Topic outline

  • 阶梯内容 | Stage Content


    通过五阶梯培训课程登上您职业生涯的新高度

    Upgrade Your Professional Career Through the 5-Stages Training Program


    五阶梯培训课程中文版总共包含五次培训,每次培训课堂研讨三天,另加部分网上课堂活动。|  The 5-Stages Program in Chinese language consists of five seminars in total. Each seminar consists of three days classroom session plus learning activities in our online training room.

    如果是公开课,每位学员可以根据自己的培训需求和时间安排,自由选择阶梯培训课的前后顺序报名。想获得CA管控师证书的学员,必须完成相应阶梯的培训。| Each trainee can freely choose the order of the stage seminars according to his/her individual training need and time schedule. Trainees who want to obtain the Controller Certificates of CA must complete the corresponding number of seminars.

    下面是中文版五阶梯公开培训课的内容概览。| Please find the content outline of the five stage seminars in Chinese language as public courses in the following sections.

    如果需要企业内训,所有阶梯培训课的内容、语言和时间安排可以按照您的要求量身定制。| For in-house training purpose, the content, training language and time schedule of all stage seminars can be customized according to your specific requirements. 

    如果您需要更多信息,请联系我们。| If you need more information, please contact us. 


    常见问题 | FAQ        学员反馈 | Alumni Testimonial        客户举例 | Client Reference

    开班计划 | Course Schedule        培训报名 |  Course Enrolment        联系我们 | Contact Us


    • 第一阶梯:管理控制和管理控制师 | Stage 1: Controlling & Controller


      关于管理控制和管理控制师您应该知道的一切

      Everything you should know about controlling and controllership


      第一阶梯培训课为学员提供德语国家管控实践的概览,介绍德资企业管控体系最重要的组成部分和方法,讲解优秀的管控师必须拥有的一体化视野以及正确的思维方式和心态。 本阶梯可以说是整个五阶梯培训课程的精髓。

      The Stage 1 Seminar provides an overview on controlling practice in German-speaking countries, introduces the most important components and methods of controlling in German businesses, explains the integral view of controlling as well as the right mindset and attitude which a good controller should have. The Stage 1 Seminar can be seen as the essence of the entire 5-Stages Program.



      内容提要 | Content Outline

      • 管理控制和管理控制师的基本理念 | Basic ideas on controlling & controller

      • 管理控制的财务会计和管理会计信息基础 | Financial & management accounting as information sources for controlling

      • 管理控制对战略,业务和财务的一体化视野 | Strategy, business activities, and finance: the holistic view of controlling

      • 企业计划和管理报表体系 | Business planning & reporting systems

      • 内部经营绩效的测量和管理 | Performance measurement und management

      • 管理控制师的职能和管理控制工作的组织 | Controller’s functions and controlling organization


      如果您需要更多信息,请联系我们。


      常见问题 | FAQ        学员反馈 | Alumni Testimonial        客户举例 | Client Reference

      开班计划 | Course Schedule        培训报名 |  Course Enrolment        联系我们 | Contact Us



      • 第二阶梯:管理控制工具箱 | Stage 2: ControllingTool box


        掌握思路、方法和工具以提高企业的盈利性和流动性水平

        Master ideas, methods and tools for improving profitability and liquidity of your business



        第二阶梯培训课向学员介绍管控课题细分领域的具体方法、思路和工具,研讨管控师如何帮助企业实现企业的目标,特别是改善和优化企业的盈利性和流动性。

        The Stage 2 Seminar introduces the trainees to specific methods, ideas and tools in different fields of controlling, and discusses how controller can help the company to achieve its objectives, especially to improve and optimize the profitability and liquidity of the company.



        内容提要 | Content Outline


        • 通过对销售的管理控制加速企业增长 | Accelerating growth through sales controlling

        • 产品成本的管理控制 | Product Cost Controlling

        • 结构成本(期间费用)的管理控制 |  Structure Cost (Indirect Cost/Overhead) Controlling

        • 固定资产和其他投资项目的管理控制 | Capital expenditures /  investment controlling

        • 企业营运资金的管理控制 | Working Capital Controlling

        • 用财务和非财务指标测量和管理经营绩效 | Measuring and managing business performance using financial and non-financial ratios


        如果您需要更多信息, 请联系我们。

        • 第三阶梯:管理控制的实践 | Stage 3: Controlling Implementation


          扩展并运用您的管控知识做好企业决策支持

          Expand and apply your controlling knowledge for better decision support



          第三阶梯培训课邀请学员运用在第一和第二阶梯学到的管控知识帮助一个案例企业解决管控实践中的问题。学员将研讨如何改进和优化企业的管控体系,以变革使者的身份推动企业发展。另外,本阶梯还将研讨部分管控专题,比如风险管理、以企业价值为导向的管控,以及管控职能部门(自身)的管控等。

          The Stage 3 Seminar asks the trainees to apply controlling knowledge learnt in Stage 1 and 2 for solving different problems in the controlling practice of a case company. It enables discussion about how to improve and optimize controlling system and how to become a agent of change promoting business development. In addition, it also presents some specific topics of controlling, such as risk management, value-based controlling, and (self-)controlling of controlling function etc.



