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

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Module 1 - Business Plan

Planning the business fundamentals

Creating your business plan

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FFA_Module 1 - Workbook.pdf

250 KB

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1. Introduction

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2. Purpose, vision and values

Activity

3. SWOT Analysis

Activity

4. Your competitive advantage: Porter’s Generic Strategies

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Porters Generic Strategy.png

52.2 KB

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How each strategy works

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Activity

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5. What will you do and how will you do it?

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Who you are?

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Activity

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The job plan – What do you do?

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Activity

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The job plan – ‘What do I need to have?’

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Activity

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6. Put together your business plan

Activity

7. Action Plan

Activity

Wrapping up

Module 2 - Structure & Obligations

What we will cover

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FFA_Module 2 - Workbook.pdf

73.5 KB

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1. Introduction

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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

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FFA_Module 3 - Workbook.pdf

79.5 KB

1. Introduction

2. Setting Goals

Activity

3. Tracking Progress

Activity

Accountability partners

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4. Pricing

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Profit and Loss, Hourly Rate Calc.xlsx

53.4 KB

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Activity - Estimating your expenses

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Activity - Calculate your hourly rate

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Activity - Analysing your result

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5. Fixed Price

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6. Budgeting

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7. Financial Literacy

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Ratios.pdf

76.7 KB

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A word of caution

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Wrapping up

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Module 4 - Licensing & Insurance

What we will cover

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FFA_Module 4_Activity Risk Assessment Matrix.docx

223 KB

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1. Introduction

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2. Licences

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3. Compulsory insurance

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4. Optional insurance – personal or loss of income

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5. Optional insurance – stock and assets

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6. Optional insurance – cybercrime and tax auditing

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7. Risk assessments for insurance

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Activity

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Wrapping up

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Module 5 - Marketing & Personal Brand

What we will cover

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FFA_Module 5 - Workbook.pdf

56.5 KB

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1. Introduction

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2. Key Terms

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3. Building your brand

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Activity

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4. Marketing – direct to customers

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5. Marketing - networking

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Activity

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6. Building your customer relationships

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7. Getting repeat customers

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Wrapping up

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Activity

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Module 6 - Technology

What we will cover

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FFA_Module 6 - Workbook.pdf

39.1 KB

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1. Introduction

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2. Accounting software

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3. Admin software

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4. Job management solutions

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5. Payroll solutions

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6. Expense tracking

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7. Forecasting, budgeting and reporting

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8. Summary – choosing your software & wrapping up

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Activity

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Module 7 - Getting Outside Support

What we will cover

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FFA_Module 7 - Workbook.pdf

31.9 KB

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1. Introduction

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2. Outsourcing your admin

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3. Outsourcing your bookkeeping

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4. Outsourcing your marketing

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5. Professional networks

Activity

6. Mentors

Activity

Wrapping up

Module 8 - Recruitment

What we will cover

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Example Organizational Chart.pdf

55.3 KB

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Your onboarding checklist.docx

16.2 KB

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Employee Drivers.pdf

33.7 KB

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1. Introduction

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2. Organisational chart – who should you hire?

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Activity

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Your first hire

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3. Finding new employees

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Activity

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4. The hiring process

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5. Legal considerations

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6. Budgeting – can you afford an employee?

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7. Onboarding and standardised systems

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Activity

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8. Ensuring employees thrive

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Activity

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9. Employee goals and performance

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Wrapping up

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Thank You and Congratulations You Made It!

Conclusion

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One Final Step

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Module 1 - Business Plan

Module 2 - Structure & Obligations

Module 3 - Business Goals, Budgeting & Financial Literacy

Module 4 - Licensing & Insurance

Module 5 - Marketing & Personal Brand

Module 6 - Technology

Module 7 - Getting Outside Support

Module 8 - Recruitment

The Financial Foreman Academy - A Business Course for Tradies

Table of contents

The Financial Foreman Academy - A Business Course for Tradies