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  • Why FP&A can lead a SWOT analysis
  • Theory and a different approach
  • How to … use your Org Chart
  • Some general advice about communication and soft skills required
  • Identify main activities / departments
  • General organization activities / departments approach
  • From main activities list strengths, weaknesses, opportunities, threats
  • How to tackle your SWOT elements – out of the box thinking
  • Some BiC – Best-in-Class solutions

Intended primarily for the FP&A professionals (Performance Management in Finance and Accounting Department), this course has the advantage of being suited to many other professionals with different backgrounds. If you have the motivation (intent) or the need (you were asked to by your superiors), leading a SWOT analysis for your company can be very beneficial.

If the benefits for the company are quite obvious, let's focus on the benefits it will bring you. One of the first benefits derived is the additional knowledge you will gain about your company and the environment in which it operates (customers, competitors, suppliers and other stakeholders). You will also gain exposure to the management (even to top management) and you get to influence important decisions in the company. If well done it will build upon your reputation as Business Partner. And last but not least, it should improve your collaboration with the other managers in your company and help you build your network. Should you have management aspirations, what better starting point than such an analysis.

Content wise, the course builds upon my experience. I tried to stay as further as possible from theoretical concepts because of several reasons. They are anyway available in a lot of specific literature or even online. Re-writing the same ideas will not be of too much added value for you. However, my practical experience will be worthy. And, besides having already so much literature on the topic available, you will, even when you try to take clear steps in doing this analysis, notice there are some particular difficulties. Being the simple "how do I start?" or the more complex "have I captured everything in my analysis?", the "how do I convince colleagues to help me?" question and even the holy-grail of the analysis "how can I tackle this points and make amendments / improvements?", I hope this course will provide you with the much required answers and inspiration needed for such a complex endeavor.

  • Knowledge about the structure of your Organisation. Basic management and business concepts knowledge.
  • FP&A professionals or any professional about to undertake a SWOT analysis in his Organisation as own initiative or by management request.
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  • Section 1 : Management analysis | SWOT 12 Lectures 02:22:48

    • Lecture 1 :
    • Part I - Introduction and summary Preview
    • Lecture 2 :
    • Part II - FP&A and SWOT, some theoretical concepts
    • Lecture 3 :
    • Part III - Personal theoretical considerations
    • Lecture 4 :
    • Part IV - Methodology
    • Lecture 5 :
    • Part V - Departments and activities
    • Lecture 6 :
    • Part VI - Potential SWOT - General organization
    • Lecture 7 :
    • Part VII - Potential SWOT - Marketing, Sales, HR
    • Lecture 8 :
    • Part VIII - Potential SWOT - Supply chain
    • Lecture 9 :
    • Part IX - Potential SWOT - Finance
    • Lecture 10 :
    • Part X - What to do next - Best-in-Class solutions I
    • Lecture 11 :
    • Part XI - What to do next - Best-in-Class solutions II
    • Lecture 12 :
    • Part XII - Wrap-up
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Holding a MA in Management, a BSc in Accounting and being Fellow of Association of Chartered Certified Accountants (ACCA) UK since 2016, I am also a senior FP&A professional with more than 15 years of experience in sectors such as IT, Financial Services, Banking, FMCG, Gastronomy and Hospitality in companies like Unilever (Bucharest), Erste Group (Vienna), GE Money (Bucharest), Motto Group (Vienna).
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