Presented By: Kevin Smith, COO 

Description/Learning Objectives:

In the retail environment, any upcoming project or program that involves funding will need to go through the Chief Financial Officer (CFO) before the project gets off the ground. Although facility management professionals, FMs, and their staff members understand the potential savings that these cost savings programs can generate, the challenge is to obtain approval and investment from these key decision-makers.

The challenge in securing approval for these programs is to write a proposal, from the decision-makers’ perspective, that addresses financial, operational and procedural issues that directly benefit the end goal. Using language that demonstrates an understanding of corporate goals, overall operations and the effect of the program goal on the bottom-line means that the project is more likely to be reviewed and approved. Providing pertinent information related to financial investment, return on investment and long-term savings in a clear, succinct format will improve the probability of approval – a tactic that works well for all proposals.

By attending this session, you will:
• Learn how to “make it easy for the decision maker to buy the idea”
• Understand how to “speak the right language when speaking to the decision maker”
• Discover the best way to present the proposal

Session Title: Approved! How to Speak and Gain Project Funding from Your CFO
Where: PRSM National Conference 2019
Date: Wednesday May 1, 2019
Time: 2:45pm – 4:15pm
Room: Spruce 2
Business Management Level: Intermediate