江苏地区Synergy Group——工厂财务总监的困惑第二期

江苏地区Synergy Group——工厂财务总监的困惑第二期

2014年2月19日
苏州 书香世家（月亮湾店）

参会人招募条件：
◆中外资工厂财务总监及以上级别
◆至今从事财税管理工作10年以上

本期关键词： Lean Finance、预算管理与预算合理性、办公室人员效率控制
Key words：Lean Finance, Budget Management, Office Staff Efficiency

▲Lean Finance在企业中的应用
上世纪70、80年代，日本丰田汽车工厂的JIT生产模式被欧美学者所发掘、研究，从此，“精益”这个词进入了全世界生产制造者的眼球。无论时间如何流逝、生产工艺如何提高，“精益”所代表的“杜绝浪费、提高整体生产效率”似乎始终保持着新鲜感和潮流性，永不过时。如今，众多学者们尝试将“精益”的理念放入企业管理领域的其他环节，对于“精益”来说，这是否将会是一个新的里程碑？又或者“水土不服”，无疾而终？
本期讨论点：
■讨论一：Lean Finance的真正含义？与Lean Supply Chain的异同点在哪？
■讨论二：Lean的理念与传统财务的碰撞；以及财务管理的过程中，是否存在不增值
                （浪费）环节？
■讨论三：如何实施Lean Finance，入手点在哪？
■讨论四：如何KAIZEN？

▲Lean Finance in corporation
The 1970s and 1980s, Japan's Toyota Motor factory JIT production model is explored and researched by the European and American scholars, since then, "lean" is the word into the world production of the manufacturer's attention. Regardless of time and how to improve the production process, "lean" represents "eliminate waste and improve overall production efficiency" seems to always maintain freshness and trends of production, and never become obsolete. Today, many scholars have tried to push this concept into other aspects of business management, for the "lean" is， whether will be a new milestone? Or "Not Acclimatized"?
■Discussion points：
■Discussion One：What is real Lean Finance？ What different with Lean Supply Chain？
■Discussion Two：The collision between Lean and traditional finance， and is there
    any non-value part in financial management？
■Discussion Three：How to run Lean Finance， which is the starting point？
■Discussion Four：How to KAIZEN？

▲预算管理——如何确认部门预算的合理性？
本期讨论点：
■讨论一： 财务在预算管理中的职能与定位？
■讨论二： 哪些部门的预算，存在财务核准的必要性？
■讨论三： 预算管理的流程，从哪一步着手？
■讨论四： 预算管理的理想化体制？

▲Budget Management——how to confirm rationality of budget from other department？
Discussion points：
■Discussion One： What is responsibility of finance in budget management？
■Discussion Two： Which budget of departments need finance approve？
■Discussion Three： What is the starting point in budget management process?
■Discussion Four： The sublimate structure in budget management.

▲如何控制办公室人员的工作效率？
知识性领域的工作，通常很难像流水线工人一样，用一些具体的数字来进行工作效率的考核。春节来临，在员工满心期盼今年年终奖到底是几薪、几钱的同时，是否有人同样在考虑，自己的工作是否尽职尽责，效率最大化了呢？也许这个问题有点资本家倾向，但不可否认，这也是部门“战斗力”的一种直接体现。作为部门的领导者，是否曾经因为这个问题而烦心呢？
本期讨论点：
■讨论一：如何设置KPI才能够提高员工的工作效率？
■讨论二：奖惩机制是否能够很好的提高工作效率？
■讨论三：企业文化熏陶能否有效改善员工工作效率？
■讨论四：Benchmark的讨论。

▲How to control the office staff efficiency?
The staff who works in the office, usually as difficult as assembly line workers, with some specific numbers to the efficiency of the assessment. Spring Festival approaching, when all of us are looking forward year-end rewards at the same time, also in considering whether someone, whether their work dutifully, to maximize the efficiency of it? Perhaps this seems a capitalist tendencies, but it is undeniable, it is also sector "combat" a direct expression. As a leader in sector ever since this problem bother them?
Discussion points：
■Discussion One：How to set up KPI to improve the staff working efficiency?
■Discussion Two：Is it a good method that incentive mechanism can improve efficiency?
■Discussion Three：Can influence of corporate culture improve employee productivity?
■Discussion Four：Discussion about benchmark.

流程安排
★13:30本期主持人介绍和简短个人分享
★13:40 讨论一：Lean Finance在企业中的应用
★15:00 讨论二：预算管理与预算合理性控制
★16:00 讨论三：办公室人员工作效率控制
★16:30 探讨内容规整与总结
★16:50 后续探讨活动计划制定
★17:00 活动结束

Agenda
★13:30 Introduce from moderator
★13:40 Part One： Lean Finance in corporation
★15:00 Part Two： How to confirm rationality of budget from other department？
★16:00 Part Three：How to control the office staff efficiency?
★16:30 Personal Summary
★16:50 Plan for next SG
★17:00 Finish