecasting
    • How to forecast sales
    • In the real world...
    • Using forecasts as a strategic planning tool
    • Using data and forecasting to improve performance
  • Implementing a strategy
    • Choosing the best route
    • Organisational macro-strategies
    • From macro to micro
    • Communicating a strategy clearly
    • Making strategies understandable
    • Setting up a strategy monitoring team
    • Communicating with customers
  • Strategy in motion
    • Developing tactics
    • Filters, tactics, and build a strategy
    • Work breakdown structure principles
    • Using WBS for strategic success
    • Checking strategic alignment of tactics
    • Launching the strategy
  • Measuring strategic success
    • Setting up strategically-aligned metrics
    • Reporting frequency
    • Keeping a plan alive
    • Evaluating and re-evaluating strategies
    • The power of good strategic planning

Author

Yusuf Justin Holcroft

Yusuf Justin Holcroft is a Director of CTS Consulting and Training Specialists (Pty) Ltd, a South African company specialised in business rescue, turnaround and expansion.

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Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours1,000+ unitshourshours1,000+ unitshourshours
Access period120 days120 days12 months12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team’s needs
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Recommended

Why not upgrade?

Find the best way to complete your CPD

Licence

All you need for this year and more.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Why not upgrade?

Find the best way to complete your CPD

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Licence

Recommended

All you need for this year and more.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours1,000+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

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