Investment Basics for Managers

About This Module

Managers get asked to 'make the business case' and then produce a slide with a large percentage and a small footnote. This module is the footnote. Four chapters: ROI and payback, NPV and IRR in human language, investment risk, and writing a proposal that a sceptical finance person can respect. You will not become a banker. You will stop being easy to bluff. If the payback requires everything to go right, it is not a plan. It is a wish with a spreadsheet.

What You'll Learn

• Calculate and interpret ROI and payback periods for investments
• Apply NPV and IRR techniques to evaluate project viability
• Assess and communicate investment risks effectively
• Create persuasive investment proposals for stakeholders
• Make informed decisions about resource allocation

Prerequisites

Basic understanding of financial concepts