Master Class - Agile Finance Transformation

In the modern business environment, finance professionals must adopt agile approaches to meet evolving organizational demands. The Master Class – Agile Finance Transformation equips finance managers with practical tools and insights to set value-driven financial targets and support continuous execution. Led by DixonTech experts, the course explores agile practices tailored for finance teams and aligns them with wider organizational transformation. Through a combination of theory and hands-on exercises, participants develop the skills needed to successfully navigate and implement agile finance transformation initiatives.

TRAINING TOPICS

• Sustainable Strategy Map
• Agile Balanced Scorecard
• Positive Impact
• Networked Organization
• Shared Value

By the end of this training course, delegates will be able to

• Appreciate the challenges of Finance Teams in transforming the business into an agile economic unit
• Analyse what it entails to be a financially agile firm
• Understand different agile methodologies
• Improve customer value and value streams
• Efficiently communicate insights across firm’s departments

TRAINING IS TAILORED TO

• Finance Directors and Managers
• Risk Managers and Analysts
• Corporate Development Leaders
• Financial and Accounting Managers
• Financial Analysts and Budget Analysts
• Accountants and Procurement Professionals
• Controllers and Internal Auditors
• Anyone responsible for budgeting or planning

TRAINING METHODOLOGY

Throughout this training program, we will employ a comprehensive range of adult learning methodologies meticulously curated by DixonTech to optimize understanding, retention, and application of the concepts covered. Participants will engage in diverse exercises and case studies carefully designed to facilitate practical application of the tools and techniques discussed. Our expert instructors will delve into a multitude of pivotal topics, offering invaluable insights, tips, and proven techniques aimed at empowering participants to challenge existing processes and optimize service delivery. By exceeding the expectations of senior management, this training will equip participants with the skills and knowledge necessary to drive organizational success.

DAY ONE: 

INTRODUCTION TO AGILITY IN BUSINESS ENVIRONMENT

• Agile approaches to meeting new challenges
• Keys to scaling agile
• Governance and execution
• Governance strategy
• Execution strategy
• Adapting agile

DAY TWO: 

SETTING UP AGILE ACCOUNTING AND FINANCE DEPARTMENT: POLICIES & MANUAL

• The need for proper planning in the reporting process
• Human Resource Planning
• Cost Centres and Accounts
• Process Mapping Chart and measurement accuracy
• Manual purpose and structure
• Financial authorities and duties

DAY THREE:

HOW TO BUILD AN AGILE BALANCED SCORECARD?

• What is Agile and Adaptive?
• Four Steps of KPI Selection
• Building an Agile and Adaptive Balanced Scorecard
• Setting Targets
• Getting results through Agile Strategy Execution

DAY FOUR: 

DRIVING SUSTAINABLE VALUE

• Sustainability Strategy Map & Corporate Social Responsibility
• Triple Bottom Line
• Shared Value
• Positive Impact
• Networked Organizations
• How to construct an agile Shared Measurement System?

DAY FIVE: 

DIGITAL AGE STRATEGY MANAGEMENT

• How to Formulate Strategies for the Digital Age
• The Danger of Being Frozen in Time
• From Finance-Based to Technology-Based Planning
• Crafting a Vision Statement
• Identifying the Value Gap
• Environmental Scanning
• SCOPE Situational Analysis