Financial literacy sits at the center of success for all high-performance product teams. However, 95% of the Director-level graduates of my programs had no formal financial training because they have been busy being successful as product managers and product engineers. For the last three years I have been training and coaching high potential product technologists to produce real-life value-focused and financially grounded product strategy plans. I offer two proven programs, the Trusted Value Creator® (TVC) FOUNDATIONS Program and the Trusted Value Creator® (TVC) ADVANCED Program, designed for product teams to upgrade the financial rigor of their product planning.
UPGRADES THE FINANCIAL RIGOR OF PRODUCT PLANNING
INSTALLS A COMMON LANGUAGE FOR COLLABORATION
DEVELOPS A DEEPER BENCH OF HIGH POTENTIAL MANAGERS
RETAINS TALENT BY OFFERING DEVELOPMENT OPPORTUNITIES
Improves and speeds up product strategy planning.
Establishes a common language that accelerates collaboration.
Develops a deeper bench of high potential managers.
Provides career development opportunities that attracts and retains talent.
“For tech companies it is not so much if there are options to grow the portfolio as it is which options can also get the appropriate ROI. Toshi’s program helps technologists add the financial element to their decision-making process. He does this by providing concise steps and templates that our attendees honed by applying them to real life project plans. Toshi’s program is a must have for any technology company regardless of the market they are in.”
-Michael Buehler-Garcia, Vice President of Product Management
“Most of the engineers in the team are not thinking about value. We’re thinking about challenging problems to solve. We didn’t really have the tools. This course was the first one that changes the discussion and brings finance into the creation, the design, the evolution, the maintenance of products and bring it in as Value.”
-Anant Adke, Vice President of Engineering
“Toshi’s class is essential for R&D/Product Marketing teams to align and learn more about financial elements and language. He provides a working template for teams to gather their thoughts and ideas in a very well-organized flow. It allows teams to present to executive management why they need to invest in their programs. Managing large programs with significant investments are often complex from a product and financial standpoint, the class enables teams to learn what is necessary to operate at a different level financially.”
-Jean-Marie Brunet, Vice President of Product Management and General Manager of Hardware Assisted Verification
“Toshi’s class helped my managers express the expertise they already had in non‐financial areas (marketing or R&D) into the financial language that they need to make financially grounded decisions. It requires a completely different way of thinking. Classes like Toshi’s are going to be absolutely essential to promote that thinking.”
-Juan Rey, Retired, Vice President of Engineering
| 12-PART PRODUCT STRATEGY PLAN | [1] Headline, [2] Porter industry analysis, [3] company SWOT analysis and product SWOT analysis, [4] alternative product strategies, [5] scoring of alternatives, [6] pro forma assumptions, [7] pro forma templates, [8] risks and opportunities scoring, [9] action priorities, [10] milestone deadlines, [11] success metrics, [12] budget, headcount, information, authority |
|---|---|
| VALUE CREATION | Value, customer’s customer, annuity, asset, value creation, company assets, your contribution to value |
| VALUE METRICS | Discount rate, net present value (NPV), return on investment (ROI), internal rate of return (IRR), growth drivers, risk drivers, price-earnings multiple (P/E) |
| FINANCIAL MEASUREMENTS | Business system, financial statements, balance sheet, financing, equity, debt, financial leverage, investment, assets, capital expenditures, income statement, revenue, expenses, income, profit and loss (P&L) statements |
| REVENUE FORECASTING | Pro forma assumptions and templates, risks and opportunities, total addressable market (TAM), serviceable addressable market (SAM), serviceable obtainable market (SOM), orders, backlog, cash, revenue mix, pricing strategy, price negotiation |
| EXPENSE FORECASTING | Cost of goods sold (COGS), gross margin, operating expenses (OPEX), support OPEX, investment OPEX, cost allocations, headcount, fully loaded comp, operating margin, operating leverage, productivity, capacity utilization |
| OPERATING PROCESSES | Feedback learning loops, annual operating cycle of planning, execution, and review, principal-agent relationship, reviews with timely unbiased updates, renegotiation of targets and commitments |
| RESULTS-ORIENTED COMMUNICATION | Subtext, persuasion, performative language, commitment management, trust building, alignment, analysis, accountability |
PROGRAM NAMES |
TVC FOUNDATIONS |
TVC ADVANCED |
|---|---|---|
CONTENT |
|
|
TIME REQUIREMENTS |
|
|
INSTRUCTION & COACHING |
|
|
ELIGIBILITY |
|
|
START DATE |
October 23, 2023 January 8, 2024 |
January 15, 2024 |
INVESTMENT |
|
|
RETURN ON INVESTMENT |
|
© Executive Financial Literacy, Inc. 2023