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4 Square Management Solutions Transforming business information, into business intelligence.

On-site / Off-site Specialised Training ServicesOn-site / Off-site Specialised Training Services

Welcome to the 4 Square Management Solutions On-site / Off-site Training Services Guide.

Full details: (for highlights only refer back to our Web Home Page)

To make the menus within the Guide interactive,please run this PowerPoint file as a ‘Slide-show’ and “click once

on each button” to navigate to specific topics / information.

Welcome to the 4 Square Management Solutions On-site / Off-site Training Services Guide.

Full details: (for highlights only refer back to our Web Home Page)

To make the menus within the Guide interactive,please run this PowerPoint file as a ‘Slide-show’ and “click once

on each button” to navigate to specific topics / information.

Current Master-classes and Seminars

Master-classes and Seminars under development

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Our Off-site prices include all refreshments where appropriate. We provide a CD Rom with selected development templates, workbooks

and reference information to support the Training received.



Activity Based Costing & Activity Based Management

Balanced Business Scorecards

Project and Programme Management

Case Studies

No prior knowledgeBasic knowledgeExperienced

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Sessions are coded : Suitability of Sessions will be shown as below: General terms are:General Information

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* Costs quoted are plus VAT* Off-site costs quoted and apply to our south coast training venue only* On-site / bespoke costs are subject to further negotiation* Subject to availability* On-site sessions based on suggested formats shown* Discounts offered – please enquire for details / conditions* We reserve the right to change and revise content as part of our continuous improvement process



Selected Off-site training sessions are arranged at specific dates throughout the year - details appear on our Web site Home Page.

For any of your related On-site or bespoke training needs, please contact us and we will be pleased to satisfy your requirements.

Training is also provided subject to demand. If you would like to express an interest in attending a specific session at a preferred date and location, please let us know. We will advise you of any additional sessions that are arranged.

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“Quality specialised training which will enable you to achieve that competitive edge at a price which you can afford!”Introductory Seminars start from as little as £30 per person with full-day Master-classes starting at £210 per person!!

Current Master-classes and Seminars

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Presentational

Interactive

Refreshmentsprovided




Activity Based Costing & Activity Based Management“ We’ve heard of it but please tell us - what exactly does it mean? ”Activity Based Costing & Activity Based Management“ Let’s get ‘hands on’ so we can implement it! ”

Activity Based Costing Modelling “ How do you design, build and implement cost models which add value in improving your understanding of business dynamics ”

Wake up to Activity Based Cost Management!“ A Breakfast Seminar ”

What are the Building Blocks of an Activity Based Cost Management System? “ A high speed overview of ABCM for the slightly curious! ”





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Customer Profitability and Customer Value: Generating and interpreting the information required to ensue the most profitable customers are recognised and retained.

•What is meant by Customer Relationship Management •Learn how to develop information to improve customer retention•See how business and cost modelling can help to supply relevant information

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Implementing a Value Based Management Framework: What makes it worth introducing.

•Review of the Value Based Management Framework •Value Based Management terminology and concepts•What are the related building blocks needed to sustain itActivity Based Cost Management: How to ‘hit the ground running’ via a rapid prototyping session.

•Review of the Activity Based Cost Management Framework •Interactive / Hands-on session•Using business specific data supplied by attendees

Master-classes and Seminars under development



Workshop Facilitation: How to manage workshops (and meetings) to maximum effect.

•Defining the role of Facilitators•Understanding ‘Attitudes’, ‘Feelings’ and Group dynamics•Interactive sessions with Video feed-back


Creating Effective Presentations: Using Microsoft’s PowerPoint software to ‘sell your concepts’.

•PowerPoint functionality•Design and delivery of presentations•Interactive sessions with video feed-back




The Balanced Business Scorecard “ Why you shouldn’t be un-balanced by the Balanced Business Scorecard! ”

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Programme and Project Management “ An insight into the Principles and Best Practice which ensure you can implement successful solutions”

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Activity Based Costing & Activity Based Management“ We’ve heard of it but please tell us - what exactly does

it mean? ” An introduction to Activity Based Costing- What is Activity Based Costing- Why is Activity Based Costing an attractive alternative costing method

Activity Based Cost Management- What are the basics of ABCM- Why is ABCM needed - How does ABCM add value and how to extract it

Activity Based Modelling- What is an Activity Based cost model- What are some of the design parameters- How do the outputs support ABCM

Tea / Coffee- Open Forum

Duration: 1 ½ hours

Cost: £45* per delegate


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* Plus VAT* Off-site fee quoted. Applies to our south coast training venue* On-site fee- subject to further negotiation* Subject to availability

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Overview:A short introduction covering the basic terminology and application of Activity Based Costing and Activity Based Cost Management. Highlights how a value-added approach to Cost Management can improve business performance.

