Integrated Planification
  • Dashboard (and BSC) - Governance and Steering (Dashboard and Balance Score Card)
  • Forecasting methods - Build the forecast & re-forecast, the budget, the MTP and organize forecasting cycle activities

Target audience

- Accounting managers
- Financial managers
- Management controllers

2 day

New training

Prerequisites

Basic knowledge of controlling tools it is recommended, for example by having attended ” Management control – Driving Financial performance “

Objectives

– Be able to implement solid financial forecasting methodology that integrates all business functions
– Know the method: milestones, players and outputs
– Understand change management with respect to roles and responsibilities and how to adapt monthly performance review

Detailed content

> Traditional approaches and their limitations

– Advantage and pitfalls of classic MTP – Budget – Reforecast combo
– State of the Art: new trends?

> The approach: towards a more robust budget process

– The main steps: from scoping meeting to final integration
– Rituals: high value meeting
– Appropriate Performance Indicators
– Adopting a rolling forecast approach

> Solving the main issues

– What to do with mid-term plan?
– What about standards costing? How to forecast overhead? How to select KPIs?
– How to adapt and reinforce performance review?

> The central role of Finance

o Roles and contribution at each step
o The what-if methodology

> Performance review

– Objectives
– Typical content
– Focus on the finance part

Why should you attend?

Whatever the business sector and the size of the organization, budget is a complex exercise, not always successful. But optimizing tools exist!
This training gives you the opportunity to improve your budgeting process thanks to a new, more integrated, more operational approach. By putting continuous improvement at the heart of the finance function, and by combining a comprehensive financial perspective with the management process, you can transform your budgeting process into a real value creating planning tool.

Training methods and assessment

Integrated Planification is a dynamic session, alternating theoretical and practical training, in which trainees share their experience and adapt the content to their own business environment.
Assessment questionnaire.
A training certificate is delivered at the end of the session.

The trainer is available by e-mail and telephone to answer any follow-up questions participants may have.

Price

1630 € Excl. VAT – 1956 € Incl. VAT

Médias

Témoignages

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Jonathan C.
Entreprise
Formation