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Evaluating Management Effectiveness

This course helps lenders develop skills to assess the borrower’s management performance and potential.

The course shows lenders how to both observe and interview company managers, applying a three-level scale of management effectiveness that enables the lender to identify management strengths and weaknesses in the areas of market understanding, product/service competitiveness, and ability to secure and manage resources.

The program also teaches techniques for writing a meaningful management discussion-one that identifies and evaluates risk instead of providing a mere resume of credentials. (One-day course).

Some participant comments:

  • “After taking this course, I’ll focus more on the management section of my write-ups and ask more pointed questions of management.”
  • “This course makes you see why management really is the #1 source of repayment.”
  • “The course was focused, yet entertaining. It provided lots of food for thought.”
  • “The Pyramid of Management Effectiveness is very helpful. I am in business development, and this course will help in structuring face-to-face interviews.”
  • “The strength of this course is that it presents a systematic approach to evaluating management.”
  • “The course provided me with info to “re-think” my approach to evaluating management.”

Please click here for a more detailed overview of the Evaluating Management Effectiveness course.

To talk with us about customizing this course for you, please call (616) 399-8036 or send us an E-mail.

Didn’t Find the Course You’re Looking For?

We’ll work with you to develop a course which will meet your unique training requirements. You may also want to click here to see some of the courses we are currently considering for future development.