Case Study

Strengthening Business Capability: A Comprehensive Finance Curriculum

Industries: Consumer Products / Manufacturing Categories: Custom ID Organizational Needs Analysis Project Management Support for SMEs

Strengthening Business Capability: A Comprehensive Finance Curriculum

Client’s Business Need

Our global consumer products client planned to transform the finance associate role from “number cruncher” to a strong business partner who collaborates to meet business objectives and financial goals, manages financial planning, and drives business decisions and their financial outcomes. In addition, the client wanted to enhance cross-functional learning to increase workplace effectiveness and decrease the learning curve for finance associates moving between jobs. To support these changes, our client asked us to develop a finance curriculum.

Our Learning Solution

EnVision developed three courses per year on wide-ranging financial subjects including financial planning, asset management, earnings variation analysis, and trade investments. We worked closely with the client’s subject matter experts from around the world to develop instructional material and prepared those experts to deliver courses.

Our solution included the following services and deliverables:

  • Needs assessment, resulting in a design document that served as a basis for course development. Our design included a blend of self-paced, independent pre-class preparation, and highly interactive workshops.
  • Development of detailed instructor guides, self-paced “lightly interactive” PowerPoint presentations for pre-work, participant guides, slide shows, and activities for action-based learning for six courses.
  • Course evaluation forms to aid the program manager in monitoring learner reactions to the courses.
  • Train-the-trainer sessions for all course instructors during which we provided coaching for effective course delivery.
  • Pilot course management, including a pilot debrief session and course enhancements.

Improved Employee Performance

The client was pleased to have, for the first time, a curriculum to support the finance function globally. All six courses were implemented within the client’s timeframe and:

  • Over 500 finance associates were trained globally within the first two years.
  • The curriculum helped position the company for effective integration with its new owner.
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