Using Agile Planning to Improve Operations

Offered By:

Transformation Area:

Finance Transformation

CPE Credits

4 Hour(s) - CPE Credit(s)


4 Hour(s)




The move to Agile Planning begins by focusing on continuing operations because an ongoing business provides a stable base from which to build. By shifting the planning process to a continuous approach, finance organizations can eliminate many of the pitfalls of current practices such as work spikes, sandbagging, and lack of transparency. These issues will be identified to help participants articulate their own case for change.

Agile Planning integrates your selected approaches to help create a coherent management model. It helps identify and find ways to fund improvements without the need for additional investments. It also helps teams understand their current financial capacity and what can be done to improve.


Implementing Agile Planning requires understanding how the planning process supports the overall management model used by senior leadership. This workshop explores:

  • How to identify the management approach used by your organization
  • What ways the organization measures performance (through key performance indicators (KPIs) or Objectives and Key Results (OKRs), or other methods). This includes the levels of benchmarking used
  • When a Lean approach (such as Kaizen) is appropriate including examples of its successful use
  • How maturity models can help identify ways to develop your future improvement roadmap
No Current Dates Scheduled
Currently there are no upcoming dates scheduled for this event. Sign up below to receive notification of when this course is scheduled again. In the meantime, we invite you to view all of our courses to see additional professional education programs offered by the Center.


October 22, 2021


1:00 pm - 5:00 pm