Agile Accounting and Business Planning

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This course highlights the core principles of the Agile Manifesto and explains how agile principles can help you.
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. 

In this course 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.

Learning Outcomes 
Upon satisfactory completion of this activity, you will be able 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.

Agile offers a framework to respond to today’s challenging business environment – learn how to quickly respond to change, develop and improve processes and plans and revise forecasts as circumstances unfold.
Self-paced eLearning 
Ross Maynard
Fellow of the Chartered Institute of Management Accountants. Ross has worked as a consultant and trainer for over 20 years, specialising in process improvement and lean for finance teams.
Not applicable


Topic: Business Mindset

Sub-Topic: Operational Excellence

Format: eLearning

Proficiency Level: Foundation, Intermediate

CPD: Upto 4 hours