Effective Board Report Writing, Virutal, 29 Mar. 24

Most often, the COO’s role is to lead the group’s operation and logistics activities, in ways that transform the business into being a cost-effective financial institution.

The role of a COO can include all or most of the following responsibilities:

  • Operations management
  • IT operations management
  • Product management
  • Change management
  • Strategy management
  • Financial control

Key course highlights include:

  • In-depth discussion of the roles and responsibilities of the COO
  • Understand how the role fits into the organisation
  • Introduction of various tools and methods for developing and using the best metrics to measure cost effectiveness, operating risk, profitability, customer service quality etc.
  • How to motivate and retain the right people
  • Guidance in how to address internal political as well as practical challenges in executing the COO role
  • How to communicate and report effectively as a COO

Who should attend?

This course has been specifically designed for the benefit of:

  • Existing and aspiring COOs
  • Head of Operations
  • Risk Managers/Director’s
  • Control Function Managers


COO Roles and Responsibilities

  • COO Role and Responsibilities – open to interpretation; kinds of COO, definition is key to success
  • C Suite Interactions
  • Capability framework
  • Leadership and influence

Organisation and Governance

  • Corporate Governance – Corporate Governance Codes
  • Laws vs Governance
  • Directors and Boards of Directors – Effective Boards
  • Directors’ duties and responsibilities
  • Working with non executive directors
  • Diversity in the Boardroom
  • Legal Entity Management
  • Enterprise Risk Management
  • Regional Hub and Spoke Models
  • Parent Subsidiary relationship
  • Joint Ventures – challenges and management
  • Family Firms
  • Private Equity backed firms

Board Dynamics

  • Why Boards malfunction
  • Why executives fail
  • The Board evaluation and review
  • Role of the COO in working with peers
  • High performing Boards

COO Role in Strategy and Implementation Formulating Strategy

The strategy Process

What makes a good strategist


Framework for process

Delivering value

Innovation, Blue Ocean

Joint ventures and alliances

Acquisitions and mergers

Acquisition strategy

Why so many fail

Acquisition cases

Working on an acquisition

Implementation obstacles

Integrating businesses

Culture alignment

Drawing a blueprint for implementation

Strategy Implementation


Aligning Key Success Factors to KPI’s

Balanced Scorecard

Board Dashboard

Review process

Having the right strategic conversation

COO Role in Regulation and Reporting

Rationale, types, limitations of regulation

Principle Regulators

Key Issues and Regulatory Change

Regulatory Reporting

Compliance Processes

Environmental reporting

Ethics and social responsibility

Partnering with the Regulator

COO Role in Strategic Risk Evaluation

Types of Risk

The risk culture

Fraud, Bribery and Corruption – Bribery Act 2010, FCPA

Operational Risk Three Lines of Defence

KRIs and KPIs

Control Frameworks

  • Relations with Internal and External Audit
  • Managing a crisis

Tracking progress, measuring success and reviewing performance Maximizing Shared Services Delivery

  • Compliance
  • Finance
  • Management Accounts and Statutory Financial Reports
  • Budgeting
  • Treasury
  • Role in Expense Management
  • Human Capital
  • Learning Organization
  • The course will cover how to write effectively for the board, including the use of Executive Summaries, how to logically structure reports, what to leave in and out of a board report, and how to develop a clear and concise writing style. It will also cover how to solve common mistakes made when preparing board papers.
  • Target Audience
  • This course is targeted at those with an intermediate or senior level of knowledge seeking to be updated with the latest developments, information and perspective including:
  • • Company secretaries
  • • Financial directors and preparers of financial and business performance information
  • • Any senior managers required to prepare business cases and board papers
  • • Corporate communication
  • • Investor relations officers
  • Executive Summaries
  • Outline the recommended reporting process – and the role of the executive summary in helping to avoid unnecessary redrafts of reports.
  • Outline the framework for effective executive summaries.
  • Apply the framework to participants’ upcoming reports (or examples if not applicable) – and review its application.
  • Participants write an executive summary for an upcoming report being prepared by their area of the business. Review and provide feedback.
  • Output: Participants understand a framework for executive summaries that they can apply to their area of the business.
  • Report Structure
  • Outline the recommended framework for structuring reports – the Pyramid Principle.
  • Apply the framework to participants’ upcoming reports (or examples if not applicable).
  • Participants design an outline report structure.
  • Review and provide feedback.
  • Output: Participants understand a framework for structuring reports that they can apply to their area of the business.
  • Writing Style
  • Outline the recommended framework for a clear, concise writing style.
  • Discuss the application of this framework to a series of examples.
  • Output: Participants understand a framework for writing clear, concise reports that they can apply to their area.
  • Performance Management
  • Role of technology
  • Key takeaways and lessons learnt

COURSE FEES: R3000.00 | US$150.00 per person

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