Holistic Management® Financial Planning:
The Triple Bottom Line

COURSE DESCRIPTION: 
(Pre-requisite: Introduction to Holistic Management)

In this course you will learn how to create budgets and financial plans for personal use or for business. You will also learn how to make key financial management decisions and how to discern maintenance expenses versus investment expenses and how to prioritize spending to improve profitability. You will also learn how to make financial decisions that take into consideration environmental and social considerations for both the short and long-term. Lastly, you will learn effective monitoring techniques to keep the plan on course. We will explore how this type of financial planning integrates with accounting and other types of financial planning and asset growth management. We will be using simple Excel worksheets for the actual financial planning. You will need access to the financial person for at least two businesses.

COURSE OBJECTIVES:
1. How to create a budget
2. How to read financial statements
3. Understanding and applying the 7 testing questions of the Holistic Management Framework within Financial Planning
4. How to determine profitability
5. How to prioritize expenses
6. How to plan strategically
7. How to plan for the triple bottom line
8. How to develop production work plans
9. How to integrate financial planning with accounting
10. How to monitor a financial plan
11. How to track livestock inventory

TEXTS, READINGS, AND INSTRUCTIONAL

RESOURCES: Holistic Management® Financial Planning Manual: Healthy Land, Healthy Profit (2007). Holistic Management International.
Savory, Allan with Butterfield, Jody (1999). Holistic Management: A New Framework for Decision Making. Washington, DC:Island Press.
Butterfield, Jody, Bingham, Sam, and Savory, Allan (2006). Holistic Management Handbook: Healthy Land, Healthy Profits. Washington, DC: Island Press.