Requesting Manager Approval
To help you request for managerial approval, we’ve crafted an email template for you to use:
Hi [Insert name], I’ve found an online course called Financial Planning & Analysis Bootcamp (links), and I’m writing to request your approval to make the purchase. The course covers technical and soft skills, such as reporting, financial modeling, and business partnering. Based on the content I’ve seen, I believe I’ll be able to bring back actionable techniques that I can apply to our efforts to improve [add job-related goal here]. You can view the course curriculum, components, and other details here. It’s 4 two-hour-long live workshops via Zoom with the instructor, an experienced FP&A Manager with 12 years of leadership experience at Procter & Gamble, Unilever, and Squarespace. In addition, I’ll also get to: ● Practice skills in a safe environment, such as telling the financial story of the business, improving accountability without “policing”, and gaining insights through business partnering and financial modeling. ● Learn with a select group of fellow students during small group discussions, getting direct advice and feedback ● Bring back hand-outs, cheatsheets, and frameworks that I can share with the team I think participating in this course would especially help me on these projects: – [add project or initiative] – [add project or initiative] – [add project or initiative] The course is held online via Zoom, which means it won’t require airfare or lodging expenses. The total cost is $ 1,200. Thank you for considering this request. I’m happy to talk with you if you’d like any further information. Regards, [Insert your name]
Hi [Insert name],
I’ve found an online course called Finance Transformation Bootcamp, and I’m writing to request your approval to make the purchase.
The course covers technical and soft skills, such as process optimization, strategic planning and change management. Based on the content I’ve seen, I believe I’ll be able to bring back actionable techniques that I can apply to our efforts to improve [add job-related goal here].
It’s 7 two-hour-long live workshops via Zoom with the instructor, former Microsoft FD and experienced Finance Transformation trainer.
In addition, I’ll also get to:
- Learn the core concepts and best practices required for delivering a game-changing finance transformation project.
- Understand how to design, plan, and execute successful transformation initiatives.
- Embed process optimization to streamline operations and boost productivity.
- Use change management skills to drive successful adoption of new technologies.
- Identify and implement cost-effective technology solutions.
- Present information, insights, and recommendations for data-driven decision-making.
- Feel confident leading and managing large-scale transformation projects.
I think participating in this course would especially help me on these projects:
– [add project or initiative]
– [add project or initiative]
– [add project or initiative]
The course is held online via Zoom, which means it won’t require airfare or lodging expenses. The total cost is $ 1,270.
Thank you for considering this request. I’m happy to talk with you if you’d like any further information.
Regards,
[Insert your name]
