Lead the annual planning round: set targets, document assumptions, and surface tradeoffs. Challenge inputs, align owners early together.
🧩 More confidence: Move from template filling to a process you can explain and defend.
🤝 Better reviews: Make tradeoffs explicit so discussions turn into decisions, not opinions.
🏢 Better execution: Improve follow-through so targets translate into actions and owners.
Junior controller and FP&A analyst owning an annual plan for cost centers, plants, functions, or a defined business scope.
Plant controller or business unit controller who needs a structured approach to challenge assumptions and lock tradeoffs.
Knowledge: Participation in at least one planning cycle as a contributor or reviewer.
Tools: Access to plan templates or planning tools plus a spreadsheet tool for checks and analysis.
Design the plan process: scope, owners, and calendar.
Translate targets into drivers and measurable assumptions early.
Challenge inputs and make tradeoffs explicit in reviews.
Run the execution cadence with actions, owners, and follow-up.
Eligibility: currently not eligible
Watch time: about 2 hours
Total learning: about 3 hours
Estimated credits: 2.0