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KPMG全套内部培训教程

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KPMG全套内部培训教程3

KPMG全套内部培训教程3

CONSULTING
Consistency
Fonts, shading, shapes, pictures/images, verb tense, capitalization, arrows, titles, clip-art/diagrams, photos
Graphics should be conservative and professional, not flashy
Proposal Graphics
What are Proposal Graphics?
They’re worth 1,000 words when used properly and effectively
Great for page constraints
They show spatial relationships They break up monotonous text They convey information quickly Some evaluators focus primarily on graphics
CONSULTING
Message/Purpose
Architecture/Processes/Relationships
Flow/Starting Point
Placement/Size (Mockup)
Draft Graphical Elements
Action Caption
Review - Is the original message clear?
CONSULTING
第7页，共11页。
Proposal Graphics
Tips and Pointers
Clear Message (12) 5 - 7 Second Test (15) Flow and Entry Point (5)

2024年度KPMG全套内部培训教程

2024年度KPMG全套内部培训教程

2024/3/23
9
财务报表分析与解读
01
财务报表构成
财务报表主要包括资产负债表、利润表、现金流量表和所有者权益变动
表。这些报表反映了企业的财务状况、经营成果和现金流量等信息。
2024/3/23
02 03
财务分析方法
财务分析的方法包括比较分析法、趋势分析法、比率分析法和因素分析 法等。这些方法可以帮助审计师更好地了解被审计单位的财务状况和经 营成果。
内部控制评价流程
内部控制评价流程包括了解被审计单位及其环境、识别关键业务流程和控制点、评估控制 设计和执行的有效性等步骤。评价过程中需要采用穿行测试、重新执行等审计程序来验证 内部控制的有效性。
风险管理策略及措施
风险管理是组织识别、评估和应对风险的过程。风险管理策略包括风险规避、风险降低、 风险分担和风险承受等。针对不同类型的风险，组织可以采取相应的风险管理措施，如建 立风险管理制度、完善内部控制体系
阐述投资决策的基本流程，包括项目筛选、初步 分析、详细评估和投资决策等环节，帮助学员掌 握科学的投资决策方法。
风险评估与管理
介绍风险评估的基本概念、方法和工具，指导学 员识别、量化和应对投资风险，确保投资决策的 科学性和稳健性。
投资回报与敏感性分析
3
讲解投资回报的计算方法和评估标准，以及敏感 性分析在投资决策中的应用，提高学员对投资回 报和风险的综合评估能力。
2024/3/23
18
营运资金管理及优化建议
营运资金管理概述
阐述营运资金的概念、管理目标和 原则，帮助学员了解营运资金管理
的基本框架和核心内容。
流动资产管理
详细介绍现金、应收账款和存货等 流动资产的管理策略和方法，指导 学员优化流动资产结构，提高资金

企业培训-kpmg全套内部培训教程5 精品001

企业培训-kpmg全套内部培训教程5 精品001
Nancy Vetter Health Care 317 951-2420
Denise Lee CIM
703 747-7798
Greg Ralph Financial Services
212 954-6213
Jennifer Uyeda High Tech
650 404-4836
Mark Bowerman Knowlege Center
Guidelines/Hints • 5. Proposal Graphics • 6. Executive Summary
Who is This Guy, and Why Should I Listen to Him?
• 10+ Years of Personal Proposal Writing and Management Experience
• No Established Official Process Yet • Today’s Program Focuses on What Makes
a Good Proposal • Future Program Will Focus on Improving
the Process
repositories;
BDST Points of Contact
Ed Courtney Director
610 263-7141
Carl Rosenblatt Public Services 703 747-6508
Sharon Long Comm & Content
703 747-5490
• Need to improve proposal quality • Need to reduce the time spent responding

kpmg全套内部培训教程7

kpmg全套内部培训教程7

Winning Proposal Text
RFP Compliant Direct and Concise Client Specific Geographic Slant Specific Examples Tells How and Why Empathetic
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kpmg全套内部培训教程7
– If confused, consult with Partner, Proposal Manager, or Proposal Coordinator
• Don’t assume anything
• Be prompt with your sections - proposals depend on organization and punctuality
– Fight the temptation to dig in
• Think some more
• Compose graphics first (represent visually)
– Helps organize ideas
• Obtain pre-formatted section template and style guide from Proposal Coordinator
kpmg全套内部培训教程 7
PPT文档演模板
2020/11/2
பைடு நூலகம்
kpmg全套内部培训教程7
A Quotation for All Writers
•
• “IF I HAD MORE TIME, I WOULD HAVE WRITTEN A
SHORTER LETTER.”
PPT文档演模板
kpmg全套内部培训教程7

