Course curriculum

  • 1

    Align Your Personal & Business Financial Goals

    • Video Presentation
    • Personal Financial Goals Worksheet
  • 2

    Analyzing Your Financial Report Card

    • Video Presentation
    • Financial Report Card - Template
    • Financial Report Card - Example
  • 3

    Employee Performance Management

    • Video Lesson
    • Tasks & Standards - Example
    • Performance Matrix - Example
    • Tasks & Standards - Blank Template
    • Performance Matrix - Blank Template
  • 4

    Review & Update Financial Projections

    • Video Presentation
    • Updating Projections Checklist
  • 5

    Strengthen Your Sales Contracts

    • Video Presentation
    • eBook
    • Checklist
  • 6

    Risk & Insurance Review

    • Presentation
    • Common Types of Insurance Policies
  • 7

    Sales Goals & Product Mix

    • Video Lesson
    • Bakery Example
    • Blank Worksheets
  • 8

    Setting & Increasing Prices

    • Workbook
    • Example Worksheet
  • 9

    Vendor Evaluation

    • Video Presentation
    • Vendor Evaluation Process & Form
  • 10

    Working Capital & Burn Rate

    • Video
    • Example
    • Template
  • 11

    Diversify Your Revenue Streams

    • Description
    • Video Presentation
    • Workbook