1. SSP IN Meeting 2011
Pre-working session
observations
Tuesday September 20th
Morning
Mary Waltham

2. Managing relationships with other parts of
the organization
• A common vision
– Organization mission, clear leadership
• Motivation
– Varies from department to department
• Commitment
– Essential from all departments: involve them at an early stage
• Communication
– Face to face, market your vision
• Potential barriers
– Entrenched interests, deep historical roots, conflicting sub-
cultures, invisibility

3. Suggested allocation of process for
group session 2
• Clarify the challenges
– Brainstorming
– Ranking
– Deciding
• 3 hours will go by quickly!
• How/are you creating value in your proposal(s)?
• How to make a successful case for funding within
the broader organization (no need to use all the
$$’s)?
• Choose presenter(s)
• Prepare presentation, group critique and finalize
slides

4. Negotiating for investment
• Buy-in for your vision
– a plan (qualitative and quantitative)
• The language of finance
– Cash flow
• Cash receipts minus cash payments before financing and dividends
– Profit & Loss
• A statement measuring the financial success of an operation over a
period of time (sales minus costs minus expenses equals
profits/surplus)
– Balance sheet
• A statement of the financial status of an operation at a specific date – a
snapshot of the financial position that summarizes the assets owned by
an operation and the way they are financed from liabilities and owners’
equity
• Assets (the valuable things that the operation owns); these are the
funds employed, i.e. what the company used its money for
• Liabilities (the creditors’ investment) and shareholders’ equity (the
owners’ investment) are the sources of funds, i.e. where the money
came from