CC-AA01 — Month-End Close Optimization

Benchmark your close against 2,300 orgs. Build one Excel workbook that maps tasks, exposes waste, and tracks improvement.

Your Close Operating Model (Workbook)

Lesson 1: This Is Not Another Close Checklist

Lesson 2: How a Month-End Close Actually Works

Lesson 3: Map Your Process (SIPOC and Value Classification)

Lesson 4: Dependencies and the Critical Path

Lesson 5: Resource Scheduling and the Gantt

Lesson 6: Where Time Gets Lost (The Eight Wastes)

Lesson 7: Find the Root Cause, Not the Symptom

Lesson 8: Upstream Dependencies (Fix the System, Not the Relationship)

Lesson 9: Turn Data Into Improvement

Lesson 10: Your Close Operating Model (Assembly and Next Steps)

Final Examination