Rebuild your planning engine: cadence, templates, models, and KPIs. Reduce friction, improve consistency, and support decisions across entities.
🧠 Systems view: See cycles as one system and pinpoint where work explodes.
🤝 Shared standards: Align teams on calendar, templates, and KPIs to reduce friction.
🏢 Faster decisions: Reduce manual work so leadership time shifts from templates to tradeoffs.
Business unit controller and FP&A manager redesigning planning cycles, templates, and standards across multiple scopes and stakeholders.
Head of controlling and finance director defining planning standards and tool requirements at regional or group level.
Knowledge: Several years owning budgets, outlooks, or performance reviews beyond one small scope.
Tools: Access to current calendars, templates, KPIs, and planning or reporting tools used in your scope.
Diagnose cycle noise and failure points across planning loops.
Design an integrated calendar and standards for all cycles.
Define tool and data requirements that reduce manual work.
Build a realistic roadmap to redesign templates and governance.
Eligibility: currently not eligible
Watch time: about 4 hours
Total learning: about 6 hours
Estimated credits: 4.0