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    The 10 Points of The Preparation

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    Eric Fotache
    The document outlines a 10 point preparation grid for evaluating a loan or deposit agreement. The grid includes identifying the parties involved, their motivations and roles, possible outcomes, alternatives, evaluation criteria such as financial statements and repayment history, and ensures proper communication and logistics are in place. It provides a framework to structure discussions and decision making around obtaining deposits or advances to cover risks.

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    The 10 Points of The Preparation

    Uploaded by

    Eric Fotache
    4 views1 page
    The document outlines a 10 point preparation grid for evaluating a loan or deposit agreement. The grid includes identifying the parties involved, their motivations and roles, possible outcomes, alternatives, evaluation criteria such as financial statements and repayment history, and ensures proper communication and logistics are in place. It provides a framework to structure discussions and decision making around obtaining deposits or advances to cover risks.

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    Prezentare

    Original Title

    The 10 points of the preparation

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    The document outlines a 10 point preparation grid for evaluating a loan or deposit agreement. The grid includes identifying the parties involved, their motivations and roles, possible outcomes, alternatives, evaluation criteria such as financial statements and repayment history, and ensures proper communication and logistics are in place. It provides a framework to structure discussions and decision making around obtaining deposits or advances to cover risks.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    4 views1 page

    The 10 Points of The Preparation

    Uploaded by

    Eric Fotache
    The document outlines a 10 point preparation grid for evaluating a loan or deposit agreement. The grid includes identifying the parties involved, their motivations and roles, possible outcomes, alternatives, evaluation criteria such as financial statements and repayment history, and ensures proper communication and logistics are in place. It provides a framework to structure discussions and decision making around obtaining deposits or advances to cover risks.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    of 1

    THE 10 POINTS OF THE PREPARATION GRID

    WHO? 1. Personal 2. Mandate – power of decision 3. Cartography


    relationship

    Internal business Beneficiary of the Deliver the service Risk Dir- in charge
    partner procedure with risk’s
    threshold
    indicators
    WHAT? 4. Motivations
    obtaining a deposit agreed by the client obtaining an advance to cover a certain
    amount of risk

    5. Possible outcomes 7. Arguments


    smaller advance - good financial statement
    but shorter period - good behaviour in repaying other loans

    6. BATNA
    20% + 10% in the 25% + 5% in the
    next two months next two months

    HOW? 8. Process 9. Communication 10. Logistics


    Questions to ask Information to
    share

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