We can assist you in developing a comprehensive business plan as a tool to secure your financing needs and also serve as your blueprint
as your business develops in its first three years. Having the business plan is only the first step. You may also wish to affiliate your
business with an organization that supports your industry or if you are an entrepreneur you may consider becoming a member of the Barbados
Small Business Association where you can find immediate benefits including networking with other members of the association, members discounts,
access to a secretariat with facilities that can enhance your operation, training at special member rates and equity financing up to a
maximum of $200,000.00 to mention a few.
If your business was incorporated within the last 12 months, you can make an application as a member of the Barbados Small Business Association,
for a refund of incorporation fees up to a maximum of $1,700.00
We have designed a unique training program aimed at equipping non financial managers with the basic knowledge and tools to compliment the strategic
and financial planning process within the organization and to develop a pro-active approach to budgeting, please see below for an overview.
Areas covered in the program
Agenda
Introduction
Personal Financial Planning
Basic Accounting
Budget Reviews – Current Year
Financial Environment
Review of Historical Trends
Review of insurance policies
Staffing issues, incentives and productivity bonus
Marketing
Capital Budgeting Vs Revenue Budgeting
Multi-Year Planning & Budgeting
Budget Analysis
Financial projections – Next two years
Summary & Evaluation
Outcomes
To provide a forum for management to ask specific questions and to identify any financial policy issues affecting the various departments of the organization.
To create an understanding of the benefits provided by the employer including additional pension planning if required.
To create an appreciation of the need for planning finances for the short, medium and long term.
To encourage management participation in financial planning and decision making at the department within the organization.
To provide information on the organizations financial planning initiatives (Multi-Year Budgeting Cycles).
To improve financial effectiveness at the department level within the organization.
To provide a forum for participants to share ideas.
To create a clear understanding of organizations budgeting process.
To create an understanding of basic accounting concepts.
Requirements
SWOT analysis for each department within the organization.
Notes
The training program is usually covered in 30 hours but can be tailored to any organization and participants
receive an attendance certificate for their contribution.