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Financial Policies

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Financial Policies

Financial policies may be regarded as the most important business policies of the organization. It depends on the entire success and failure of a business unit of the organization. Proper and careful framed financial policies help to the effective utilization of the resource like men, machine, market, method, materials and long term survival of the business while improper framed financial policies are ruining to the business activities of the organization.

 Financial policies are essential to the organization. They are as listed below:

  • To know the capital requirement of the organization in terms of short, medium, and long term-and know the how-to procurement and effective utilization of finance in the organization.
  • The method of raising funds and the ratio between the various types of sources of funds, particularly the proportion of owning funds to borrow funds.
  • Utilizations of the funds and the ratio between different types of assets.
  • The credit policy,   declaration, and distribution of dividend to the shareholder.
  • Profit policy, provisions for taxes, renovations, and modernization of plants and machinery.

            Costing policy includes the policy for selecting the method of cost, the method of allocating, apportioning, reapportioning, and absorbing overheads.

            Accounting policy includes the following areas:

  • The basis of valuation of stock in trade at the year-end; whether at a total cost, or at direct cost or at works costs.
  • The issue price of the raw material; whether to follow first in first out method or last in first out method or average cost or any other methods of issue of raw materials
  • Depreciation policy; whether the straight-line method or reducing balance method or mileage method or any other method.
  • The treatment of deferred revenue expenditure, intangible assets, fictitious assets, and preliminary expenses.
  • Capitalization of expenditure during the construction period
  • The policy for the provision of bad and doubtful debt, investment losses, etc.

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Syllabus BHM308

01 Organizational Strategy

  1. Mission
    1. Mission Statement Elements and its importance
  2. Objectives
    1. The necessity of formal objectives
    2. Objective Vs Goal
  3. Strategy
    1. Developing Strategies
      1. Adaptive Search
      2. Intuition search
      3. Strategic factors
      4. Picking Niches
      5. Entrepreneurial Approach

02 Environmental and Internal Resource Analysis

  1. Need For Environmental Analysis
  2. Key Environmental Variable Factors<
  3. Opportunities and Threats
    1. Internal resource analysis
  4. Functional Areas Resource Development Matrix
  5. Strengths and Weaknesses
    1. Marketing
    2. Finance
    3. Production
    4. Personnel
    5. Organization

03 Strategy Formulation

  1. Strategy (general) Alternatives
    1. Stability Strategies
    2. Expansion Strategies
    3. Retrench Strategies
    4. Combination Strategies
  2. Combination Strategies
    1. Forward integration
    2. Backward integration
    3. Horizontal integration
    4. Market penetration
    5. Market development
    6. Product development
    7. Concentric diversification
    8. Conglomerate diversification
    9. Horizontal diversification
    10. Joint Venture
    11. Retrenchment
    12. Divestiture
    13. Liquidation
    14. Combination

04 Strategic Analysis and Choice (allocation of Resources)

  1. Factors Influencing Choice
    1. Strategy formulation
  2. Input Stage
    1. Internal factor evaluation matrix
    2. External factor evaluation matrix
    3. Competitive profile matrix
  3. Matching Stage
    1. Threats opportunities – weaknesses – strengths matrix (TOWS)
    2. Strategic position and action evaluation matrix (SPACE)
    3. Boston consulting group matrix (BCGM)
    4. Internal – External matrix
    5. Grand Strategy matrix
  4. Decision Stage
    1. Quantitative Strategic Planning Matrix (QSPM)

05 Policies in Functional Areas

  1. Policy
  2. Product Policies
  3. Personnel Policies
  4. Financial Policies
  5. Marketing Policies
  6. Public Relation Policies

06 Strategic Implementation Review and Evaluation

  1. McKinsey 7S Framework
  2. Leadership And Management Style
  3. Strategy Review And Evaluation
    1. Review the underlying bases of Strategy
    2. Measure Organisational Performance
    3. Take corrective actions