          内容提要 | Content Outline


          • 为提升企业绩效进行全方位快速诊断 |  Holistic and quick audit for improving business performance

          • 建立企业内部的管理会计体系 | Building up an internal management accounting system

          • 设计和落实企业的战略规划和财务预算体系 | Design & implement a company-wide strategic planning and budgeting system

          • 同步计划企业的盈亏、资产负债和现金流 | Simultaneous planning of profit & loss, balance sheet, and cash flow

          • 企业风险的管理控制和把握 |  Risk management and controlling

          • 公司价值的管理控制和提升 | Value-based controlling & management

          • 管控职能部门的自我管控 | Self-controlling of controlling function


          如果您需要更多信息,请联系我们。| Please contact us if you need more information.


          常见问题 | FAQ        学员反馈 | Alumni Testimonial        客户举例 | Client Reference

          开班计划 | Course Schedule        培训报名 |  Course Enrolment        联系我们 | Contact Us


          • 第四阶梯:管理控制报表和沟通 | Stage 4: Reporting & Communication


            不用担心即将到来的报表机器人:成为一名成功的沟通专家和领导身边不可或缺的对话伙伴

            Don't worry about the coming reporting robot: Become a successful communicator and irreplaceable business partner to your management!



            以管控报告工作为例子,第四阶梯培训课着重讨论沟通这一个对于管控工作成败至关重要的课题,讲述商务沟通的成功法则,介绍相关实用技巧。学员还将通过一个项目管控案例的场景模拟和角色扮演,加深对优秀的管控师应有的思维方式和心态的理解。

            Taking management reporting as an example, the Stage 4 Seminar is focusing on the topic of communication which is critical to the success of controlling practice, explains the S-U-C-C-E-S-S rules for professional business communication, and introduces some relevant practical skills. Participants will also deepen their understanding of the mindset and attitude a good controller should have based on the role play in a simulated case of project controlling.


            内容提要 | Content Outline


            • 企业组织发展进程中的管理控制师 | Controlling and Organizational Development

            • 项目的管理控制 | Project Controlling

            • 企业变革的全方位思维和行动 | HolisticThinking and Acting for Change

            • 接收者为导向的管理控制报告和图表编制的实用提示 | User-Oriented Reporting and Practical Hints for Controller’s Charts and Tables

            • 战略导向的企业绩效管理和报表工作 | Strategy-Aligned Performance Management and Reporting

            • 部门间的沟通和合作 | Communication and Co-operation

            • 团队合作和管理控制师的领导素质 | Team Work and Leadership Competences of Controller


            如果您需要更多信息,请联系我们。| Please contact us for more information.


            常见问题 | FAQ        学员反馈 | Alumni Testimonial        客户举例 | Client Reference

            开班计划 | Course Schedule        培训报名 |  Course Enrolment        联系我们 | Contact Us


            • 第五阶梯:管理控制会议演示和主持 | Stage 5: Presentation & Moderation


              增强您在团队合作中的说服力和领导力以解决复杂的管控问题

              Enhance your persuasiveness and leadership in teamwork for solving complex controlling problems 



              第五阶梯培训课主要和学员研讨如何在不同的团队场景中做好演示报告, 主持好团队讨论,并加强一名优秀的管控师应有的说服力和领导力,以推动企业内部团队解决复杂的管控问题。

              The Stage 5 Seminar will discuss how to make good presentations in different team scenarios, facilitate team discussions, and strengthen the persuasive power and leadership which belong of the characteristics of a good controller who has always to solve complex business problems in team.



              内容提要 | Content Outline


              • 管理控制是解决复杂问题的团队合作 | Controlling as team work for solving complex problems

              • 高效团队的特征和团队合作的成功要素 | Characteristics of high performing teams and success factors of team work

              • 管理控制师如何主持小组讨论和大型会议 | Facilitation and moderation of small groups as well as plenary session

              • 如何在大型会议上做演示报告 | Presentation in front of a plenary audience

              • 信息视觉化、报告演示和会议主持的技巧和行为提示 | Behavioral hints and techniques of visualization, presentation and facilitation

              • 模拟情景下的课堂案例练习及其现场反馈和评点(包括现场录像分析)| Classroom exercise based on case simulation and feedback from other participants (including video-based evaluation)


              如果您需要更多信息,请联系我们。| Please contact us if you need more information.