Final Strategy
Levels of Financial Excellence
Gold
Silver
Bronze
Gold
Silver
BronzeBudgeting, Accounting,
Bookkeeping, etc.
Strategic
Budgetin
g
ROI Tracking
and Reporting
External Sources
of Revenue
Why ROI?
Why ROI?
Tracking investments to find out what works, what doesn’t, and
what can be improved.
Two ROI Concepts
1Hard 2Soft
Hard Soft
0 Numbers 0 Direct Profit 0 Inventory for the LC0 Etc.
0 Surveys 0 Member
development 0 Culture 0 Training 0 Etc.
Two ROI Concepts - What
Hard Soft
0 Numbers 0 Direct Profit 0 Formulas 0 Graphs / Tables 0 Efficiency
0 Surveys 0 Member tracking
(talk to TM!) 0 LC performance /
activity 0 LC Culture 0 Hours of meetings
attended0 Long term tracking
Two ROI Concepts - How
Budgeting,
Accounting, Bookkeeping,
etc.
Strategic Budgeting
ROI Tracking and Reporting
What to do with the data
you collect?
Feed it back into your budget for
smarter predictions and better
investments!
Why External Sources of Rev.?
Why External Sources of Rev.?
Nottingh
am
Birmin
gham
Aston
Man
ches
ter
South
ampto
n
War
wickLee
ds
Readin
gLSE
Newca
stle
Sheff
ield
City
Bristo
l
UCL-SOAS
-10000
-5000
0
5000
10000
15000
20000
Why External Sources of Rev.?
dream BIG