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Making the Financial Case for Performance Improvement

By  Clare Novak

December Infoline

To get stakeholder buy-in for our performance improvement initiatives, we need to know enough about finance to speak knowledgeably about our function’s impact on the numbers.

This Infoline will help you understand basic financial concepts and terms so that you can gain credibility in the eyes of stakeholders and prove the value of your training programs. Topics covered include:

  • how  to apply financial measures to training and performance improvement programs
  • the four major areas of finance: revenue, assets, expenses, and liabilities
  • financial reporting 
  • how to measure profitability.

This issue also includes easy-to-follow charts that illustrate financial concepts, as well as job aids and checklists that will help you make your financial case to business leaders. 


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Clare Novak
Clare Novak, author of EBIT-Duh!™ Finance for the HR Professional, has more than 20 years’ experience in performance improvement. She presented at ASTD ICE three times on the topics of finance and business metrics and has authored two prior Infolines. Novak presented “EBIT-Duh!” at the 2011 SHRM National Conference and for numerous state and regional conferences.

Book Details

ISBN: 9781562868420

Pages: 20

Publisher: ASTD Press

Pub Date: December 2012

Formats: Paperback, PDF

Product Code: 251212

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