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Levels of Financial Excellence
Gold
Silver
Bronze
Gold
Silver
BronzeBudgeting,
Accounting,
Bookkeeping
, etc.
ROI
Tracking
and
Reporting
External
Sources
of
Revenue
Why ROI?
Why ROI?
Tracking investments to find out
what works, what doesn’t, and what can
be improved.
Two ROI Concepts
Hard Soft
Hard Soft
0 Numbers
0 Direct Profit
0 Inventory for the LC
0 Etc.
0 Surveys
0 Member
development
0 Culture
0 Training
0 Etc.
Two ROI Concepts - What
Hard Soft
0 Numbers
0 Direct Profit
0 Formulas
0 Graphs / Tables
0 Efficiency
0 Surveys
0 Member tracking
(talk to TM!)
0 LC performance /
activity
0 LC Culture
0 Hours of meetings
attended
0 Long term tracking
Two ROI Concepts - How
Budgeting,
Accounting,
Bookkeeping,
etc.
ROI Tracking
and Reporting
What to do with
the data you
collect?
Feed it back into your
budget for smarter
predictions and better
investments!
Why External Sources of Rev.?
Why External Sources of Rev.?
-10000
-5000
0
5000
10000
15000
20000
Why External Sources of Rev.?
dream BIG

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Final finance strategy

Notes de l'éditeur

  1. Returning to the view of the many things that finance can do
  2. We can view ROI as building upon strategic budgeting and accounting
  3. Why should we track return on investment? What is the importance of it?
  4. Hard ROI is concrete, measurable Soft ROI is less tangible, but equally important
  5. We can view ROI as building upon strategic budgeting and accounting, but it goes back into strategic budgeting and feeds the process of investment
  6. To increase the amount of money available to invest and to stabilize AIESEC UK’s finances