8 Topics
5 Days
40 Sessions
Programme Overview
Training Description
Who Should Attend
Session Objectives
- Understand the core principles of lean budgeting and its agile connection.
- Differentiate lean from traditional and zero-based budgeting.
- Develop a dynamic forecasting and planning process.
- Establish a system of financial guardrails for decentralized decision-making.
- Define and track lean budgeting performance metrics.
About the Course
Agile Finance: Lean Budgeting for Agile Organizations is a practical training course designed to equip finance leaders, budget professionals, project managers, and business leaders with the skills to apply Agile and Lean principles to budgeting, financial planning, resource allocation, and performance management.Particular emphasis is placed on moving from rigid annual budget cycles toward flexible, responsive, and value-focused financial management. Participants will learn how to balance financial governance and accountability with the speed and flexibility required by Agile teams.Through practical exercises, case studies, and simulations, participants will develop approaches for reducing budgeting waste, accelerating funding decisions, improving resource utilization, and aligning financial investment with strategic priorities and measurable business value.
Curriculum & Topics
8 Topics | 40 Sessions
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Workshop 1.1:
The principles of lean thinking and agile methodology.
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Workshop 1.2:
The limitations of traditional budgeting in an agile environment.
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Workshop 1.3:
Defining lean budgeting and its core benefits.
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Workshop 1.4:
How to link budgets to value streams, not projects.
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Workshop 1.5:
The role of finance in supporting an agile organization.
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Workshop 2.1:
Identifying and defining your organization's value streams.
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Workshop 2.2:
The process of mapping a value stream from end to end.
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Workshop 2.3:
How to estimate and allocate budgets to value streams.
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Workshop 2.4:
Shifting the focus from resource utilization to value delivery.
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Workshop 2.5:
Creating a portfolio Kanban to visualize value flow.
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Workshop 3.1:
Establishing a system of financial guardrails.
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Workshop 3.2:
Empowering teams to make local, tactical decisions.
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Workshop 3.3:
The role of portfolio leaders in strategic oversight.
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Workshop 3.4:
Moving from command-and-control to trust and autonomy.
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Workshop 3.5:
Best practices for governance in a lean budgeting model.
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Workshop 4.1:
Implementing rolling forecasts for continuous planning.
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Workshop 4.2:
The difference between a forecast and a budget.
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Workshop 4.3:
Techniques for forecasting in an uncertain environment.
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Workshop 4.4:
How to re-forecast based on continuous feedback.
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Workshop 4.5:
Using dynamic budgeting to respond to market changes.
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Workshop 5.1:
The importance of a strategic budget allocation process.
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Workshop 5.2:
Making funding decisions based on data and value.
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Workshop 5.3:
How to handle new initiatives and unforeseen opportunities.
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Workshop 5.4:
Using a "lean portfolio" to manage investments.
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Workshop 5.5:
The role of a lean budget in capital allocation decisions.
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Workshop 6.1:
Defining key performance indicators for lean budgeting.
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Workshop 6.2:
Moving beyond cost metrics to value-based metrics.
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Workshop 6.3:
Tracking flow, quality, and time-to-market.
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Workshop 6.4:
Analyzing the financial impact of agile practices.
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Workshop 6.5:
Creating a lean performance dashboard.
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Workshop 7.1:
Building a coalition for a lean budgeting transformation.
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Workshop 7.2:
Training finance and business leaders on the new process.
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Workshop 7.3:
Communicating the value and vision to the entire organization.
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Workshop 7.4:
Overcoming common resistance and fear of change.
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Workshop 7.5:
The role of a change champion in a lean transformation.
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Workshop 8.1:
Integrating lean budgeting with your existing financial systems.
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Workshop 8.2:
Case studies from various industries and companies.
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Workshop 8.3:
Using technology and software to support lean budgeting.
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Workshop 8.4:
A hands-on workshop on creating a lean budget for a sample company.
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Workshop 8.5:
Final Q&A and peer review session.
