GoFast.Finance/BC-LONG-01: Planning and Controlling Framework Design

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Controlling Framework Design

  • Course
  • 12 Lessons

Redesign your end to end performance cycles for better and faster decisions.

🧠 Strategic clarity: See your planning and performance framework as one system, not isolated cycles.

🧩 Cross alignment: Align finance, operations and commercial teams around shared calendars and KPIs.

⚙️ System efficiency: Reduce friction, shorten cycles and focus leadership time on real decisions.

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Who this is for

BU and regional controllers and heads of FP&A who own planning and performance frameworks.

Senior finance managers simplifying planning and controlling across multiple entities or plants.

Prerequisites

Knowledge: Several years owning or co owning planning processes, budgets or forecast cycles at BU or regional level.

Tools: Access to current calendars, templates, KPIs and planning or reporting systems for your scope.

Learning Outcomes

  1. Diagnose strengths and weaknesses in your current framework.

  2. Design a coherent calendar linking cycles to reviews.

  3. Define lean templates, KPIs and drivers that support decisions.

  4. Shape a plan to implement changes across teams and systems.

CPE Information

  • Eligibility: currently not eligible

  • Watch time: about 3 hours

  • Total learning: about 6 hours

  • Estimated credits: 4.0

Contents

Module 1: Seeing the framework as a system

Lesson 1: Your planning framework as one system
Lesson 2: Mapping calendars, scopes and owners
Lesson 3: Diagnosing pains and constraints

Module 2: Integrated calendar and cadences

Lesson 4: Designing an integrated planning calendar
Lesson 5: Choosing cadences and depth
Lesson 6: Aligning reviews with real decisions

Module 3: Templates, KPIs and drivers

Lesson 7: Designing lean templates and input packs
Lesson 8: Selecting KPIs and driver sets
Lesson 9: Balancing detail, signal and workload

Module 4: Systems, governance and roadmap

Lesson 10: Aligning systems, tools and data flows
Lesson 11: Governance, roles and standards
Lesson 12: Building and rolling out the roadmap