The Financial Foreman Academy - A Business Course for Tradies

This 8-module course is designed to teach you exactly what you need to know to get started with a successful business. No fluffy stuff.
Welcome to the Financial Foreman Academy
What to expect from the course!
Welcome to the Financial Foreman Academeny
Module 1 - Business Plan
Planning the business fundamentals
Creating your business plan
FFA_Module 1 - Workbook.pdf
250 KB
1. Introduction
2. Purpose, vision and values
Activity
3. SWOT Analysis
Activity
4. Your competitive advantage: Porter’s Generic Strategies
Porters Generic Strategy.png
52.2 KB
How each strategy works
Activity
5. What will you do and how will you do it?
Who you are?
Activity
The job plan – What do you do?
Activity
The job plan – ‘What do I need to have?’
Activity
6. Put together your business plan
Activity
7. Action Plan
Activity
Wrapping up
Module 2 - Structure & Obligations
What we will cover
FFA_Module 2 - Workbook.pdf
73.5 KB
1. Introduction
2. Business structures
Sole Trader
Partnerships
Trust
Companies
Hybrids
Activity
3. Obligations
4. Record Keeping
Activity
Wrapping up
Module 3 - Business Goals, Budgeting & Financial Literacy
What we will cover
FFA_Module 3 - Workbook.pdf
79.5 KB
1. Introduction
2. Setting Goals
Activity
3. Tracking Progress
Activity
Accountability partners
4. Pricing
Profit and Loss, Hourly Rate Calc.xlsx
53.4 KB
Activity - Estimating your expenses
Activity - Calculate your hourly rate
Activity - Analysing your result
5. Fixed Price
6. Budgeting
7. Financial Literacy
Ratios.pdf
76.7 KB
A word of caution
Wrapping up
Module 4 - Licensing & Insurance
What we will cover
FFA_Module 4_Activity Risk Assessment Matrix.docx
223 KB
1. Introduction
2. Licences
3. Compulsory insurance
4. Optional insurance – personal or loss of income
5. Optional insurance – stock and assets
6. Optional insurance – cybercrime and tax auditing
7. Risk assessments for insurance
Activity
Wrapping up
Module 5 - Marketing & Personal Brand
What we will cover
FFA_Module 5 - Workbook.pdf
56.5 KB
1. Introduction
2. Key Terms
3. Building your brand
Activity
4. Marketing – direct to customers
5. Marketing - networking
Activity
6. Building your customer relationships
7. Getting repeat customers
Wrapping up
Activity
Module 6 - Technology
What we will cover
FFA_Module 6 - Workbook.pdf
39.1 KB
1. Introduction
2. Accounting software
3. Admin software
4. Job management solutions
5. Payroll solutions
6. Expense tracking
7. Forecasting, budgeting and reporting
8. Summary – choosing your software & wrapping up
Activity
Module 7 - Getting Outside Support
What we will cover
FFA_Module 7 - Workbook.pdf
31.9 KB
1. Introduction
2. Outsourcing your admin
3. Outsourcing your bookkeeping
4. Outsourcing your marketing
5. Professional networks
Activity
6. Mentors
Activity
Wrapping up
Module 8 - Recruitment
What we will cover
Example Organizational Chart.pdf
55.3 KB
Your onboarding checklist.docx
16.2 KB
Employee Drivers.pdf
33.7 KB
1. Introduction
2. Organisational chart – who should you hire?
Activity
Your first hire
3. Finding new employees
Activity
4. The hiring process
5. Legal considerations
6. Budgeting – can you afford an employee?
7. Onboarding and standardised systems
Activity
8. Ensuring employees thrive
Activity
9. Employee goals and performance
Wrapping up
Thank You and Congratulations You Made It!
Conclusion
One Final Step