the finance business partner - development packages - 2016

Your Journey From Calculator to Coach & Game-Changer

BUSINESS PARTNER DEVELOPMENT JOURNEYS

✓ a clear diagnosis of your team’s capability today,

measured against our capability framework

✓ a clear vision of capability improvement post the

programme, giving a clear ROI measure

✓ tailored workshops based on the gap between where

your team are today and where you want to get them to

✓ full e-learning support to embed the learning post

programme

✓ post event webinar to review progress & keep on track

Your finance business partner journey gives you:

✓ your team will know what great partnering looks like,

and what is expected of them

✓ they’ll feel confident building relationships with key

decision-makers

✓ they’ll be able to translate data into the valuable insight

that influences decisions

✓ they’ll be able to use a simple model to generate

influence and gain buy in for ideas

✓ they’ll bring numbers to life, provoking action

How your team & organisation will benefit:

©The Finance Business Partner 2016

www.thefinancebusinesspartner.com

Much more than a training course - why choose me?

Hi, I’m Andy Shambrook. I was once a finance business partner, struggling

to influence decisions.

People said I was too ‘black and white’, and needed to ‘be more

commercial’. They would ask me to ‘bring the numbers to life’ and to ‘tell

the story behind the numbers’.

On my journey to becoming UK Finance Director for Dulux Paints, I

learned what they meant.

I then became a Sales Director, and gained a whole new perspective on

what great finance business partnering could be.

Today, I help finance professionals bring numbers to life, have greater

impact, and influence more decisions.

You can choose from a range of development packages. The Jump Start is perfect for a quick introduction to get the ball rolling. The Bootcamp is

a 2 day intensive workshop that gets your team up to speed fast. The

Masterclass is a 3 month programme with blended learning and the time

to embed lasting change. And the Team Transform is a 6 month

development journey that takes your team to a truly World class level.

Far more than just a training course, I take your team to the next level with a development journey that will change the way they think and act forever“



My model of finance business partnering

You’ll move from Calculator & Dashboard to Coach & Game-Changer.

The benefits are greater impact & influence, improving business performance.

Impact &

Influence

Time & Experience



All our tailored workshops start with our capability framework

the CALCULATOR Data

the DASHBOARD Information

the COACH Insight

the GAME-CHANGER Foresight

Data Analysis Knows where to get it, how it is generated, and where the weaknesses/gaps are. Easily & quickly interrogates, eliminating bias.

Clarifies data needs with stakeholders and carefully plans all data analysis tasks, by chunking from high level to selective deep-dive.

Able to see the wood for the trees, and operate with incomplete, conflicting, or ambiguous data.

Creates the organisation design (people, process, structure) and technological platforms to enable effective data collection & analysis.

From Data To Decisions

Processes, summarises & visualises the data to spotlight key trends. Cross-references sources to ‘sense’ check the data. Presents KPIs in an easy to understand format.

Translates the data (numbers) into information (words) that describes the deep root causes of why the data is what is it. Translates multiple options into financial outcomes.

Translates information into forward-looking insight that drives decisions. Answers the question ‘so what?’ Identifies and develops the few drive KPIs that make the most difference.

Blends data, info and insight seamlessly with the right amount of emotion to provide all the right ingredients for quick and effective decision-making. Balances risk and reward.

Commercially savvy, problem solver

Understands the core commercial & market drivers to identify the gaps and problems that need attention.

Is able to get to the root cause of the big issues, through a deep understanding of how the business & market operates.

Works in partnership to offer commercially viable solutions that close gaps today and generate growth tomorrow.

Is an agent of change, encouraging the constant evolution of the commercial business strategy to stay ahead of the competition.

Builds strong relationships

Understand their key stakeholders and the power base, and has a clear plan to build a relationship with them.

Asks powerful questions and listens deeply for meaning to understand the logical and emotional needs/drivers of the other person.

Has strong relationships based on mutual trust with all key stakeholders. Has mastered the art of breakthrough conversations and positive tension.

Leverages relationships to bring together cross-functional teams to tackle the very largest challenges and opportunities.

Influences the agenda

Communicates with clarity across all media. Reflects a range of different perspectives and angles. Presents a range of scenarios to instigate conversations.

Is able to make the complex simple. Has a clear structure to all presentations, emails and conversations that is proven to generate influence.

Brings the numbers to life by telling the story behind them, adding context and meaning to influence decisions. Is able to flex own style to engage & influence a range of different people.

Step changes the strategic discussion with fresh perspective, creating breakthrough thinking in others. Attracts, develops, and retains talent that influences key decisions.

Our view of World class finance business partner skills, capabilities, competencies and behaviours. Based on working across all sectors from charities to banking, fin-tech to manufacturing, e-commerce to public sector. Tailored for all levels from analyst to FD/CFO, creating a career development roadmap and journey.



Delegates complete the simple online questionnaire and receive a personalised report showing where they can improve. The results are used as a key input to tailor the content of the face-to-face workshops. Delegates complete again after 6 months to give a qualitative and quantitative measure of improvement and ROI on the training investment.

Our simple online questionnaire is the start point

©The Finance B

usiness Partner 2016

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w.thefinancebusinesspartner.com

Tailored development packagesThe Jump Start is perfect for a quick introduction to get the ball rolling. The Bootcamp is a 2 day intensive workshop that gets your team up to speed fast. The Masterclass is a 3 month programme with blended learning and the time to embed

lasting change. And the Team Transform is a 6 month development journey that takes your team to a truly World class level.

