Financial Training Plan Step 1: Evaluate

Wondering how to start a financial training plan for your business, cooperative, or non-profit? This is part #1 of a 3 part training plan that will prompt you to get started with democratizing your financials! #1 - EVALUATE The first step in any training plan is to assess what level everyone in your organization is at. This will help you best use your resources for evaluation and training later in the process.  Start with a general meeting and question prompts like the below in small groups or individually to [...]