An Intensive 10-day Training Course
Due Diligence: Appraisal and Managementof Potential Investors and Partners
Attracting and Sustaining Productive Relationships
Course Introduction
This Oxford Management training course on Due Diligence is concerned with one of the most important activities in the development of oil and gas business – critical analysis and evaluation of potential investors and partners. The oil and gas industries are becoming more complex in structure, technology, competition and strategic choice. Consequently a company’s relationships with potential investors and partners now require a significantly higher standard of appraisal and focus than has been the case in the past. This high-level 10-day Oxford Course will concentrate on the application of leading-edge tools and techniques of due diligence in building effective relationships with these two strategically significant stakeholder categories.
Due diligence is multi-dimensional. It is based on an understanding of needs and objectives of potential investors and partners; their decision criteria; their compatibility with the strategic and operational objectives of our own company; and finally it requires a structured process by which attraction and integration of new investors and partners can be accomplished effectively in order to sustain continuous improvement in the profitable growth of the company.
This Due Diligence: Appraisal and Management of Potential Investors and Partners training course will highlight the following key topics:
- The changing dynamics of the global oil and gas business
- Due diligence in financial appraisal of potential investors and partners
- Due diligence in non-financial appraisal of potential investors and partners
- The specific challenges of partnering in alliances and joint ventures
- Best practice in managing investor and partner relationships
Modules
This course is split in two modules:
Module 1: Evaluating Collaborative Development Opportunities
Module 2: Managing Collaborative Development
Each module is structured and can be taken as a stand-alone training course; however, delegates will maximise their benefits by taking Module 1 and 2 back-to-back as a 2-week training course.
Objectives
At the end of this Due Diligence: Appraisal and Management of Potential Investors and Partners training Course, you will learn how to:
- Identify the precise characteristics of new investors and partners
- Evaluate the past performance and future potential of new investors and partners
- Select and engage with new investors and partners
- Anticipate and deal with the challenges of integrating new investors and partners
- Measure the strategic impact of adding the new relationships
Training Methodology
The training process is based on a carefully planned combination of highly focused inputs by the Course leader, using a balanced set of state-of-the-art presentation mechanisms. The emphasis will be on learning by examining major decisions in which the use of best practice principles of due diligence has been critical. Above all, the principles and approaches to this subject will be illustrated by reference to real-life organisations with which the Course leader has been personally involved.
In addition delegates will be encouraged to introduce issues for open discussion and creative thought. Specifically, we will use the following training methods:
- Presentations by the course leader on tools and techniques of due diligence
- Group work on case studies based on analysis, interaction and discussion
- Focused problem-solving exercises, including “outside the box” thinking
- Interactive discussions of issues that currently affect the company
- Creating personal and team plans for effective application of the Course
Organisational Impact
In sending delegates to this course on Due Diligence Appraisal and Management of Potential Investors and Partners, the company will gain the following benefits:
- A more professional approach to appraisal of development opportunities
- Introduction of due diligence into all aspects of decisions
- Top management having more confidence in the decisions of staff
- A creative and flexible approach to investor relations
- Sharper focus on the potential of partnerships, alliances and joint ventures
- Managers with a broader global perspective on investor / partner relationships
Personal Impact
In attending this Due Diligence Appraisal and Management of Potential Investors and Partners training course, delegates will acquire the following skills and competencies:
- Extending the boundaries of individual and team potential
- Improved creativity in developing the business
- Detailed understanding of the tools and techniques of due diligence
- Greater confidence in managing partnership relationships
- Applying collaborative approaches in sustaining profitable growth
- Introducing best practice in due diligence to all teams
Who Should Attend?
This Due Diligence Appraisal and Management of Potential Investors and Partners training course is designed to be relevant for a very wide range of experienced professionals - for example the following categories of managers:
- Corporate Finance Officers
- Data Managers and Analysts
- Strategic Planners and Investment Analysts
- Internal Auditors and Management Accountants
- Upstream and Downstream Operations and Supply Chain Managers
- Merger and Acquisition Specialists
- Alliance and Joint Venture Specialists
- Private Equity Specialists
- Asset and Facilities Managers
- Human Resource Managers
- Other individuals whose professional future would be enhanced by an understanding of current best practice in investor / partner analysis and appraisal
Course Outline
Module 1: Evaluating Collaborative Development Opportunities
- Changing Dynamics of Global Business
- Strategic Relevance of Due Diligence in Market Analysis
- Strategic Relevance of Due Diligence in Financial Management and M+As
- Market Analysis Data Search, Business Intelligence, Analytical Tools and Techniques
- Market sector attractiveness and Performance Potential for sustainable profitable growth
- Profit and Loss, Balance Sheet, and Cash-flow Analysis
- Evaluating the Financial Anatomy – Structure and Gearing, Robustness and Sustainability
- Quantitative and Qualitative Tools and Techniques of Risk Analysis
- Best Practices in Risk Management - A Structured Process and the emerging “Risk Engineering”
- Alternative Approaches to Strategic Planning Balancing Short-term and Long-term Projects
- Management and Control – dealing with Variance and Divergence
Module 2: Managing Collaborative Development
- Understanding the Criteria and Approaches of Different Types of Investor
- Managing Investor Relations as the Organisation Develops and Changes
- The Process of Partner Identification
- Financial Evaluation of Potential Partners
- Determining the Characteristics of Potential Partner(s)
- Refining the Short-list Process
- The Managerial Differences between a Strategic Alliance and a Joint Venture
- The Process of Agreeing the Business Case
- Negotiating the Terms of an Alliance or a Joint Venture
- Due Diligence in Aligning Strategy and Operations
- Due Diligence in Scenario Forecasting and Strategic Choice
Certificate
Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.
Accreditation
In association with