Relevant across all industries and those involved with the Servicing, Manufacturing and Supply Chain sectors.

Activity Based Costing & Activity Based Management“ We’ve heard of it but please tell us - what exactly does it

mean? ” Content:Presentational session followed by open forum and discussion based on a Non technical format.

Designed to ‘bring to life’ the basic framework of Activity Based Cost Management and enable ideas to be taken away which are readily transferable into real business situations.

Focus:• Traditional Costing approaches• Advantages of Activity Based Costing• Extracting value from Activity Based Management• Development of Activity Based Cost Management Models• Practical development and implementation aspects

To challenge ideas and through sharing experience, improve the vision of those embarking on Cost Management and Business Improvement or Performance Measurement projects.

Target Audience:Those working within Finance and non-Finance areas at all levels who are impacted by Cost Management and Performance Improvement typically:• Finance Directors• Planning Managers• Management Accountants• Business Analysts• Product and Marketing managers• Customer Relationship Managers• Anyone involved with implementing Cost Management Projects

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An introduction to Activity Based Costing- What is Activity Based Costing- Why is Activity Based Costing an attractive alternative costing method

Activity Based Cost Management- What are the basics of ABCM- Why is ABCM needed - How does ABCM add value and how to extract it

Activity Based Modelling- What is an Activity Based cost model- What are some of the design parameters- How do the outputs support ABCM

Interactive session- What does a well designed Activity Based Cost model look like!- How well can you sell the design to inspire interest and ensure buy-in?- Where are the barriers to successful implementation- What are the pit-falls and how to over-come them

Lunch- Open Forum

Duration: 3 hours



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Activity Based Costing & Activity Based Management“ Let’s get ‘hands on’ it so we can implement it? ”


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Overview:A detailed introduction covering the basic terminology and application of Activity Based Costing and Activity Based Cost Management. Highlights how a value-added approach to Cost Management can improve business performance.


Content:Presentational session also featuring an interactive workshop followed by open forum and discussion based on a Non technical format.

Designed to cover the conceptual and development approach to Activity Based Cost Management and enable ideas to be taken away which are readily transferable into real business situations.

Focus:• Traditional Costing approaches• Advantages of Activity Based Costing• Extracting value from Activity Based Management• Development of Activity Based Cost Management Models



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Return to MenuActivity Based Costing & Activity Based Management

“ Let’s get ‘hands on’ it so we can implement it? ”



Data requirements and Implementation process - Data gathering / survey techniques- Project Management approaches

Using software as an aid to constructing ABCM models- Software options- Hints on software selection- Insight into software functionality

Building Activity Based Cost Models- Illustration of how to physically construct a model- Understanding Product Economics- Deriving data to support Customer Relationship Management

Lunch- Open Forum- Questions

Duration: 2 ½ hours



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Activity Based Costing Modelling“ How do you design, build and implement cost models which

add value in improving an understanding of business dynamics ”


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Overview:A review of basic terminology and application of Activity Based Costing and Activity Based Cost Management. Improving business performance by designing specific Activity Based Cost Models and gathering data to support them.


Content:Presentational session followed by open forum and discussion based on a Non technical format.

Designed to lay a firm conceptual and development foundation on practical application of Activity Based Cost Management models. To enable ideas to be taken away which are readily transferable into real business situations.

Focus:• Data gathering and survey techniques• Software selection• Physical construction of Activity Based Cost Management Models to improve Product Economic and Customer Relationship knowledge



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Activity Based Costing Modelling“ How do you design, build and implement cost models which

add value in improving an understanding of business dynamics ”



An introduction- Activity Based Costing

Some Basics - Activity Based Cost Management

An insight- Activity Based Modelling

Continental Breakfast-Open Forum-Questions

Duration: 1 hour



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Wake up to Activity Based Cost Management!“ A Breakfast Seminar ”


Suggested format – alternatives arranged around a lunch or evening format

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Overview:A quick ‘taster’ session covering the basics of Activity Based Costing and Activity Based Cost Management. Designed as an introduction to our other courses for those who are tempted by the terminology and potential of the approach.


Content:Presentational session followed by open forum and discussion based on a Non technical format.

Designed to introduce the basic framework of Activity Based Cost Management and enable ideas to be taken away which are readily transferable into real business situations.

Focus:• Traditional Costing approaches• Advantages of Activity Based Costing• Activity Based Cost Management Models

To inspire those embarking on Cost Management and Business Improvement or Performance Measurement projects.


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Return to MenuWake up to Activity Based Cost Management!

“ A Breakfast Seminar ”



An introduction- Activity Based Costing- Activity Based Cost Management- Activity Based Modelling

Interactive session - What does a well designed Activity Based Cost model

Lunch

Case-study

- Case Study - ABC: here is the answer now what is the question? The Wider Picture

- Balanced Business Scorecard reporting- Data gathering / survey techniques- Project Management approaches- Thinking about Strategy

Software- Using software as an aid to constructing ABCM models

Summary- Future needs- Open Forum

Duration: 7 hours No prior knowledgeBasic knowledgeExperienced

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What are the Building Blocks of an Activity Based Cost Management System?

