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Foundations of Financial Analysis for IT Projects

Gain the commercial mindset

Understand the language of the executives and boardrooms to be able to articulate benefits and trade-offs.

6 PDUs

Collect Professional Development Units to maintain your certification and professional profile

Build convincing business cases

Gain the skills and toolset to create and present detailed and well-thought business cases and proposals.

Course overview

  1. Detailed overview of key financial metrics and formulae that any project professional is expected to know

  2. Step-by-step process of conducting cost-benefit analysis and preparing a business case

  3. Explanation of financial concepts in simple terms with examples

  4. A downloadable cheat-sheet of all key terms, definitions and formulae per each module.

  5. A hands-on practical assignment to perform a financial analysis of a business situation and prepare a business case for a change.

Course description

In today’s technology landscape, just delivering projects on time and within scope is not enough. Senior stakeholders and executive boards demand clear justification for every dollar invested.

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Foundations of Financial Analysis for IT Projects equips business analysts, product owners, and project managers with the commercial acumen required to evaluate initiatives, model financial trade-offs, and build convincing business cases. 

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We will study how the enterprises make decisions, learn how to compare options and justify spending as well as keep track of project execution and benefits realisation.

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What You Will Learn

  • The commercial mindset and the language of finance: Read and interpret core financial statements (Income Statement, Balance Sheet, Cash Flow) and master the strategic implications of CapEx versus OpEx.

  • Core investment metrics: Calculate and apply Discounted Cash Flows, Net Present Value (NPV), Payback Periods, Profitability Index, and Break-even Analysis.

  • Conduct cost-benefit analysis: Structure direct and indirect costs, quantify tangible and intangible benefits, and stress-test assumptions using sensitivity analysis.

  • Build and defend executive business cases: Create compelling business cases.

  • Govern project value after the business case is approved: Navigate agile versus traditional funding models, monitor project execution, and implement benefits realisation plans to measure business impact.

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You will get exposure to the theory and practice of applying financial analysis to IT initiatives and will have an opportunity to evaluate your own business case and defend it in front of a CFO in a guided practical assignment.

Course syllabus

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