Finance Key Performance Indicator and Implementation for Organization
Course Information
  • 12-Mar-2020
  • Hilton, Petaling Jaya
  • Wendy Tee
  • Mandarin
  • RM 690 RM 550
    Until 13 Feb 2020
  • 9am - 5pm
(A) 简介
财务资源关键绩效指标(KPI)及其组织实施

(B) 课程目标
完成此计划后,参与者将能够:
• 确保员工具有量化影响的技能,并为个人贡献(各个级别)提供及时的指导,以实现整体业务目标。
• 协助组织实施KPIS
• 提供制定KPI的理由
• 提供制定KPI的分步指南
• 提供财务资源关键绩效指标的样本

(C) 谁该参加
• 财务经理或财务主管在公司中开发KPI
• 负责在公司中开发KPI的部门经理或HOD
• 非财务专业人员,负责在公司中开发KPI
• 负责在公司中设立财务部门的经理和专业人员

(D) 日期/地点

日期: 12 March 2020 (Thu)
时间: 9AM - 5PM
地点: Hilton Hotel, Petaling Jaya

(E) 费用

- Early Bird Offer (before 13 Feb 2020) - RM550
- Special Offer (before 21 Feb 2020) - RM620
- Normal Fee - RM690

* Fee includes course Notes, Lunch, Refreshments/ Tea Breaks, * Certificate of Attendance & 6% Government Service Tax

Discount
(i) 10% overriding discount for SST2u Loyalty Card members

(F) 课程内容

单元 1:KPI概念和绩效评估
• 概述
• 什么是绩效衡量
• 为什么衡量组织绩效
• 什么构成良好的绩效评估系统?
• 公共和私营部门的绩效衡量标准是否不同?

单元2:了解关键的成功因素
• 为什么我们需要确定关键的成功因素(CSFS)
• 组织如何表达目标
• 成功的关键因素是什么?
• 如何从愿景/使命发展CSFS
• 摘要–开发CSFS的步骤

单元3:定义关键绩效指标(KPI)
• 什么是KPI
• KPIS的优势
• 有关KPIS的一般原则
• 良好KPI的特征
• 绩效管理仪表板和记分卡
• 第一次正确的KPIS
• 要点总结

单元4:开发KPI
• 循序渐进的方法

单元5:KPI样本:从CSF到KPIS
• 财务
• 消费者满意度
• 环境
• 内部流程
• 员工满意度
• 学习与成长

单元6:如何使用样本创建和管理财务资源关键绩效指标
1. 毛利润率:销货成本后您剩下了多少收入?
2. 营业利润率:您的息税前收益如何随着时间增长?
3. 营业费用比率:如何优化营业费用?
4. 净利润率:您的公司增加净利润的程度如何?
5. 营运资金:您的公司财务状况稳定吗?
6. 流动比率:您可以支付短期债务吗?
7. 快速比率/酸性测试:您公司的流动性是否健康?
8. 现金转换周期:您可以多快地将资源转换为现金?
9. 应付帐款周转率:您是否以合理的速度付款?
10. 应收帐款周转率:您多快收款一次?
11. 供应商付款错误率:您是否在有效地处理发票?
12. 预算差异:您的预算准确,切合实际吗?
13. 资产回报率:您是否有效利用公司的资产?
14. 股本回报率:您为股东创造了多少利润?

(G) 讲师简介

WENDY TEE
- HRDF APPROVED SPEAKER, HR CONSULTANT

Wendy Tee Leap Sing has over fifteen years of experience in senior management and human resources positions for diversified industrial and business environments. Graduated with a Master of Business Administration (UM), Master of Information Technology (UM), Certified Financial Planner (CFP), Certified Business coach (UM) , Registered Financial Planner (RFP), Certified Trainer (PSMB) and Certified Advance Human Resource Practitioner (MIHRM), she has undergone intensive academic training in various human development and knowledge improvement. Wendy is a member of the Malaysia Financial Planning Council (MFPC) as well as a Security Commission licensed financial planner with VKA Wealth Planners. Wendy is actively involved in management consultancy, management training and research. Her latest responsibility involves the business coaching, financial training, management consultancy, management and financial and investment lecturing of Degree programs for Tunku Abdul Rahman University College. She has experience managing training programs cover from local universities, in house training and public seminar training, from designing training needs assessment, developing training materials, monitoring and tracking of training programs successfulness and implementing training evaluation. Having been trained as a qualified trainer, her skill and knowledge has been enhanced in operations effectives, fitness analysis, gap analysis and needs assessments. For the past ten years she has been involved in lecturing and training in Financial Accounting and Reporting Skills, Personal Financial Planning, Corporate Financial Management, Practical Budgeting & Cost Reduction Technique, Mastering Company Accounts for Financial Statement Analysis, Balance Scorecard linked with Performance Management, Training Need and Analysis, Payroll Administration Techniques and Setting Departmental Key Performance Indicators (KPIs) and Understanding Malaysia Employment act 1955 ( Act 265), EPF act 1991 and Socso Act 1967.

Wendy is also a Human Resource consultant and certified trainer now appointed from Pembangunan Sumber Manuasia Berhad (PSMB), National Human Resources Centre (NHRC) and Malaysian Institute of Human Resource Management (MIHRM), providing comprehensive and independent Human Resource advisory to clients. In addition to consulting with and servicing clients, she is responsible for HR training, coaching & advisory for the company. In the area of Human Resource Management, Wendy focuses on Strategic Talent Management, Training and Development Management, Performance Management, Payroll Management and Setting Departmental & Inter Departmental Key performance Indicators (KPIs). Wendy is now pursuing her Doctor of Business Administration (DBA) from Universiti Utara Malaysia (UUM).

Wendy completed and passed her GST exams organized by Chartered Tax Institute of Malaysia (CTIM) with the cooperation and support from of the Royal Malaysian Customs Department (RMC). She is currently advising more than 70 SME companies in Malaysia for getting ready on the implementation of GST, mainly dealing with the tax authorities over various GST issues, elements and scope of GST, cycle and operations, rulings, registration, administration, audit and investigations on behalf of her clients.

(I) 报名/联络

电邮: sstcourse@gmail.com
联络:
Logesh (012 - 503 0346)
Siti (012 - 383 8603)
Teo (011 - 3178 9203)