Managing financial resources

A checklist – note page recommendations are flexible. Ratios – do all 5 categories, min 2 each. Use MKT performance from entity’s financial statements. Analyse your results. Recommend improvements.

 

  1. Exec Summary (1/2 pg)
  2. What is this report
  3. Brief history
  4. Place in industry
  5. Report – what did you use, what docs/data/ratios
  6. Findings
  1. Table of Contents as per webinar format
  2. Introduction – place in industry activities (no more than one page in total)

a.. Market overview

  1. External drivers – sales/ clients
  2. Internal drivers – own use/ associates