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所在平台: Udemy |
课程主页: https://www.udemy.com/course/knowledge-sharing-annual-investment-planning-how-to-do-it/
课程评论：没有评论
**课程名称：** 知识分享：年度投资规划——如何进行 **课程概述：** 本课程旨在分享作者在电信、银行和IT等行业超过十年的经验，讲解如何进行有效的年度投资规划。课程涵盖了公司每年制定下一年度预算和潜在路线图的关键过程。作者将重点介绍年度规划的组织方法，包括投资类别规划的含义及注意事项，以确保自上而下的规划方法能考虑容量，避免年中预算超支。此外，课程还将分享年度规划期间的沟通组织技巧，并提供可下载的沟通计划模板。最后，课程还会提供关于项目优先级排序的建议。 **核心内容：** * 年度投资规划的重要性及实践方法 * 投资类别规划的定义、策略与考量因素 * 确保年度规划与实际容量匹配的技巧 * 年度规划期间有效的沟通策略与模板 * 项目优先级排序的原则与方法
Each year various companies plan next year budgets and prepare potential roadmaps of what are the targets and how they are planning to achieve them - this is were investment planning is important.During my 10+ years experience in companies that operate in telecommunication, banking and IT sectors, I have gained quite an amount of knowledge and been part of or build and run the process of annual planning. I have had an opportunity to represent multiple stakeholders from IT, Business, Sales, Customer experience areas, i managed to get a different perspective of how annual planning could be run. This is why i have put together list of key tips and tricks on how this important process that gets so much attention every year could be organised.So course in short is about possible approaches of how annual planning could be done. I will touch upon what investment bucket planning mean and what to consider while planning investment buckets in order to make sure that this top down planning approach take into account capacity so that budget would not be blown up in the middle of the year. There will be knowledge shared on how communication should be organised during annual planning and ready to use communication plan template will be available for download. In addition to all of that recommendation about initiative prioritisation will be described.
