GoFast.Finance/BC-LONG-03: (Re-)Organize your Team for Scalability

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[Capability] (Re-)Organize your Team for Scalability

  • Course
  • 12 Lessons

Upgrade how your team runs on the inside. Understand workload and bottlenecks to plan and develop skills and tech to keep up.

🧘 Less overload: Reduce firefighting by clarifying priorities and stabilizing ownership.

👥 Stronger flow: Improve handoffs and standard work so quality stays consistent when people change.

🏢 More capacity: Free time for insight and partnering instead of report production and rework.

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Who this is for

Head of controlling and FP&A manager scaling a controlling team and redesigning roles, handoffs, and standard work across cycles.

Finance director and business unit controller needing a sustainable operating model across multiple entities, plants, or functions.

Prerequisites

Knowledge: Experience leading controlling cycles and coaching or managing others in finance work.

Tools: Access to deliverable lists, role descriptions, and basic workload or capacity signals for the controlling team.

Learning Outcomes

  1. Map the controlling operating model and workload drivers.

  2. Redesign roles and handoffs to reduce rework and heroics.

  3. Create standard work and onboarding that stays stable.

  4. Build a capability plan for skills, tools, and scaling.

CPE Information

  • Eligibility: currently not eligible

  • Watch time: about 4 hours

  • Total learning: about 6 hours

  • Estimated credits: 4.0

Contents

Module 1: Map the operating model and demand

Lesson 1: Define the controlling service model and priorities
Lesson 2: Map workflows and handoffs across cycles
Lesson 3: Quantify workload drivers and peak load

Module 2: Redesign roles and handoffs

Lesson 4: Diagnose rework, heroics, and bottlenecks
Lesson 5: Design target roles and ownership
Lesson 6: Redesign handoffs with quality gates

Module 3: Standard work and onboarding

Lesson 7: Create standard work for core cycles
Lesson 8: Build playbooks and pack standards
Lesson 9: Design onboarding and knowledge transfer

Module 4: Capability plan for scaling

Lesson 10: Build the skills matrix and development plan
Lesson 11: Build the tools and automation roadmap
Lesson 12: Roll out the model and track health