Finance for Non-Finance Course Design - 13/12/2025 08:00 EST
Budget: $30 – $250 USD
I need a complete, ready-to-deliver training package for a one-week, in-person workshop titled “Finance for Non-Finance Managers.” Word document and PowerPoint presentation. The participants will be department heads, managers, and technical specialists who have no formal finance background, and the goal is to help them read financial information with confidence and make better business decisions—without trying to turn them into accountants.
Scope of content
• Basic financial statements: P&L, balance sheet, cash-flow
• Budgeting and forecasting techniques
• Financial performance metrics and key ratios
• Evaluating business cases (ROI, NPV, IRR)
• Linking operational decisions to financial impact
Course structure
Five consecutive full-day sessions that blend concise theory with practical, industry-relevant exercises, group discussions, and case studies. I want to keep the delivery highly interactive to match the in-person format.
Required deliverables
1. Facilitator guide with timing cues, discussion prompts, and answer keys
2. Master slide deck (PowerPoint)
3. Participant workbook and quick-reference cheat sheets
4. Excel templates for budgeting, forecasting, and investment appraisal exercises
5. Daily knowledge checks plus a final assessment
6. Brief implementation plan outlining room setup, materials list, and recommended ice-breakers
Acceptance criteria
• Content flows logically across the five days and can be delivered by a senior leader without additional prep
• Examples and exercises use plain language and real-world scenarios relevant to non-finance managers
• All formulas (e.g., ROI, NPV, IRR) are tested and explained step-by-step in the Excel files
• Visuals are clean, branded generically, and free of copyright issues
• Materials arrive in editable formats (PPT, DOCX/PDF, XLSX)
Please share a short outline of your proposed approach, a timeline to first draft, and links or excerpts of similar finance training you have created. I’m looking forward to a polished, engaging course that equips our managers to speak the language of finance comfortably.
Scope of content
• Basic financial statements: P&L, balance sheet, cash-flow
• Budgeting and forecasting techniques
• Financial performance metrics and key ratios
• Evaluating business cases (ROI, NPV, IRR)
• Linking operational decisions to financial impact
Course structure
Five consecutive full-day sessions that blend concise theory with practical, industry-relevant exercises, group discussions, and case studies. I want to keep the delivery highly interactive to match the in-person format.
Required deliverables
1. Facilitator guide with timing cues, discussion prompts, and answer keys
2. Master slide deck (PowerPoint)
3. Participant workbook and quick-reference cheat sheets
4. Excel templates for budgeting, forecasting, and investment appraisal exercises
5. Daily knowledge checks plus a final assessment
6. Brief implementation plan outlining room setup, materials list, and recommended ice-breakers
Acceptance criteria
• Content flows logically across the five days and can be delivered by a senior leader without additional prep
• Examples and exercises use plain language and real-world scenarios relevant to non-finance managers
• All formulas (e.g., ROI, NPV, IRR) are tested and explained step-by-step in the Excel files
• Visuals are clean, branded generically, and free of copyright issues
• Materials arrive in editable formats (PPT, DOCX/PDF, XLSX)
Please share a short outline of your proposed approach, a timeline to first draft, and links or excerpts of similar finance training you have created. I’m looking forward to a polished, engaging course that equips our managers to speak the language of finance comfortably.