LEARNING OBJECTIVES

By the end of the session, participants should be able to:

1. Explain the role of ratio analysis in evaluating financial health.
2. Identify and compute key financial ratios.
3. Interpret financial ratios for decision-making.
4. Use ratio analysis in assessing company performance from real data.

ONLINE SESSION FLOW

1. WELCOME AND INTRODUCTION (10 minutes)

• Brief overview of session agenda

• Virtual etiquette and tools (chat, reactions, poll)

• Icebreaker Poll: How confident are you with ratio analysis?

2. FINANCIAL STATEMENTS REFRESHER (15 MINUTES)

• Quick review of Income Statement, Balance Sheet, Equity Statement, and Cash Flow

• Their connection and relevance in ratio analysis

• Visual examples using shared screen/slides

3. RATIO ANALYSIS BASICS (10 minutes)

• Definition and Purpose

• Categories of Ratios

• Why ratios matter: Practical scenarios

4. KEY FINANCIAL RATIOS EXPLAINED (30 minutes)

• Profitability Ratios

• Efficiency Ratios

• Liquidity Ratios

• Solvency Ratios Each with:

• Formula

• Interpretation

• Practical application

• Visual: Sample computation using Excel/Google Sheets shared on screen

5. INTERACTIVE ACTIVITY (20 minutes)

• Share a sample company's financials (PDF or Slide Screenshot)

• Participants analyze a few ratios (individually)

• Volunteers share their insights via mic or chat

• Facilitator provides interpretation and tips

6. REAL WORLD APPLICATION & BUSINESS INSIGHTS (15 minutes)

• How businesses use ratios for planning, monitoring, and strategic decisions

• How to watch for red flags in ratios

• Sample benchmarking insights

7. LIVE Q&A AND OPEN FORUM (15 minutes)

• Participants ask questions via mic or chat

• Clarify use cases in their own company contexts

• Share useful tools or templates (offer downloadable Excel tool)

8. WRAP-UP & KEY TAKEAWAYS (5 minutes)

• Recap of main points

• Post-evaluation link or QR code

• Contact info for further questions

• Thank you and feedback request