Operational Foundations to Support Business Growth

Knowledge Bureau Certificate Courses

Categories: Bookkeeping and Accounting, Investment & Retirement, Succession & Estate Planning, Tax Planning

Your Instructors: Jenifer Bartman


Planning for sustainable growth requires a framework for operations around which client relationships can be built and retained. Learn how to structure the core operational areas that are required to successfully build and manage a company, including finance, administration, sales, marketing and staffing, as well strategies to grow a market-driven business someone will eventually buy.

Why is this course especially timely?

Business leaders recognize that client relationships are integral to long term success, but this can only be achieved with the support of the right management and operational environment. The focus of this course is on establishing and enhancing a company’s operational framework, within which product and service offerings are developed and distributed into the marketplace.

Content description and key benefits

Learn how to structure the core operational departments that are required to successfully build and manage a company (i.e., finance, administration, sales, marketing, staffing, production & delivery of products/ services), as well as the policies and procedures that put business owners in the position to grow a market-driven, sustainable business that could ultimately be transferred to someone else.

Student benefits include:

  • A better understanding of the key functional areas of a company;
  • Insight into the framework that should be in place to generate successful and sustainable performance;
  • A tangible approach to building and maintaining a company’s operational foundation, increasing the likelihood that it could be transferred to someone else.

Certified Skill Sets

  1. Areas that are critical for a business leader to review and monitor
  2. The key components of an organizational structure
  3. An understanding of policies, procedures, and systems
  4. The key aspects of the finance and administration function
  5. The key aspects of the sales and marketing function
  6. The key aspects of the human resource function
  7. How action planning and implementation can be used to build and improve an operational structure

Course components and software tools:

  • Knowledge e-Journal in Virtual Campus
  • Chapter Quizzes and Case Studies, Examination, Course Evaluation, Certification and CE Accreditation
  • Knowledge Bureau Report – weekly e-newsletter for breaking tax and investment news.
  • Tuition Fee Tax Receipt T2202A

Evaluation components:

Chapters end with a multiple-choice quiz and a true-to-life case scenario found online, which test the practical application of the key concepts covered in the course.

A review before the examination, called the Practice Management Thesis (PMT) prepares the student with a conference call with the instructor, testing the practical application of course work. This focuses on applying the course topics to the student’s own organization to determine how their current overall operational structure/environment measures up and then to develop an action plan for improvement.

A final online exam is required for certification and examination.

In-Person Presentation and Guidance. Scheduled as a one-hour conference call with the instructor to discuss issues related to business operations and the company at hand, including action planning.  The PMT will include a list of topic areas as a guide for the conference call.

Marks are allocated as follows: 25% Chapter Review Exercises, 25% Case Study participation and 50% final exam. Honors Bar:  90% or better on the examination. Pass mark is 60%

Time allotment:

Actual time spent on this course is influenced by factors such as the student's background and individual learning style.  Average time is 30 hours. Maximum time is 3 months.

Related Programs

Executive Business Growth Program

Table of Contents

Chapter 1:
Introduction: Differing Perspectives
Chapter 2:
The Business Leader’s Vantage Point
Chapter 3:
Organizational Structure
Chapter 4:
Policies, Procedures, and Systems
Chapter 5:
The Finance & Administration Functions
Chapter 6:
The Sales & Marketing Functions
Chapter 7:
The Human Resources Function
Chapter 8:
Building and Delivering Products and Services
Chapter 9:
Developing an Action Plan
Chapter 10:
Implementation & Next Steps