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The Voca Center
Financial Management Coaching: Individual
Coach: Steve Jorgensen
What to expect:
Ideal for Directors or Executive Directors who are responsible for the financial management of theorganization.
Coach will work with the Client to assess their strengths and weaknesses as a CEO responsible formanaging the organization’s finances.
Client will develop a self-improvement plan for managing organizations finances.
Coach will review the organization’s current financial reports with the CEO and the organization’s key financial officer, making recommendations as to ways that they could be improved (as needed).
Coach will work with the CEO and the financial person to establish reasonable expectations for their ongoing communications and reporting.
Monitoring of progress.
Initial meetings followed by monthly calls to monitor progress.
Development of a self-improvement plan for CEO.
Development of a clear agreement of expectations and communications between the CEO and the financial officer.
Improved financial management skills for the CEO will be developed.
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