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Employee, individual and entrepreneur

Speakers and trainers experienced in business management.

The training does not require any prior knowledge

Accessible to people with disabilities

réunion d'affaires

Training aims 

To manage your business optimally, you must master the different aspects of running a business. It is essential to understand the economic, legal, accounting and financial fundamentals.
This training will allow you to acquire complementary skills to your activity.

The program will allow you to:

  • Know the legal, tax and accounting obligations

  • Know the managerial obligations

  • Do a market study

  • Integrate the accounting and financial mechanism

  • Define a business plan

  • Set up the different indicators for your business

Training content

During the training, you will discover the methods and tools to work effectively on the following topics:  

Introduction :

  • What is a business?

  • What is Business Management?

  • What is the role of the leader?

Module 1 - Legal and fiscal environment of a company  

  • Know the legal, accounting and tax obligations of a company


Module 2 – Human and managerial environment  

  • Know the obligations of the employer

  • Know the obligations of the employee

  • Knowing and anticipating social risks

Module 3 - Marketing / Commercial  

  • Assess potential by market, by sector and by customer segment

  • Optimize marketing solutions

  • Define the pricing policy

  • Measure the effectiveness of the sales force

Module 4 - Accounting and finance  

  • Understanding accounting and financial information

  • Identify key items in the balance sheet and income statement of your company

  • Control overheads and production costs: direct, indirect, variable, fixed costs

  • Evaluate the breakeven point of your activity

  • Carry out a budget follow-up, the main deviations

  • Anticipate and manage cash flow, make financial forecasts

  • Develop an analysis approach: activity, profitability, financial balances, profitability

  • Evaluate profitability: gross margin, gross operating surplus, operating profit

  • Building balances: equity, working capital, working capital requirement

  • Understand the principle of net financial debt

  • Interpret debt ratios, cash flow, repayment capacity

Module 5 - Strategic choice  

  • Define a business plan

  • Set up dashboards and management

  • Optimize your profitability

Module 6 - The main indicators to put in place in a company

  • Commercial indicators: Turnover achieved and its evolution, distribution of sales by product, conversion rate, customer loyalty rate, etc.

  • Production department indicators: adherence to schedule, average manufacturing supply lead times, team performance and productivity, stock, etc.

  • Financial indicators: Supplier payment deadlines, financial expense ratio, etc.

  • Administrative indicators: evolution of administrative costs, percentage of payroll, staff turnover, etc.

Teaching style 

Face-to-face or remotely 

Estimated duration

2 p.m. (2 days)

Education language


Next session

Any time of the year


Contact us

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Training monitoring and evaluation system

  • Attendance sheets

  • Oral or written exercises and questions

  • Scenarios

  • Training evaluation forms.

Pedagogical means and training techniques

  • Reception of trainees in a room dedicated to face-to-face training in accordance with health measures

  • The use of the ZOOM platform in the context of distance learning

  • Projected training support documents

  • Theoretical presentations

  • Concrete case studies

Access for people with disabilities to training

A Disability pedagogical and administrative referent is at your disposal for any information concerning accessibility to training or for personalized requests.

To contact our Handicap referent: or  06 60 77 34 97 .

ÉVO Formation & Consulting


Our contact details

Address: 32 Rue Francine Fromont 69120 Vaulx-en-Velin


Phone:  09 87 14 69 53

Mobile:  06 60 77 34 97  


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