“ A high speed overview of ABCM for the slightly curious!”


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Overview:A comprehensive overview covering all the basic components of Activity Based Costing, Activity Based Cost Management and the wider Management Information Framework. Designed to enable the successful inception, management and implementation of ABCM projects.


Content:Presentational sessions, with interactive workshops followed by open forum and discussion based on a Non technical format.

Designed to highlight the multi-facets of an Activity Based Cost Management, Business Improvement & Performance Measurement Framework enabling ideas to be taken away which are readily transferable into real business situations.

Focus:• Activity Based Cost Management Techniques• Developing ABCM Models / Case-study• Developing Strategy• Executive Reporting eg Balanced Scorecards• Alignment with Value Based Management To inspire those embarking on ABCM projects and those with some prior knowledge of ABCM or those feel they have been ‘left behind’ in widening their understanding and appreciation of the benefits which can be realised from the ABCM framework.


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Return to MenuWhat are the Building Blocks of an Activity Based Cost

Management System? “ A high speed overview of ABCM for the slightly curious!”



Balanced Business Scorecard reporting- The conceptual framework- Design issues- Deriving the value

Interactive Session (1)- Going Hands- on: Developing a Balanced Business Scorecard

Formulating Strategy – What skills are required- What are the steps

Interactive Session (2)- How do we create a working Scorecard

Lunch- Open Forum

Duration: 2 hours



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The Balanced Business Scorecard“ Why you shouldn’t be un-balanced by the Balanced Business

Scorecard! ”


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Overview:A comprehensive overview covering all the basic components of the Balanced Business Scorecard. Designed to enable the successful inception, management and implementation of Executive Reporting projects based on communicating the principles of the Balanced Business Scorecard.


Content:Presentational sessions, with interactive workshops followed by open forum and discussion based on a Non technical format.

Designed to de-mystify the implementation issues connected with the Balanced Business Scorecard Framework and enable ideas to be taken away which are readily transferable into real business situations.

Focus:• Conceptual framework• Practical design considerations• Performance Monitoring – ‘traffic-lighting’• Formulating Strategy• ‘Cause and Effect links’ To inspire those embarking on Strategic Performance Improvement projects and those who want to simplify the Executive Reporting processes and communicate strategic direction in a more effective way.

Target Audience:Those working within Finance and non-Finance areas at all levels who are impacted by Strategic Performance Improvement typically:• Finance Directors• Planning Managers• Management Accountants• Business Analysts• Product and Marketing managers• Customer Relationship Managers• Anyone involved with implementing Cost Management Projects

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“ Why you shouldn’t be un-balanced by the Balanced Business Scorecard! ”



Logical steps- Phases and Checkpoints

Organisation and Responsibilities

- Project / Programme Management Organisation

Scope and Definition – Managing Scope, Documentation and Planning

Management and Control- Issues, Risks and Dependencies

Lunch

Interactive Session (1)- Creating a Project

Reporting and Quality Assurance- Do’s and Don’ts

Success and Failure / Interactive Session (2)- Critical success factors and Causes of failure- Open Forum

Duration: 4 hours



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Programme and Project Management “An insight into the Principles and Best Practice which ensure you can

implement successful solutions”


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Overview:A comprehensive overview covering all the basic components of the Project and Programme Management to enable the successful inception, management and implementation of Projects and Programmes.

Relevant across to all industries and sectors.

Content:Presentational sessions, with interactive workshops followed by open forum and discussion.

Designed to ensure Best-Practice is applied to Projects and Programmes and creating a foundation approach / framework which is readily transferable into real business situations.

Focus:• Logical steps in Managing Projects and Programmes• Roles and Responsibilities• Controlling Scope and Definition• Management and Control procedures• Managing Issues, Risks and Dependencies• Reporting and Quality Assurance• Planning To inspire those embarking on Managing, influencing or supporting Business Change Projects and Programmes and those who would like to improve their skills.

Target Audience:Those involved with implementing Business Change projects and Programmes at all levels particularly those directly required to manage or provide input to them who currently have little or no experience typically:• Planning Managers• New Project and Programme Managers • Business Analysts• Operational Managers

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Return to MenuProgramme and Project Management “ An insight into the

Principles and Best Practice which ensure you can implement successful solutions” ”



Activity Based Cost Management (ABCM) Case-Study information can be supplied.

The Case-Study highlights the practical benefits and application of ABCM together with an illustration of implementation problems which can be encountered.

Please request password and access to material currently available.


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What will you gain?

