9 Topics
5 Days
45 Sessions
Programme Overview
Training Description
- Performance-management professionals
- Financial controllers
- Management accountants
- Business-unit managers
- Departmental heads
- Project and programme managers
- Transformation and change-management professionals
- Business analysts
- Senior executives and organizational leaders
- Professionals responsible for strategy execution and resource allocation
Session Objectives
- Articulate a clear and compelling vision for budget process change. Identify key stakeholders and their influence on the change process. Anticipate and mitigate resistance to a new budgeting model. Develop a comprehensive communication strategy for change. Build a coalition of champions to support the transformation.
About the Course
Navigating Fiscal Shifts: Change Management for Budget Transformation is an advanced professional training course designed to equip finance, budgeting, strategy, transformation, and leadership professionals with the skills required to successfully manage organizational change arising from new budgeting models, financial technologies, regulatory requirements, economic pressures, and evolving strategic priorities.
The course combines change management principles with modern budgeting transformation to help organizations move from traditional, static, and fragmented budgeting processes toward more agile, data-driven, collaborative, and strategically aligned financial planning. Participants will learn how to assess organizational readiness, engage stakeholders, manage resistance, communicate change, build new capabilities, and sustain adoption of transformed budgeting processes.
Curriculum & Topics
9 Topics | 45 Sessions
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Workshop 1.1:
The limitations of traditional budgeting methods.
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Workshop 1.2:
Connecting process change to strategic business goals.
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Workshop 1.3:
Identifying the drivers for change (e.g., technology, market, competition).
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Workshop 1.4:
Building a powerful business case for a new budget process.
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Workshop 1.5:
Defining the scope and vision of the transformation.
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Workshop 2.1:
Conducting a thorough stakeholder analysis.
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Workshop 2.2:
Mapping stakeholder influence and interest.
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Workshop 2.3:
Developing tailored engagement and communication plans.
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Workshop 2.4:
The role of senior leadership as sponsors of change.
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Workshop 2.5:
Engaging early adopters and managing detractors.
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Workshop 3.1:
Understanding the psychological and emotional impacts of change.
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Workshop 3.2:
Identifying common sources of resistance.
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Workshop 3.3:
Using a change readiness assessment to gauge team sentiment.
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Workshop 3.4:
Strategies for addressing fears and concerns head-on.
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Workshop 3.5:
Creating a culture of psychological safety during the transition.
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Workshop 4.1:
Developing a clear and consistent message for the transformation.
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Workshop 4.2:
Using multiple communication channels for maximum reach.
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Workshop 4.3:
Creating two-way communication to gather feedback.
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Workshop 4.4:
The importance of transparency and honesty.
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Workshop 4.5:
Communicating the "what's in it for me" for each team.
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Workshop 5.1:
Identifying and recruiting change champions across the organization.
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Workshop 5.2:
Empowering champions to lead conversations at the team level.
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Workshop 5.3:
Providing champions with the tools and information they need.
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Workshop 5.4:
Creating a feedback loop from the coalition to the core team.
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Workshop 5.5:
Recognizing and rewarding the efforts of change champions.
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Workshop 6.1:
Developing a phased approach for the budget process change.
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Workshop 6.2:
Creating a detailed timeline and project plan.
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Workshop 6.3:
Integrating the change management plan with the technical implementation.
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Workshop 6.4:
Conducting pilot programs to test the new process.
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Workshop 6.5:
The importance of quick wins to build momentum.
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Workshop 7.1:
Designing a training program for the new tools and processes.
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Workshop 7.2:
Using a variety of training methods (e.g., workshops, e-learning).
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Workshop 7.3:
Providing ongoing support and help-desk resources.
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Workshop 7.4:
Measuring the effectiveness of the training.
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Workshop 7.5:
Empowering super-users to support their peers.
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Workshop 8.1:
Aligning performance management and rewards with the new process.
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Workshop 8.2:
Celebrating successes and recognizing contributions to the change.
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Workshop 8.3:
Conducting post-implementation reviews to identify lessons learned.
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Workshop 8.4:
Incorporating the new process into standard operating procedures.
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Workshop 8.5:
The role of leadership in consistently modeling the new behavior.
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Workshop 9.1:
Establishing a governance structure for the new budget process.
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Workshop 9.2:
Creating a continuous improvement loop for budget planning.
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Workshop 9.3:
Monitoring key metrics to ensure the new process is working.
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Workshop 9.4:
Adapting the process as the business evolves.
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Workshop 9.5:
Communicating the long-term benefits and vision of the change.
