SUPPORTING YOUR CASE USING BUDGETING AND COSTING DATA
12 February 2002, London
With organisations facing tougher competition for funding and resources, and
increasing pressure to offer more for less, it is no longer sufficient to be
able to present the facts and a well-reasoned argument when submitting a
business case.
The ability to produce sound financial information to strengthen a bid is
essential. Whether developing a new service, trying to secure additional
staff, or evaluating income-generating ideas, using and presenting financial
information effectively can help to make an application for funding or
resources successful.
BENEFITS FROM ATTENDING:
This workshop will equip participants with the skills and techniques needed
to effectively evaluate and present the financial data required to support
and present a solid proposal.
BY THE END OF THE EVENT PARTICIPANTS WILL HAVE:
* practised the key techniques involved in appraising financial information
and making a 'business case' using financial data
* discovered the processes involved in, cost comparison, justifying staffing
structures and budgets, evaluating income generation ideas and using charts
and graphs to illustrate their case
* learnt the skills required to evaluate data and present a case in
effective ways on return to the work place
WHO SHOULD ATTEND?
Senior managers whose role includes a responsibility to evaluate quality of
service delivery against the cost of delivering that quality. These senior
managers are likely to contribute to service development and service
planning decisions or be seeking imminent promotion to a similar role.
WORKSHOP LEADER: Larraine Cooper
Having had a substantial career in banking which included developing
training in both managerial and financial skills, Larraine set up her own
consultancy in 1986. Since then she has regularly worked with staff in
public, academic and health service libraries, as well as business units and
direct service managers in local authorities and the health service.
PROGRAMME
9.00 Registration and coffee
9.30 Welcome and introductions
9.40 Key ground rules for presenting financial information in a 'business
case'
* Cost comparison
10.40 Coffee
11.00 Using graphs and bar charts, including a demonstration with
Microsoft Excel
* Justifying a staffing structure
* How to present income generation ideas
1.00 Lunch
2.00 Group work using case study scenarios
Participants will work on a particular case study, in groups, and present
their case in plenary session after tea
3.10 Tea
3.30 Presentation of group work
* Review
4.45 Close
PLACES ARE LIMITED TO: 16
FEES
Personal members: £155 plus VAT (£27.12) £182.12
Institutional members: £187 plus VAT (£32.72) £219.72
Non members: £217 plus VAT (£37.97) £254.97
Student/Unwaged members: £25 plus VAT (£4.37) £29.37
LAHQ has provision for those in wheelchairs. Induction loops are also
available.
HOW TO BOOK:
TO MAKE A CONFIRMED BOOKING:
Please print out and complete the booking form below and return it by fax to
Professional Development on 020 7255 0561, or post to: 7 Ridgmount Street,
London WC1E 7AE
TO PROVISIONALLY BOOK A PLACE:
To make a provisional booking simply telephone us on 020 7255 0560,
textphone 020 7255 0505, or email [log in to unmask]
(Provisional bookings will be held for three weeks. A confirmed booking must
be received within this period or your place may be lost.)
BOOKING FORM:
I would like to book a confirmed place on Supporting your case using
budgeting and costing data (12 February 2002, London)
Surname: ____________________________________
First name: __________________________________
Job title: ____________________________________
Organisation: ________________________________
Address: ____________________________________
Town:________________ Postcode:______________
Tel___________________ Fax: __________________
Email: ______________________________________
Are you a LA Member? YES __ NO __
Personal* __ Institutional __ Student __ Unwaged __
*N.B. If you are a Personal Member, but your employer is paying, they will
still be charged at Personal Member rate.
LA membership no: __________________________
Dietary/special requirements (sensory or physical)
___________________________________________
PAYMENT OF FEE:
Option 1: __ Please send an invoice
(your payment will be due within 30 days of the invoice date).
Please give invoice name and address if different from above:
____________________________________________________
____________________________________________________
____________________________________________________
Option 2: __ I enclose a cheque (payable to The Library Association) for
£_______________
Please tick here if you require a receipt: __
Option 3: __ Please debit £_________ to my credit card
Credit card details:
Name of cardholder:_______________________
Card no: __________________________________
Expiry date: _________________________________
Signature: ___________________________________
PLEASE NOTE: cancellations received on the day will incur the full fee. If a
cancellation is received in the seven working days prior to the event, 50%
of the fee will be due.
PLEASE RETURN BOOKING FORM TO:
Professional Development, LA Enterprises, The Library Association, 7
Ridgmount Street, London, WC1E 7AE, or fax back to 020 7255 0561.
The Library Association keeps any personal information you supply for the
purpose for which you have provided it. It is not passed to other
organisations unless this is made explicit when you supply it or if we are
legally required to do so. However the Association may from time to time
wish to send you information about other services or products it provides.
Registered Charity no. 313014
Message sent by:
Iona Khan
Events Assistant, Professional Development
The Library Association
7 Ridgmount Street
London
WC1E 7AE
Telephone: 020 7255 0560
Fax: 020 7255 0561
Email: [log in to unmask]
Visit our website at: www.la-hq.org.uk
