Roles and responsibilities (Student/Strategic business analyst)

• Conveys information about financial ratios calculated in part A and financial plan prepared in Activity 2 using language, format and style appropriate to the audience.
• Uses listening and questioning to confirm and clarify understanding.
• Gather feedback from the Supervisor and financial advisers about financial information to support decisions.
• Answer the questions asked by the Supervisor and financial advisers.

Roles and responsibilities (Supervisor)

• Understand and clarify information regarding the training organisation's financial plan.
• Ask the questions given in the Script provided.
• Provide feedback regarding the organisation's financial plan.

Roles and responsibilities (Financial advisers)

• Understand and clarify information regarding the training organisation's financial plan.
• Ask the questions given in the Script provided.
• Provide feedback regarding the training organisation's financial plan.

To conduct the meeting, you must follow the meeting process and the meeting script provided below.

Meeting process:

Before the meeting	1. meeting agenda. Confirm the meeting time and place with the trainer/assessor. Use the meeting agenda template provided to prepare the meeting agenda. 2. E-mail the following documents developed in Activity 1 and Activity 2 along with the meeting agenda to the meeting participants and request confirmation for the meeting. Template 14: Financial ratios. Template 16: Financial plan
During the meeting	1. Welcome the participants 2. Discuss the information about financial ratios and financial plan. 3. Clarify the understanding of the meeting participants. 4. Gather feedback from the Supervisor and Financial advisers regarding the financial plan. 5. Conduct the meeting based on the 'Meeting script' provided.
After the meeting	1. Summarise the agreed outcomes using the meeting minutes template provided. 2. Sumit the revised Financial plan to the trainer/assessor.

Meeting script: Meeting

Script: Meeting 1 The Operations Manager will first discuss the outcomes of financial ratios and the financial plan prepared in Activity 1 and Activity 2. The Operations Manager will then answer the questions asked by the Supervisor and Financial advisers.

Script for Supervisor and Financial advisers

General Manager will ask the following questions: 1. What is the current financial position of the business? 2. How will the financial plan address the short-term and long-term goals of the training organisation? Financial advisers will ask the following questions: 1. What is the basis for the development of sales forecast? 2. What will be the financial position of the business after the implementation of the business plan? After assessing the response of the Strategic business analyst, the Supervisor and Financial advisers will provide feedback on the financial plan and request to make any changes, if required.

MEETING AGENDA TEMPLATE:

1. Meeting Objective

Name	Department/Division	E-mail	Phone
2. Attendees

3. Meeting Agenda
Topic	Owner	Time

4. Pre-work/Preparation (documents/handouts to bring, reading material, etc.)
Description	Prepared by

MEETING MINUTES:

Meeting Minutes:
Date of Meeting: (MM/DD/YYYY)		Time:
Minutes Prepared By:		Location:
1. Meeting Objective
2. Attendance at Meeting
Name	Department/Division	E-mail	Phone
3. Agenda and Notes, Decisions, Issues
Topic	Owner	Time
4. Action Items
Action	Owner	Due Date
5. Next Meeting (if applicable)
Date: (MM/DD/YYYY)		Time:		Location:
Objective: