Five-day professional program. Approximately 25-30 training hours. Final agenda, language and delivery arrangements are confirmed in the proposal.

Course Overview

Organize receivables monitoring and proportionate collection actions.

This proposed five-day program develops a structured approach through case analysis, facilitated discussion and practical working documents. Participants adapt the learning to their organizational context and produce a final receivables and collection action plan.

Learning Outcomes

Assess receivables lifecycle and customer terms.

Evaluate credit information and approval responsibilities.

Apply a structured approach to ageing analysis and collection prioritization.

Develop recommendations for customer communication and dispute coordination.

Prepare and present a receivables and collection action plan.

Who Should Attend

Finance professionals, budget owners, business analysts and departmental managers.

Relevant professional experience is recommended. Participant responsibilities and prerequisite knowledge are reviewed during scoping.

Training Methodology

Facilitated discussion, worked examples, anonymized case analysis, practical workshops, peer feedback and an applied final assignment.

Learning assessment may include a baseline discussion, review of working documents and a final presentation. Completion requirements are confirmed in the proposal.

Course Tools and Templates

Receivables lifecycle and customer terms working brief – proposed exercise document.

Credit information and approval responsibilities working brief – proposed exercise document.

Ageing analysis and collection prioritization working brief – proposed exercise document.

Customer communication and dispute coordination working brief – proposed exercise document.

Receivables and collection action plan – proposed exercise document.

Delivery Requirements

Classroom, live online and in-house formats can be arranged by agreement. Venue, platform, language, timetable, trainer and materials are confirmed in writing.

A laptop may be needed for planning and analytical exercises. Required software, access and prerequisite skills are agreed before delivery.

Course Customization

The proposed five-day agenda can be adapted to the participant group, sector and organizational objectives. Dates, fees, delivery suitability and final activities are confirmed in the written proposal.

Course Outline

Proposed sequence, subject to the agreed training proposal.

Day 1 – Receivables lifecycle and customer terms

Define the context, assess current practices and identify the key decisions relating to receivables lifecycle and customer terms.

Practical output: Receivables lifecycle and customer terms working brief

Day 2 – Credit information and approval responsibilities

Interpret sample information, compare suitable approaches and document assumptions for credit information and approval responsibilities.

Practical output: Credit information and approval responsibilities working brief

Day 3 – Ageing analysis and collection prioritization

Apply structured tools to an anonymized case and develop recommendations for ageing analysis and collection prioritization.

Practical output: Ageing analysis and collection prioritization working brief

Day 4 – Customer communication and dispute coordination

Review responsibilities, risks and follow-up measures through a practical exercise on customer communication and dispute coordination.

Practical output: Customer communication and dispute coordination working brief

Day 5 – Receivables control workshop

Integrate the course learning into a practical assignment on receivables control workshop; present recommendations and an implementation roadmap.

Practical output: Receivables and collection action plan