Agile Accounting and Business Planning
This course explores the fundamental principles of the Agile Manifesto and demonstrates how they can streamline your processes, without compromising quality or increasing risk. You will learn how to implement a framework that applies agile methodology to all your accounting practices, including month-end reporting, business planning, forecasting and decision making.
£150 +VAT
Agile Accounting and Business Planning
£150 +VAT
365 days’ access
Agile Accounting and Business Planning
This course is not currently available. To find out more, please get in touch.
This course will enable you to
- Understand the principles and characteristics of agile accounting, and the benefits of using them in your role
- Apply agile accounting to finance transactions, including the period-end close
- Define agile performance management and your responsibilities in this area
- Explain the benefits of agile business planning and forecasting compared to traditional approaches
- Use agile decision making in your finance role to support organisational strategy
About the course
Accountants need to be increasingly responsive and flexible to keep up with the rapidly evolving and challenging business environment. They must produce information more quickly, and adapt swiftly, to develop and amend plans, and to continuously revise strategy as circumstances unfold. Agile offers a framework for this new way of reporting, planning, forecasting, managing and decision making.
This course explores the fundamental principles of the Agile Manifesto and demonstrates how they can streamline your processes, without compromising quality or increasing risk. You will learn how to implement a framework that applies agile methodology to all your accounting practices, including month-end reporting, business planning, forecasting and decision making.
Contents
Agile overview
Agile manifesto
What is agile accounting?
Agile accounting
Key characteristics
Benefits and challenges
Framework
Improvement culture
Getting started
Agile transactions and period-end
Agile receivables and payables
Agile period-end close
Improving the period-end close
Tips for the agile period-end close
Financial controls and risks
Getting started
Agile performance management
Managing performance in agile
The role of the accountant
Key business processes
Agile profit and loss account
Box score
Elements of the box score
Agile planning and forecasting
Traditional planning and forecasting
What are agile business planning and forecasting?
Agile business planning
The role of management
The role of the accountant
Planning into practice
Agile forecasting
Relative forecasting
Benefits and challenges
Getting started
Agile decision making
Rules of agile decision making
The role of the accountant
Understanding the impact on performance
Final thoughts on agile accounting
Author
Ross Maynard
Ross has worked as a consultant and trainer for over 20 years, specialising in finance processes, management information and performance measurement. He supports organisations to understand their processes; facilitates improvement teams; and supports staff to work together as a team to deliver tangible and sustainable improvements.
16 reviews for Agile Accounting and Business Planning
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Siofra McDonagh –
Great information and explanations provided to understand the concept of Agile Accounting.
Nikki Andrews –
The examples were too limited made it feel was not suitable to all businesses …and I struggled to understand now fixed business costs or long term revenue streams would fit with the examples.
Andy Pettican –
The course was a good introduction and insight into Agile accounting and gives a fresh perspective on the traditional accounting views
Christine Kautsky –
It delivered what it promised but not aaahh-oohs
David Willder –
amazing concept not thought of before this
Rahul Monga –
very insightful
Janet Bamisaye –
Great
Bruno Verduci –
excellent in providing insights, clues helping in see thing differently.
Keng Yat Chan –
Not totally convinced that agile accounting can fully apply in real life scenarios. There are some useful principles that can be help improve the traditional accounting and business planning process.
Martin John Cope –
Very interesting, food for thought
Bushra Ikram –
The material is not detailed enough, the examples are mostly in manufacturing which is easy to measure. Service KPIs are hard to establish and measure
Sharon Cohen –
The course is well detailed and delivered at a level for all learners to be able to understand.
Ricky Frost –
Sandra Howells –
It gave me knowledge about Agile accounting but it pushed the benefits without understanding how difficult it might be to implement in some ways. Also it came from the view that everyone else is a dummy who doesn’t know what they are doing when in actuality many of the things called ‘agile’ are being done anyway, just not called that
Mark Casson –
Very relevant to current and modern challenges
Linda Foulkes –
I wanted to understand what the term actually meant