• Familiarity with Activity Based Cost Management concepts and terminology• The ability to incept, manage and implement a successful ABCM project• An understanding of how to ensure and maintain buy-in to ABCM projects• Awareness of how ideas can be translated into practice application• Visualise how Activity Based Cost Management fits within ‘the bigger picture’

What are the building blocks of an Activity Based Cost Management System and how do they add value to improving your business strategy?

This Master-class provides “ A high speed overview of Activity Based Cost Management concepts and application for the slightly curious!”

Additional benefits

The class will also benefit those who have some prior experience of ABCM or feel they have been ‘left behind’ in widening their understanding and appreciation of the benefits which can be realised from the ABCM approach.

What experience is needed?

No prior experience of ABCM is needed nor is a professional accountancy qualification as this course is designed around a hands-on non-technical format for understanding and introducing ABCM concepts.

• Using software. • Successful implementation.• Interactive sessions.

• ABCM Principles.• ABCM Modelling.• Case Study. Insights into:

• Balanced Business Scorecard.• Value Based Management

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How relevant is it?

The ABCM course is relevant across all industries typically those involved with the Servicing, Manufacturing and Supply chain sectors

Who will benefit?

Those working within finance and non-finance areas at all levels who are involved or impacted by Cost Management for example: finance directors, planning managers, management accountants, business analysts, product, marketing, customer relationship managers and anyone involved with implementing cost management projects

What are the aims?

• To lay a firm conceptual foundation for those considering Cost Management projects• To improve the vision of those working on Strategic Improvement projects • To provide an environment to challenge ideas and share a range of experience • To explore what makes Business Improvement initiatives succeed or fail • To understand a value-adding approach to Performance Improvement• To enable ideas to be taken away which are readily transferable into business real situations

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Time-table 1

9.30 Registration and coffee

9.45 Ice-breaker and Introductions

10.00 An introduction to Activity Based Costing- What is Activity Based Costing- Why is Activity Based Costing an attractive alternative costing method

10.15 Activity Based Cost Management- What are the basics of ABCM- Why is ABCM needed - How does ABCM add value and how to extract it

10.30 Activity Based Modelling- What is an Activity Based cost model- What are some of the design parameters- How do the outputs support ABCM

11.00 Coffee

11.15 Interactive session-What does a well designed Activity Based Cost model look like!- How well can you sell the design to inspire interest and ensure buy-in?- Where are the barriers to successful implementation- What are the pit-falls and how to over-come them

12.30 Lunch

Time-table 2

13.30 Case Study - ABC: here is the answer now what is the question?

- The drive for change- Value Based Management Framework- How Activity Based cost modelling fitted in- Learning points

13.45 Activity Based Cost Management - the wider picture- Balanced Business Scorecard reporting- Data gathering / survey techniques- Project Management approaches- Thinking about Strategy

15.00 Tea

15.15 Using software as an aid to constructing ABCM models- Software options- Hints on software selection- Insight into software functionality- Illustration of how to physically construct a model

16.00 Summary- Review of aspects covered - Key learning points- Identification of any additional requirements and how to satisfy them

16. 15 Open forum16.30 Close

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Master-class application Form - Please complete in capitals. Please reserve _____________place(s)) at £210 +VAT currently @17.5%

I enclose a cheque for £_______.payable to 4Sqaure Management Solutions Please send me an invoice. Your payment must be received prior to the Master-class Subject to availability, this booking will be confirmed and receipt supplied. If places are not available:- book the next available date Y/N (If N your payment will be returned).Contact:________________________________Position:________________________________Company Name:________________________________________________________Address:_____________________________________________________________________________________________________________________County:_________________________________Postcode:______________Telephone:_____________________________ Fax:________________e-mail:_________________________________Delegate Name(s)___________________________________________________Position(s):____________________________________________________Master-class date:_____________________I have read the booking conditions , procedures and conditions and agree to abide by them

Signature:___________________________Date:_____________________

Provisional bookings must be confirmed or cancelled in writing within 10 days.Cancellation more than 21 days in advance - 60% of fee will be refunded . Cancellation less than 21 days in advance - full fee becomes chargeable.Transfer to an alternative date after booking confirmed with be subject to a 15% administration charge.Substitute delegates can be made with prior written notice at no additional charge.Where circumstances force 4 Square Management Solutions to change the details or cancel a Master-class the liability of 4 Square Management Solutions shall be limited to a refund of any fees paid for that particular Master-class. 4 Square Management Solutions will not be liable for any consequential loss. The views expressed by any delegates or guest presenters participating in any Master-class are not necessarily those endorsed by 4Square Management Solutions

Bookings for our Master-classes can also be made by providing the following information by telephone or e-mail: Name of courseDate of courseDelegate(s)) name(s))Name and address of your companyYour telephone numberAlternatively you can fax the completed application form to us

4 Square Management Solutions;E-mail: [email protected]/Fax: 01202 657184

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