知名咨询公司KPMG全套内部培训教程1

知名咨询公司KPMG全套内部培训教程1
Explicit Messages Active Voice, First or Third Person, Present Tense, Positive/Confident (but not arrogant) Tone Avoid Adverbs and Overblown Writing Utilize Summary Graphics
Creating Effective Proposals
Writing an Effective Executive Summary
General Rules
Begin Early Follow RFP Instructions Highly Thematic Clear, Expository Writing
C O N S U L T I N G
Preparing and Writing II
Build Outline Outline Each Page Major Headings, Ideas and Graphics Map Themes and Discriminators to Headings
Hale Waihona Puke C O N S U L T I N G
Objectives
Get the Reader’s Attention Show our Understanding of the Problem
Insights/Perspectives
Summarize Key Parts of Our Approach/Solution - Focus on How Convey Confidence that KPMG is the Best Firm to do the Job - Why? Obtain Important Points/Themes from Major Section Writers

KPMG全套内部培训教程5

KPMG全套内部培训教程5
CONSULTING
Who is This Guy, and Why Should I Listen to Him?
10+ Years of Personal Proposal Writing and Management Experience Built a KPMG Consensus, speaking to:
610 263-7087
Greg Ralph Financial Services
212 954-6213
Jennifer Uyeda High Tech
650 404-4836
CONSULTING
பைடு நூலகம்
Presenter
Carl Rosenblatt BDST Manager, Public Services Tyson’s Tower 703 747-6508
Creating Effective Proposals
Introduction
CONSULTING
Why is This Course Important?
Proposals remain the primary way that KPMG wins new business For as successful as we are, we need to win a higher percentage of the opportunities we develop and the proposals we submit Need to improve proposal quality Need to reduce the time spent responding to RFPs 5 CPE credits!
CONSULTING

KPMG全套内部培训教程1——中房商学院

4
Preparing and Writing II
Build Outline Outline Each Page Major Headings, Ideas and Graphics Map Themes and Discriminators to Headings
5
Preparing and Writing III
Create Text Adapt Proposal Text (minimize direct lifts) Write Introductions, Linkages, Closing Points
6
Editing and Revisions
Ensure Good Draft for Red Team Review Seek BDM Review Seek Sr. Manager/Partner Review Don’t Skip Editor Fine Tune Continuously
7
Any Questions?
Carl Rosenblatt BDST Manager, Public Services Tyson’s Tower 703 747-6508
8
2
Objectives
Get the Reader’s Attention Show our Understanding of the Problem
Insights/Perspectives
Summarize Key Parts of Our Approach/Solution - Focus on How Convey Confidence that KPMG is the Best to do the Job - Why? Obtain Important Points/Themes from Major Section Writers

KPMG全套内部培训教程打印版PPT48页


Proposal Basics
Six Basic Proposal Principles
CONSULTING
You never get a second chance to make a first impression
A good proposal will not always win, but a poor one will almost always lose
CONSULTING
Proposal Basics
Graphics Development Process
CONSULTING
Message/Purpose Architecture/Processes/Relationships Flow/Starting Point Placement/Size (Mockup) Draft Graphical Elements Action Caption Review - Is the original message clear? Refine (often go through several iterations) Review again
proposal
Write to win, or don’t begin
Proposal Basics
Typical Opportunity Scenarios
Request for Proposal (RFP) Opportunity from Partner/BDM/Sr. Manager
No RFP No formal requirements statement
Bus. Development is doing your homework (studying); proposals are taking the test

