Publication date : 05/28/2024
Course : Managing a business unit: the best management tools
Practical course - 3d
- 21h00 - Ref. BUT
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 | Build the main indicators for steering and managing a business unit |
| Calculate cost, break-even point and profit margin |
| Setting budget objectives and translating them into operating budgets |
| Analyze budget variances and design corrective actions |
Intended audience
Operational managers and executives in charge of a department or unit not specialized in accounting and finance.
Prerequisites
Experience in managing an activity or department is required.
Practical details
Hands-on work
Case study.
Course schedule
1 Understanding common management tools
- The usefulness of cost accounting for calculating production costs.
- The different costing methods: full cost, partial cost, ABC method...
- Distinguish between direct and indirect costs.
- Breakdown of indirect costs: work units, cost rates, drivers...
- The logic of transfer pricing.
- Calculating margins and break-even points.
- Decide whether or not to maintain a product or activity.
- Evaluate the projected profitability of an investment.
Hands-on work
Use cost accounting to calculate the cost of finished goods sold or services performed. Identify the breakeven point. Arbitrate sales mix using the product mix.
2 Setting up dashboard indicators
- Use dashboards to manage your business.
- Identify action variables, performance indicators and management tools.
- Manage economic and financial performance.
- Margin-based management (Ebit, Ebitda, Rex, Rop, etc.).
- Management by economic profitability and financial profitability indicators; management by cash flow.
- Manage sales performance.
- Managing the performance of information systems (introduction).
Hands-on work
Know how to use financial performance indicators and identify levers for action: calculating return on equity, free cash flow and EBITDA.
3 Build and negotiate your next budget
- Operational implementation of budget objectives. The budget process within the company.
- Take into account priorities and constraints. Analyze past performance.
- Set clear, ambitious and realistic objectives. Build action plans in line with objectives.
- Missions contributing to objectives. Allocation of resources and means.
- Costing the operating budget. Classification of budget items.
- Operating and investment costs.
- Budget presentation and negotiation. Argument to overcome objections and convince.
- Analyze deviations and corrective actions. Re-forecasting.
Hands-on work
Based on the key budget (sales budget), develop incidental budgets: payroll, overheads, taxes, investments. Ensure quarterly readjustment.
Customer reviews
4,3 / 5
Customer reviews are based on end-of-course evaluations. The score is calculated from all evaluations within the past year. Only reviews with a textual comment are displayed.
STÉPHANIE C.
20/10/25
3 / 5
The course was not really suited to my needs, even though it was aimed at operational managers of a BU who were not specialised in accounting and finance.it was very much geared towards pure accounting or finance, with less focus on operational BU management and commercial management and the management of a business unit.a lot of time was spent on the pure accounting parts (e.g. 1 day on journal entries and key accounts) and the more operational parts seen.
LUCA OLIVIER D.
20/10/25
4 / 5
time devoted to general accounting is too generous to the detriment of GIS and Indicators
ANGE G.
09/07/25
5 / 5
Thank you to Mr Martoglio for his teaching ... I feel I've learned something new for my job.
PARTICIPANTS
Operational managers and executives in charge of a department or unit not specialized in accounting and finance.
PREREQUISITES
Experience in managing an activity or department is required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Operational managers and executives in charge of a department or unit not specialized in accounting and finance.
PREREQUISITES
Experience in managing an activity or department is required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Dates and locations
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