Making a Financial Case, Fourth Edition

Session C: Presenting a Financial Case

1 Introduction

Hey pal. Gi' me a fiver for a cab!

Excuse me, I'm really sorry to trouble you. I wouldn't if I didn't have to. Oh, I hate doing this. You must think I'm really awful. You see I had my money stolen. I had it when I left home this morning. I remember because I counted it when I was coming to work this morning on the bus

Could I please borrow 2.50 to get the bus home tonight? I've lost my money and haven't a penny left. I will pay you back tomorrow morning.

There are many different ways to ask for money. Which one of the above do you prefer? I hope you will agree that you the best approach is the straightforward one, which provides you with a good reason for the request, does not waste your time and states how and when you will get your money back.

In the first two sessions you developed your ability to evaluate projects and decide between options. If you wish to see your projects implemented, you need to obtain agreement from management to go ahead and therefore, to give your projects the best chance to be selected, you must be able to present a case well.

When you are presenting a financial case for a project to go ahead, remember this. Be clear, precise and give appropriate factual details for:

  • the money needed;

  • why it is needed;

  • how it will benefit the organization;

  • how the...

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