Clearly showing financial information

Course Code: cm64195      Days: 1
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Central London
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London (SE1) 24/09/08 £ 649
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Course Overview

Showing clear information is vital to your organisation but if financial documents are not as clear as they could be, the data could be misconstrued or used wrongly. You've spent a lot on systems and staff to produce numbers; now spend one day learning how best to show and summarise them. Learn the tips and principles for structuring words and numbers so people can better absorb and remember them.

Audience

  • All levels from Directors to administrative assistants
  • Anyone involved in preparing, reading, reviewing or acting on business information
  • The course has been presented to numerous departments including IT, Finance, Sales, Marketing, Communications, Compliance, HR, Executive

Skills Gained

  • Improve all documents, including notes, bespoke reports, spreadsheets and PowerPoint presentations
  • Prepare information that will be easier to understand and refer back to. It will have greater impact, and better decisions will be reached.
  • Impress and influence more with your proposals
  • Save time when preparing documents; get it right first time

Course Outline

Introduction

Business graphs

  • Graphs you’ve been confused by but didn’t know why
  • Popular but pointless graphs

Numerical tables

  • Tips for clear numerical tables
  • How to make people love your tables, not loathe them

Bullet points

  • Learn WiT - the better alternative to bullet points

Document design

  • Four simple design principles for reports and slides
  • Mistakes people make with typography

Presentation slides

  • Ideas on how to avoid bullets in your presentations

Making comparisons

  • Explaining alternatives to management or clients
  • Why your list of pros and cons doesn't work

Next step/summary


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