Value Creation & Financial Performance Management

About the Course

Organisations today operate under sustained pressure to improve financial performance while demonstrating clear and consistent value creation for stakeholders. Managers are expected to deliver results in environments characterised by margin pressure, capital constraints, rising costs, and heightened performance scrutiny. Financial performance is no longer assessed solely through historical results, but through how effectively resources are deployed, risks are managed, and decisions contribute to long-term organisational value. In many cases, performance challenges arise not from a lack of data but from a fragmented understanding of how financial outcomes are created, measured, and influenced by managerial decisions. As a result, organisations increasingly require managers and senior professionals to develop a more integrated view of value creation and financial performance, linking operational actions, financial drivers, and management accountability.

This 5-day Value Creation & Financial Performance Management training course is designed to strengthen delegates’ ability to understand, manage, and influence financial performance as a core management responsibility. It focuses on how organisations translate value objectives into measurable financial outcomes and how performance information is used to guide decisions, evaluate results, and sustain improvement. Emphasis is placed on managerial judgment, financial discipline, and the effective use of performance information rather than technical financial analysis. Delegates will develop a clearer understanding of how their decisions affect value creation across the organisation and how financial performance management supports accountability, prioritisation, and execution. It provides a structured learning environment that supports informed decision-making, consistent performance oversight, and stronger alignment between financial results and business objectives.

Core Objectives

By the end of the training course, delegates will be able to:

• Describe how value is created through financial performance and management decision-making within organisations
• Analyse key financial performance drivers and their influence on value creation across business activities
• Interpret financial performance information to identify trends, risks, and areas requiring management action
• Evaluate financial performance outcomes against value objectives, targets, and management expectations
• Assess the effectiveness of performance management and control practices in supporting sustained value creation
• Develop financially informed management responses to performance gaps, risks, and changing business conditions
• Present clear and relevant financial performance insights to support management discussion and decision-making

Training Approach

The training course applies a structured, corporate-focused approach combining expert-led input with practical discussion of real organisational value and performance situations. Emphasis is placed on management judgment, financial discipline, and the effective use of performance information to support decision-making.

The Attendees

This training course is intended for professionals who are responsible for managing financial performance, influencing value creation, and supporting management decision-making within their organisations.

It will be valuable to the professionals, but not limited to the following:

• Senior Finance Managers
• Finance Managers
• Performance Management and Business Planning Managers
• Business Unit Managers and Department Heads
• Corporate Planning and Strategy Managers
• Cost Control and Financial Control Managers
• Operations Managers with Financial Accountability
• Project Managers with Profit and Cost Responsibility
• Senior Analysts supporting Management and Performance Reviews
• Functional Managers involved in Performance Improvement Initiatives

Daily Discussion

DAY ONE: VALUE CREATION AND BUSINESS PERFORMANCE

• Value Creation Concepts
• Stakeholder Value Perspectives
• Financial Performance and Value
• Short-Term vs Long-Term Value
• Strategy and Value Linkage
• Management Accountability for Value

DAY TWO: FINANCIAL PERFORMANCE DRIVERS

• Revenue and Margin Drivers
• Cost Structure and Leverage
• Asset Utilisation and Efficiency
• Working Capital and Cash Flow
• Productivity and Cost Efficiency
• Business Unit Performance Drivers

DAY THREE: PERFORMANCE MEASUREMENT AND VALUE METRICS

• Financial KPIs and Indicators
• Profitability and Return Measures
• Value-Based Performance Metrics
• Target Setting and Benchmarks
• Metric Limitations and Risks
• Metrics in Management Decisions

DAY FOUR: PERFORMANCE MANAGEMENT AND CONTROL

• Performance Management Frameworks
• Targets, Incentives, and Results
• Variance Analysis and Review
• Managing Performance Trade-Offs
• Decision-Making Using Performance Data
• Performance Improvement Actions

DAY FIVE: SUSTAINING VALUE AND EXECUTION

• Financial Governance and Discipline
• Performance Ownership and Accountability
• Capital Allocation Decisions
• Managing Risk and Uncertainty
• Embedding Value Thinking
• Communicating Value Outcomes

Certificate Awarded

Upon successful completion of this training course, participants will be awarded a Certificate of Completion from XCalibre Training Centre, acknowledging their accomplishment. This certificate serves as a testament to their dedication to developing their skills and advancing their expertise in their respective fields.