*

* Public OptionOur off the shelf 2 day bootcamp runs 4 times a year in London. The

cost is £1,100 per person. If you have more than 4 people our in-house option becomes much better value for money.



Sample content

Content is tailored around your needs, below are some examples of popular modules



Day 1 - Foundation

Session 1: Where you are today You’ll consider your strengths and areas of

opportunity as a wider team

Session 2: What great looks like You’ll explore the 20 behaviours of World class

finance business partners, the types of finance

business partner, and the mindset of the most

successful finance business

Session 3: Your vision for the future You’ll develop your team business partner vision

for the future. Where do you want to be, how do

you want to behave, how do you want to be seen

by others in the business?

Session 4: Gaps and action plans You’ll discuss what is getting in the way of you

achieving your vision, and develop action plans.

Session 5: Data > Info > Insight The engine of business partnering, you’ll learn how

to apply a simple 3 step model to translate data

into insight, and uncover the root cause of

performance drivers.

Session 6: Building Relationships Until your relationship is strong enough you’ll

only be able to influence via the hierarchy.

Relationships are your passport to personal

power and deep influence. You’ll learn how to

build fast-track rapport with anyone.

Session 7: Powerful Language You’ll learn how to use powerful language

techniques and questioning to uncover root

cause, build relationships, and lead great

change.

Session 8: Present to Influence You’ll learn the universal 5 step sales process

used by almost every organisation in the World,

and how to apply it to influence your

stakeholders to buy-in to your ideas. You’ll also

learn the simple formula behind most adverts

you see on TV or hear on the radio, and how you

can use the same technique to gain influence.

Plus you’ll learn the 5 golden rules to bring

numbers to life for maximum impact.

Face to face workshops are tailored based on the capability questionnaires…below are sample outlines

Session 9: Bringing Numbers to Life You’ll learn the 3 step process behind bringing

numbers to life - uncovering the story,

structuring it, and telling it with confidence.

Session 10: Visualisation You’ll learn what graph and chart to use when,

and how to use powerful infographics to bring

your numbers to life.

Session 11: Storytelling You’ll learn 3 different structures for business

storytelling and how to apply them to your

situation. You’ll have the change to write your

own business stories to elevate your message to

the next level

Session 12: Golden Rules of Presenting You’ll learn the 5 Golden rules of great finance

presentations: 1) context is everything 2) bullets

are for guns 3) tables are dull 4) a picture paints

a thousand word 5) one slide = one message

Day 2 - Relationships &Influence

Day 3- Bring Numbers To Life



✓ online e-learning modules covering core concepts

✓ high quality video tutorials, with interactive content

✓ SCORM compliant meaning easy to load into your

learning management system (alternatively we host for

you)

✓ works beautifully on laptop, tablet and mobile

✓ designed to remind delegates of core concepts post

workshops to extend & embed the learning

E-LEARNING SUPPORT

✓ 8 weeks post event, a 2 hour Q&A webinar to discuss

progress

✓ enables delegates to share progress & learnings, and

discuss challenges implementing the learning

✓ enables delegates to ask questions and clarify concepts

✓ stretch tasks set during the webinar to take learning to

the next level

POST EVENT WEBINAR

**Optional Coaching** We also offer 1:1 coaching post event, with both face-

to-face and cost-effective Skype options

All our programmes include full e-learning support & post event webinar to embed learning, improving your ROI



Some of the teams I have worked with recently



The return on your investment

Our Bootcamp, Masterclass and Team Transform packages are complete development journeys for your people, and include:

- capability assessment to diagnose priority areas for

development

- bespoke workshop design to meet capability needs from the

assessment

- tailoring examples to your business to give the workshop

relevance

- up to 6 days face-to-face workshop delivery

- access to e-learning modules to embed the learning

- webinar post event to review progress and keep on track

- extensive course material

In each case the fee represent less than £400 per person per day.

This means you are getting a fully tailored development

programme for the cost of off-the-shelf standard training.

As an ex-Finance Director I take return on investment very seriously.

Here is how we will measure the ROI for your development

programme:

✓ pre-programme capability assessment gives a quantitative measure of

team & individual capability today

✓ post-programme capability assessment gives a quantitative measure of

improvement

How To Measure Training ROI

To find our more about how we could measure the ROI on your programme, click on the link below:



http://www.thefinancebusinesspartner.com/how-to-measure-roi-on-training-and-development/

Useful links & contact infoI have lots more information and free resources on my website www.thefinancebusinesspartner.com

Finance Business Partner Definition

Click on any of the topics below to find out more

From Data To Insight

Top Business Partner Skills

How To Bring Numbers To Life

How To Measure Training ROI

Commercial Acumen

Email: [email protected] Office: + 44 (0) 1829 261 741

Mobile: + 44 (0) 7572 053 062



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http://www.thefinancebusinesspartner.com/finance-business-partner-definition/

http://www.thefinancebusinesspartner.com/insight/

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http://www.thefinancebusinesspartner.com/bring-numbers-to-life-how-to-guide/

http://www.thefinancebusinesspartner.com/how-to-measure-roi-on-training-and-development/

http://www.thefinancebusinesspartner.com/commercial-awareness-acumen/

the finance business partner - development packages - 2016

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