In this course we discuss why a company would want to engage in strategic or long range planning, and how all planning and budgeting activity is critical to guiding the really important decisions that help companies define their future. We look at examples and case studies of successful long term planning, and then move into how to structure a planning team and develop a viable, relevant plan from scratch. Finally we look at ways to manage the activities that determine whether the plan’s goals actually get met.
- Teacher: umer data
SKU *: crs-1650761
Sell price $: 24.00
Course Preview:
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Course Short Description:
In this course we discuss why a company would want to engage in strategic or long range planning.
credit Hours: 0
CPE Credits Awarded *: 1
Approval Status: - None -
Course is for: ** Main Course Library **
Course Duration: 1
Complexity of Content: Foundational
Suppress in lists: No
Last Updated/Reviewed Date: March 4, 2024
Prerequisitses:
- There are no course prerequisites. However the material will be most meaningful if you have held a position on the management team of a growing company, or if you’ve been involved in operational planning or budgeting in your company at any level. This is particularly true for small to mid-sized companies whose planning culture has not been fully developed, i.e., the company has no strategic plan or has one but doesn’t manage to use it effectively.
- If you currently serve in a management position in a privately owned company, get a copy of all your company’s planning documents – its budget or financial plan, operating plan, strategic plan, by whatever name they are called – and read through them. In the process decide for yourself if you believe the company’s activities are guided by well thought out long-range goals and objectives. Either way you decide, you are then ready for this course.
Learning Objective:
- Recognize why strategic planning goals are typically not met – by most companies, even those who may have planning systems in place.
- Identify and engage the right mix of collaborators to ensure the plan has relevant input and broad acceptance by those who will implement it.
- Recognize the 7 things you must do before you start strategic plan development for the planning process to be effective.
- Identify the key characteristics of the goals outlined in the strategic plan.
- Discover the 5 management monitoring actions you must take to ensure your plan stays on track.
Course Type: CPE Course
Format: On Demand
Audit & Accounting: No
Careers: No
Ethics (NASBA): No
Excel: No
Finance: Yes
Human Resources (HR): No
Internal Audit: No
Leadership & Management: No
Marketing: No
Operations: No
Productivity & Tech: No
Risk Management: No
Sales: No
Tax: No
Field of Study: Finance
Other: No
CPA: Yes
CPD-IES7: No
CPD-IES8: Yes
CMA: Yes
CFE: Yes
Yellow Book: No
CGFM: Yes
CIA: Yes
CRMA: Yes
CPP: No
FPC: No
CTP: No
FP&A: No
CISM: No
CRISC: No
CISA: No
CIST: No
CRFS: No
SHRM-CP: No
SHRM-SCP: No
PHR: No
SPHR: No
GPHR: No
aPHR: No
PHRca: No
PHRi: No
SPHRi: No
Enable/Disable: Yes
CPE Credits: 1
Field of Study: Finance
CPE Delivery Method: QAS Self-Study
Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Hours: 1
Field of Study: Finance
CPE Delivery Method: QAS Self-Study
Program Location:
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CPE Credits: 1
Field of Study: Finance
CPE Delivery Method: QAS Self-Study
Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: Yes
CPE Credits: 1
Field of Study: Finance
CPE Delivery Method: QAS Self-Study
Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: Yes
CPE Credits: 1
Field of Study: Financial Planning Or Analysis
CPE Delivery Method: QAS Self-Study
Program Location:
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*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Field of Study: Specific business topics such as finance and others
CPE Delivery Method: QAS Self-Study
CPE Credits: 1
Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
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CPE Credits: 1
Field of Study: Other activities contributing to professional competence
CPE Delivery Method: QAS Self-Study
Program Location:
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*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
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*Prerequisites:
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No advanced preparation or prerequisites are required for this course.
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<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 000000</span> has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at <a href="https://www.hrci.org">www.hrci.org</a>. </span></td>
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<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 000000</span> has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at <a href="https://www.hrci.org">www.hrci.org</a>. </span></td>
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<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 000000</span> has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at <a href="https://www.hrci.org">www.hrci.org</a>. </span></td>
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