GoFast.Finance/BC-LONG-03: Lean Controlling Operating Model

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Lean Controlling Operating Model

  • Course
  • 12 Lessons

Design a lean controlling operating model with clear roles, handoffs and development paths.

🧘 Personal sustainability: Reduce firefighting by clarifying what your team should and should not do.

👥 Team effectiveness: Define roles, handoffs and standards so work flows smoothly across the team.

🏢 Organizational value: Free capacity for deeper analysis, partnering and decision instead of reporting.

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Who this is for

Heads of controlling or FP&A designing the structure and workflows of controlling teams.

Finance directors, CFOs and senior controllers or managers reshaping how controlling supports the business.

Prerequisites

Knowledge: Experience managing or supervising controlling or FP&A teams and exposure to current workflows and pain points.

Tools: Access to team role descriptions, process maps where available and examples of key recurring deliverables.

Learning Outcomes

  1. Map your current operating model, roles and key workflows.

  2. Identify waste, bottlenecks and misalignments in existing cycles.

  3. Design an operating model with roles, handoffs and standards.

  4. Plan practical steps for onboarding and capability development.

CPE Information

  • Eligibility: currently not eligible

  • Watch time: about 3 hours

  • Total learning: about 6 hours

  • Estimated credits: 4.0

Contents

Module 1: Mapping the current operating model

Lesson 1: Where controlling work really flows today
Lesson 2: Roles, responsibilities and demand patterns
Lesson 3: Connecting team workflows to planning frameworks

Module 2: Diagnosing waste and misalignment

Lesson 4: Spotting waste and rework in recurring cycles
Lesson 5: Finding bottlenecks, talent and tool risks
Lesson 6: Misaligned responsibilities and unclear ownership

Module 3: Designing the lean operating model

Lesson 7: Principles and guardrails for a lean model
Lesson 8: Redesigning roles, handoffs and standard work
Lesson 9: Balancing centralization and local ownership

Module 4: Implementing and growing the model

Lesson 10: Implementation roadmap and change story
Lesson 11: Onboarding, playbooks and knowledge sharing
Lesson 12: Capability building and health metrics