The Principa Online Learning Modules allow members to access online training programs that they can pursue at their own pace and at their preferred time.

The training modules are best viewed at a screen resolution of 1024 x 768 or higher. You must allow ActiveX and enable popups to successfully view the modules. All training modules have a navigation menu for you to pause or go back to review any of the content.

Principa U Learning Modules

1. Client Base Analysis
2. Client Selection Criteria
3. Four Quadrants
4. Identify Critical Processes
5. Keys to Leverage
6. Partner Compensation
7. Role of a Partner
8. System Design
9. Team Selection
10. Human Resource System
11. Articulating Guarantees

Installing Principa Software
Please take the time to review these modules to ensure a successful implementation of Principa software.

1. Uninstall previous software versions
2. Install Windows update
3. Install Office update
4. Adjust security settings

GamePlan

Getting Started

1. System Preferences
2. Client Setup
3. Data Entry Income Statement
4. Data Entry Balance Sheet

1. Exploring the Profit Improvement Potential

1. Creating the Annual Business Performance Review Report for Clients

1. Profit Sensitivity Analysis - Just One Percent
2. Setting Targets
3. Customer Transaction Analysis
4. Demonstrating Business Value
5. Summary Operating Plan

1. Starting Out
2. Set Targets
3. Planning Console

1. FGR Case Study (Part 1)
2. FGR Case Study (Part 2)

1. Profit Planning
2. Cash Flow

1. Conducting Breakeven Analysis
2. Price Volume Calculator
3. Productivity Analysis
4. Loan Repayment

FirmPlan

Getting Started

1. Getting Started
2. Expense Analysis
3. 12-month Plan
4. Monitoring
5. DashBoard

1. Quick Plan
2. 3-Year Plan
3. Client Numbers
4. Pareto Analysis

Business DashBoard

1. Creating the DashBoard
2. Preferences
3. Setting Targets
4. Viewing the DashBoard