myCFOng Training Hub

2. Your Current Challenges

This is where we'll identify the specific problems you're facing.

Question 1: What is the main problem you're trying to solve with finance training?

A. Non-finance staff don't understand basic financial concepts, leading to poor decisions.

B. Our finance team's skills are outdated, limiting their strategic impact.

C. We lack the financial insights needed to make confident business decisions.

D. Our financial processes are inefficient, costing us time and money.

E. Other (please specify)

Question 2: How many people need this training? (Our minimum is 3 people.)

A. 3-10 people

B. 11-20 people

C. More than 20 people

D. I'm not sure yet

Question 3: How would you describe your company's current approach to finance training?

A. We've never done formal training—we just figure things out as we go.

B. We occasionally do internal sessions, but they're not very structured.

C. We have an established internal program.

D. We've used other external training providers before.

3. Your Vision for Success

Now, let's look at what a successful solution would look like.

Question 4: What specific skills or knowledge do you want your team to gain? (Select all that apply)

Foundational financial literacy for all staff.

Advanced analysis and modeling for finance professionals.

Budgeting, forecasting, and expense management.

Creating clear and impactful financial reports.

Helping our finance team become true strategic partners to the business.

Other (please specify)

Question 5: How would you measure the success of this training?

We want to see more accurate budgeting.

We'd like to see better understanding of financial statements.

We need to improve our team's confidence when discussing financial matters.

We want to see faster and more effective financial reporting.

Other (please specify)

Question 6: What's your biggest priority for the training experience? (Select all that apply)

Highly interactive and engaging sessions.

Practical knowledge they can apply immediately.

Comprehensive materials and post-training support.

A certification to validate their new skills.

Other (please specify)

4. Logistics & Next Steps

Let's talk about the practical details.

Question 7: On a scale of 1 to 10, how urgent is it for you to solve this problem?

1 (No urgency)10 (Immediate and critical)

Question 8: What is the estimated budget for this project?

Question 10: Is there any other information you'd like to share that will help us build the perfect solution for you?

Question 11: We can offer a free consultation to discuss your scorecard results and outline a tailored solution. Would you like to schedule that now?

A. Yes, let's schedule a call.

B. No, thank you.

Custom Finance Training & Knowledge Sharing Scorecard

1. Your Business Snapshot

2. Your Current Challenges

3. Your Vision for Success

4. Logistics & Next Steps