The manual is structured as a training guide for trainers, but also can be used as a self help guide to actual practitioners.

The text is categorized as to the points where the trainer makes the presentation of the particular topic being discussed. The italicized text is addressed to Trainers and contains suggestions, guidelines, and hints on conducting the workshop. The points for discussion are laid out as detailed talking-points in times new roman print, which the trainer is encouraged to build upon, using his/her own style of speaking.

Concurrent with the text of the manual is an operational example that will be used to demonstrate each aspect of the performance guidelines, so as to give users examples of how to calculate and interpret the guidelines. At the end of the sections, there will be a series of short questions so that the trainer can test the students to ensure that they have fully comprehended the subject matter that has been discussed within the module.

To help make the workshop as realistic as possible, the Trainer should encourage attendees to bring the financial records and supporting data of their own institutions to work on during the presentation. This will help them interpret the academic training to the real world. The results of their own calculations, however, should not be publicized to the rest of the attendees.

At the end of the final module, there is a case study for students to work through. This will enable students to pull together all aspects of this training course, by practicing calculating and interpreting the results of the test score as it relates to the strengths and weaknesses of the institution itself. Then, they can compare these results with the sector as a whole.

A key challenge for the trainer is judging the level of sophistication of the client audience. Some attendees will be very advanced, whilst others could have only a rudimentary knowledge of the subject matter. To allow for this, there will be decision points during some modules, where the client audience will be asked whether they fully understand the subject matter in question (e.g. do they understand the concept of portfolio at risk?) and if yes, the Trainer can skip the next few paragraphs explaining the concept and focus on the advanced phase of the topic. If the attendees do not fully understand the concept, they should work their way through the detailed discussion before moving on to the advanced phase.