Case Study: National Trust
Collaborative, engaging, informative, team driven, extremely valuable and a great link between finance and operations.
Phil quickly understood my own development needs whilst also understanding how they fit into the wider financial context. This was invaluable.
The Trainer was dynamic, open, friendly but professional. This course provided great value to our organisation.
The practical nature of this course was extremely helpful and incredibly well focused to our needs, engaging me from beginning to end.
I now have a better understanding of the impact of setting a business strategy.
Practical examples ensured that all delegates were involved in the learning process.
I have far more insight into the effect that decisions I make will have on the company. The post-course mentoring was very useful.
Use of real life internal examples was very helpful. Will make loan decisions easier.
The course raised my awareness significantly and provided me with the tools to evaluate the financial strength of our suppliers and clients.
Excellent – I’m amazed by how much I’ve learnt about the accounts and how they can be used in decision making.
When the National Trust first contacted us in 2009, they needed their existing financial training completely re-worked so that it met their very specific requirements. We achieved this within the short timescales we had been given and successfully facilitated the training to hundreds of their budget holders across the UK.
As the National Trust updated their financial systems and processes, we reflected the changes within the materials. The process was seamless as we had already built great relationships with key members of their internal finance team.
The nature of the National Trust’s remote locations provided challenges for gathering staff together for classroom learning and so we further developed the learning opportunities into a more blended approach.
A combination of e-learning and classroom learning created an optimal solution, enabling staff to learn critical concepts independently and then to cement this with classroom learning at a later date.
In addition to the e-learning and classroom learning, we offered coaching to senior members of the National Trust’s finance team.
Our support for one of the finance directors allowed her to address her own professional development needs and specific challenges, using her coach as an experienced and impartial sounding board.