2024年度管理课件KPMG全套内部培训教程7


成果评价
对项目成果进行综合评价，包括项目 目标的达成度、项目质量、项目效益 等方面。
2024/3/24
经验总结
对项目过程中的经验教训进行总结和 归纳，为后续项目提供借鉴和改进方 向。
持续改进
根据项目评价结果和反馈意见，对项 目管理和团队协作进行持续改进和优 化。
33
THANKS FOR WATCHING
17
绩效管理
制定绩效计划
根据组织目标和岗位职责，制定具体的绩效计划，包括绩效指标、 目标值、权重和考核周期等。
绩效辅导与沟通
定期对员工的绩效进行辅导和沟通，了解员工的工作进展和困难， 提供必要的支持和帮助。
绩效考核与反馈
按照绩效计划对员工的工作绩效进行考核，给出客观公正的评价结果 ，并针对员工的不足之处提出改进意见和建议。
管理课件KPMG全套 内部培训教程7
2024/3/24
1
2024/3/24
目录
• 引言 • KPMG管理理论概述 • 组织架构与职责划分 • 人力资源管理 • 财务管理与资金筹措 • 市场营销与客户关系管理 • 项目管理与团队协作
2
CHAPTER 01
引言
2024/3/24
3
目的和背景
提升员工专业能力
制定详细的营销计划，包括营销活动的安排、预算的制定和执行、 营销效果的评估等，确保营销策略的有效实施。
25
品牌建设与维护
2024/3/24
品牌定位
明确品牌的核心价值和特点，确立品牌在目标市场中的独特地位 。
品牌传播
通过广告、公关、销售促进等手段，将品牌形象传递给目标市场和 客户群体，提高品牌知名度和美誉度。
。
发展阶段

kpmg全套内部培训教程3


Tips and Pointers
• Clear Message (12) • 5 - 7 Second Test (15) • Flow and Entry Point (5)
– Left-to-right, top-to-bottom, or center out
• Organization (2) • Balance/Symmetry (6, 10) • Appropriate Size (2, 8, 16) • Use Shading to Provide Contrast (1, 8)
More Tips and Pointers
• Consistency
– Fonts, shading, shapes, pictures/images, verb tense, capitalization, arrows, titles, clip-art/diagrams, photos
• Graphics should be conservative and professional, not flashy
Symptoms of Bad Graphics
• Too much text (1,4) • Too much white space (14, 17, 19) • No clear message (1, 3, 4) • No clear entry point (1, 3, 4, 9) • Excessive use of “red” - sounds an alarm • Poor balance/symmetry (19) • Poor shading/contrast (2, 9, 17) • No consistency (4, 10)
Graphical Elements
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Proposal Manager
– Day-to-day management of the proposal team, sections, and production; sets schedule and delegates assignments; ensures punctual completion of proposal tasks and overall proposal quality; owns the proposal creation process; works with Partner to create themes.
Creating Effective Proposals
Proposal Process
CONSULTING
The Proposal Itself
Following the process Planning, planning, planning
The RFP: Obtaining Yourg Pieces
Typical Proposal Outline
– Executive Summary – Technical Approach/Work Plan/Project Schedule – Staffing Qualifications/Resumes – Project Management – Team Quals/Past Performance (project engagements) – Cost – Assumptions
Proposal Coordinator
– Copies and distributes RFP/OFS; creates and enforces proposal calendar; manages version control for all sections; helps coordinate production/delivery effort.
What to Do When There is No RFP
Refer to the Opportunity Fact Sheet (OFS) filled out by the KPMG Partner/BDM/Sr. Manager
Contains much of the information found in an RFP Serves as the RFP for the proposal
Include RFP requirements and evaluation criteria numbers for writer reference
Filename
RFP Sect. #s
Section Title
Writer
Draft Review Done Done
1_exsumm
1.0
Executive Summary
Proposal Coordinator - assigned by Partner, copying responsibility Recipients:
Partner Proposal Manager BDM(s) Support staff Writers Legal Counsel (if appropriate) Always keep extra copies on-hand
Organizing the Proposal Response
Proposal Roles/Responsibilities
Partner
– Works with BDM/Sales Lead to validate client needs; identifies and assigns proposal team resources; approves proposed KPMG approach and final pricing; reviews proposal prior to production; signs proposal.
Johnson X
Developing a Calendar/Schedule
Key events:
Proposal kickoff Storyboards - section brainstorming sessions Draft questions about RFP due to client contact Final questions due to the client Drafts due (Blue Team, Red Team, Final) Final manager/Partner review(s) Work plan and costing due dates Final edit and formatting (together if possible) Production (print, proof master, copy, assemble, and ship!) Proposal delivery time Other RFP dates such as orals and contract award Any scheduled absences/vacations of team members
Analyze the Business Opportunity outlined in the OFS just as you would an RFP
Is there a compelling reason to bid?
Rely on the KPMG contact’s knowledge about the client, the opportunity, and the competition
Proposal Contact List Calendar/Schedule Production Checklist
Develop Outline with Assignments
Use the proposal format section number of the RFP
Mirror RFP section numbers/titles verbatim