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Credit Department’s Toolkit: Strategy, Planning, and Implementation
Online course for your credit department's strategy and planning that helps you achieve your goals and objectives
About this course
| promoImage |
 |
| description |
| lessonOverview |
“Without a strategy, execution is aimless. Without execution, strategy is useless.” - Morris Chang.
Strategizing refers to the managerial process of forming a vision, setting goals, crafting a strategy. This process requires the right improvements over time for achieving the long-term goals of an organization.
How exactly can the credit department achieve its goals and objectives?
It is the continuous planning, track keeping, analysis, and assessment that could help credit teams achieve their goals and objectives.
What will you learn? This course has been designed for trade creditors to understand the importance of strategizing and the best practices to implement the SMART Goals for your department.
Watch this tutorial to begin structuring your department’s strategic plan. Define the Vision and Mission of your company and turn goals into strategies and action plans using this course.
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| |
|
| resources |
Coming Soon |
| discuss |
Coming Soon |
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| instructor |
| name |
title |
image |
description |
| Robert S. Shultz |
Founder, Quote to Cash Solution |
 |
Robert Shultz has had a thirty-year career as a global credit and financial executive for large multinational companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries. |
|
| recommendation |
| image |
tag |
title |
description |
link |
duration |
 |
Portfolio Analysis |
Effective Credit and Collection Strategies During Recession |
Learn how to manage portfolios, credit, and collection tactics during the recession. |
https://academy.highako.com/collections-strategy-during-recession-course |
60 min |
 |
Credit Policy |
Eliminating B2B Payment Frauds | Check and Bulk Transfer Frauds |
Learn all about check frauds, bulk transfer, and internal fraud in B2B payments. |
https://academy.highako.com/business-fraud-elimination-course |
60 Min |
 |
KPIs and Reporting |
Understanding Credit and Collections KPIs |
Understand how collections and credit KPIs to help you understand metrics like DSO, Collection Effective Index, and other AR metrics. |
https://academy.highako.com/understanding-the-credit-and-collections-kpis-course |
120 Min |
|
Curriculum45 Mins
-
The Strategic Planning Process Obstacles, the Value, Where to Start (~ 15 Mins)
-
Preview
Obstacles Faced During Strategic Planning
-
Preview
ROI of the Time Taken Behind Strategizing
-
Preview
Things You Need to Know About Strategic Planning
-
How to Begin a 'SWOT' Analysis For Your Department
-
Implementing Your Strategic Goals, & Action Plans (~ 15 Mins)
-
How to Turn Goals into Strategies and Action Plans
-
What to Do In Case of a Dominant Market Position
-
4 Ways to Prioritize Gaining Market shares
-
How to Maintain Strategic Relationships
-
Steps to Begin with Strategic Planning & Performance Tracking
-
Developing a Strategic Plan for Your Credit Department (~ 15 Mins)
-
How to Begin With Structuring of Your Department’s Strategic Plan
-
Best Practices to Think Strategically
-
Understanding Goals, Strategies, Activities, and Tasks with Examples
-
Key Things to Consider While Turning Goals into Strategies and Action Plans
About this course
| promoImage |
|
| description |
| lessonOverview |
“Without a strategy, execution is aimless. Without execution, strategy is useless.” - Morris Chang.
Strategizing refers to the managerial process of forming a vision, setting goals, crafting a strategy. This process requires the right improvements over time for achieving the long-term goals of an organization.
How exactly can the credit department achieve its goals and objectives?
It is the continuous planning, track keeping, analysis, and assessment that could help credit teams achieve their goals and objectives.
What will you learn? This course has been designed for trade creditors to understand the importance of strategizing and the best practices to implement the SMART Goals for your department.
Watch this tutorial to begin structuring your department’s strategic plan. Define the Vision and Mission of your company and turn goals into strategies and action plans using this course.
|
| |
|
| resources |
Coming Soon |
| discuss |
Coming Soon |
|
| instructor |
| name |
title |
image |
description |
| Robert S. Shultz |
Founder, Quote to Cash Solution |
|
Robert Shultz has had a thirty-year career as a global credit and financial executive for large multinational companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries. |
|
| recommendation |
| image |
tag |
title |
description |
link |
duration |
|
Portfolio Analysis |
Effective Credit and Collection Strategies During Recession |
Learn how to manage portfolios, credit, and collection tactics during the recession. |
https://academy.highako.com/collections-strategy-during-recession-course |
60 min |
|
Credit Policy |
Eliminating B2B Payment Frauds | Check and Bulk Transfer Frauds |
Learn all about check frauds, bulk transfer, and internal fraud in B2B payments. |
https://academy.highako.com/business-fraud-elimination-course |
60 Min |
|
KPIs and Reporting |
Understanding Credit and Collections KPIs |
Understand how collections and credit KPIs to help you understand metrics like DSO, Collection Effective Index, and other AR metrics. |
https://academy.highako.com/understanding-the-credit-and-collections-kpis-course |
120 Min |
|
Curriculum45 Mins
-
The Strategic Planning Process Obstacles, the Value, Where to Start (~ 15 Mins)
-
Preview
Obstacles Faced During Strategic Planning
-
Preview
ROI of the Time Taken Behind Strategizing
-
Preview
Things You Need to Know About Strategic Planning
-
How to Begin a 'SWOT' Analysis For Your Department
-
Implementing Your Strategic Goals, & Action Plans (~ 15 Mins)
-
How to Turn Goals into Strategies and Action Plans
-
What to Do In Case of a Dominant Market Position
-
4 Ways to Prioritize Gaining Market shares
-
How to Maintain Strategic Relationships
-
Steps to Begin with Strategic Planning & Performance Tracking
-
Developing a Strategic Plan for Your Credit Department (~ 15 Mins)
-
How to Begin With Structuring of Your Department’s Strategic Plan
-
Best Practices to Think Strategically
-
Understanding Goals, Strategies, Activities, and Tasks with Examples
-
Key Things to Consider While Turning Goals into Strategies and Action Plans
