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