Assessing Management – Tim Vipond – CFI Education

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Exploring the Essential Features of “Assessing Management – Tim Vipond – CFI Education”

Is a business doing things right and doing the right things? Assessing management will give you the answer!

• Hone in on crucial management characteristics that give a business the best chance of success
• Use multi-criteria analyses to assess the attitudes and strategies which can turn business plans into results
• Learn the performance evaluations that measures management’s efficiency and effectiveness

Overview

Assessing Management Course Overview

Learning how to assess the management team of a company is essential for understanding the growth strategy of the business and potential problems which may arise. If you are considering a career as a credit analyst, this course is crucial for learning a structured approach to assessing management, performing a multi-criteria analysis, finding relevant quantitative and qualitative data, and more.

This course begins by teaching a structured approach to evaluating management, focusing on management’s attitudes, strategy, business plan, and track record. Afterward, it proceeds to demonstrate how to use a multi-criteria analysis and how to find important quantitative and qualitative data.

The course then showcases the attitude framework and how to use a scorecard. It also shares examples of other strategic frameworks, such as Hax’s Delta Model and the Ansoff Matrix. A student enrolled in this course will learn how to evaluate stakeholder management, understand what information must be gathered for performance evaluation, and analyze the possibilities and concerns that may arise from management characteristics.

Assessing Management Learning Objectives

Upon completing this course, you will be able to:

• Identify key management characteristics, such as their business and financial acumen
• Assess management’s growth strategy and contingency policies
• Evaluate stakeholder management
• Analyze the possibilities and problems that arise from management characteristics
• Identify how to assess management’s abilities and what information must be gathered for performance evaluation

Who should take this course?

This Assessing Management course is perfect for any aspiring credit analyst working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.

What you’ll learn

A Structured Approach to Assessing Management
Introduction
Downloadable Files
Learning Objectives 
Why Should We Assess Management 
Balanced Scorecard 
Assessing Management Framework
Management Multi-criteria Scorecard
Interactive Exercise 1
Where to Find Information
Questioning Skills
Interactive Exercise 2

Management Attitudes
Management Attitudes Objectives
Management Attitudes
Attitudes Toward Planning
Attitudes Toward Risk
Interactive Exercise 3
Attitudes Toward Growth
Attitudes Toward Ownership
Management Attitudes Summary
Interactive Exercise 4

Assessing Strategy & Business Plans
Assessing Strategy and Business Plans Objectives
PESTEL Analysis
Hax’s Delta Model
Ansoff Matrix
More Strategic Frameworks
Interactive Exercise 5
Assessing Objectives
Assessing Strategies
Assessing Measures
Assessing Targets
Assessing Management’s Strategy Example
Interactive Exercise 6

Business Track Record
Business Track Record Objectives
Budget vs. Actual
Previous Statements
Financial Trends
Interactive Exercise 7

Summary
Reviewing Concepts
Completed Multi-Criteria Scorecard
Download Completed File
Summary

Qualified Assessment
Qualified Assessment

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