Seminars

Business Case Seminar/Workshop and Master Class Programme

The 2-day Business Case Essentials Seminar/Workshop and Advanced Analytics Master Class are particularly appropriate in these rapidly changing times and we invite you to register key people in your organisation who are involved in preparing or receiving business cases that lead to change.

What does the course cover?

Business Case Essentials Seminar /Workshop and Advanced Analytics Master Class are specifically designed to help you develop a robust cost-effective business case management model. They provide participants with tools for building financial models, risk and sensitivity analysis and quantifying soft benefits.

What topics will be covered?

• Designing the case
• Methods and Assumptions
• Building the Case
• The Financial model
• Packaging and Presenting the Case
• Recommendations and Conclusions
• Essential Financial Concepts
• Taking the soft out of "Soft" Benefits
• Designing the Financial model that makes the Case
• Building the Financial Model
• Anticipating Risk and Sensitivity Analysis
• Monte Carlo Simulation
• Practical Recommendations for Management

What will participants learn?

The course provides the knowledge and skills required to prepare business cases that lead to decisions for the implementation of change initiatives. Skills to identify risk and prepare contingency plans are a feature of the course. Participants will be provided with a business case methodology and a toolkit that will provide you with a practical method of planning and implementing change.

Who is this course designed for?

The 2-day Programme is designed for busy people - General Managers, Financial Analysts, Project Managers, Marketing Analysts, Information Technology Professionals, Business Analysts, Change Managers, Project Champions, Sales Managers, and Business Development Managers.

How will participation on this course provide value-for-money to sponsoring the organisation?

Participants will return to work equipped with the knowledge and skills to prepare robust business cases that will secure the approval of decision makers and provide a road map for project implementation and benefits realisation. This is a key enabler during the current economic climate where organisations who having changed strategic direction by reinventing their customer value proposition or made significant improvements to their processes now need approval to implement the new strategy.

Seminar Participants can download the Solution Matrix toolkit on registration.

Seminar fees include:

• Classroom training
• All training materials and Toolkit
• Lunch and refreshments

What is included in the Solution Matrix toolkit ?

1. Business Case Guide (PDF)
   The latest edition of the Business Case Guide (2nd) by Dr Marty Schmidt provides clear, practical answers to most business case questions. Written with the depth and detail that finance and planning professionals require, the Guide is also rich in practical help and examples for those with little or no background in these areas.
2. Financial Metrics Pro (MS Excel)
   Financial Metrics Pro™ is a comprehensive set of easy to understand, easy to use spreadsheet templates and working examples. For those working with ROI, NPV or other financial analyses for the first time, Financial Metrics Pro is a clear, easy to follow introduction that can save you hours of tedious spreadsheet programming and while reducing the risk of errors
3. Financial Modeling Pro (MS Excel)
   Financial Modeling ™ is practical tutorial on building the dynamic model or your business case. A handbook reference, illustrating simple and advanced cost/benefit estimation methods and best-in-class modeling techniques. Working examples and templates to modify and copy into your own modeling system. Begin building your own business case modeling system as soon as you start using Financial Modeling Pro.

Participants will also have the opportunity to:

Apply these concepts to current change initiatives in your organisation.

Seminar Leader

The Seminars are led by Dr. Marty J. Schmidt, PhD, MBA - President of Solution Matrix Ltd. Dr Schmidt is a recognised authority on the application of cost/benefit analysis and business case development. He has twenty years business experience, managing software development, international marketing and sales support, and management consulting on business issues.

Co-Facilitator

Jeff Jackson, CA, CMA, FNIZM, AMP86 - Managing Director of Solution Matrix Pacific Ltd.  Jeff has many years’ business and industry experience as Chief Executive and Director of a number of New Zealand companies involved in agribusiness, textiles, energy, and biotechnology and talent management.

Register Now

Jeff Jackson,
Solution Matrix Pacific,
Auckland, NZ
jeff@solutionmatrixpacific.com
Ph +64 9 366 2253

Marty Schmidt,
Solution Matrix Ltd,
Boston, USA
mschmidt@solutionmatrix.com
Ph +1 617 267 9607

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