Programs that combine skill-building with process implementation

Each engagement delivers both capability development and documented systems your team can use independently.

Every program follows our three-pillar approach: contextual training using your actual data, documented procedures for consistent execution, and embedded support to ensure new habits stick. Choose the focus area that matches your current priority.

Financial Literacy for Managers

£4,750

Designed for leaders who need to understand financial statements, interpret variance, and make informed resource decisions without a finance background.

What you'll build

Ability to read P&L, balance sheet, and cash flow statements
Understanding of how operational decisions impact financial outcomes
Confidence in budget conversations with finance teams
Framework for evaluating investment requests
Template for monthly variance analysis

Program structure

Eight weekly sessions (90 minutes each) plus documentation of your specific financial review process. All examples use your actual data, not generic case studies.

Duration: 8 weeks Format: Weekly sessions + documentation Team size: 6-12 participants

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Budget Planning & Control Systems

£7,200

Build a complete budgeting approach that fits your organization's rhythm—from initial forecasting through monthly tracking and adjustment processes.

What you'll build

Annual planning process tailored to your business cycle
Monthly variance tracking and analysis procedures
Clear criteria for budget modifications
Communication templates for stakeholder updates
Decision tree for handling unexpected expenses

Program structure

Twelve weeks combining skill sessions with process design workshops. You'll build and test your new system while learning the underlying concepts. Includes complete documentation of all procedures.

Duration: 12 weeks Format: Sessions + process workshops Team size: 4-8 participants

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Performance Metrics Workshop

£3,850

Define KPIs that actually drive behavior, establish realistic tracking rhythms, and create dashboards people will use.

What you'll build

Core metrics aligned to strategic priorities
Leading indicators for proactive management
Dashboard design optimized for decision-making
Reporting cadence matched to decision cycles
Procedures for metric review and action planning

Program structure

Six weeks focused on metric selection, dashboard design, and implementation. You'll test different approaches with real data before finalizing your system.

Duration: 6 weeks Format: Workshop sessions + testing Team size: 4-10 participants

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Capital Allocation Framework

£6,400

Develop clear, consistent criteria for evaluating investment requests—from minor purchases to strategic initiatives.

What you'll build

Tiered approval process based on investment size
Evaluation criteria for different investment types
Financial modeling templates for business cases
Post-implementation review procedures
Decision documentation standards

Program structure

Ten weeks combining framework development with practical application. You'll use the emerging system to evaluate actual pending decisions, refining the approach based on real usage.

Duration: 10 weeks Format: Development + application Team size: 4-8 participants

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Financial Reporting Excellence

£5,100

Transform your reporting from compliance requirement to strategic communication tool that influences decisions.

What you'll build

Report templates optimized for different audiences
Narrative frameworks that tell clear stories
Visual design standards for clarity
Process for incorporating stakeholder feedback
Quality control checklist

Program structure

Eight weeks alternating between skill development and iterative report redesign. Each cycle produces better versions of your actual reports, with immediate application.

Duration: 8 weeks Format: Skill sessions + redesign work Team size: 3-6 participants

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Management Procedures Audit

£2,900

Identify gaps in your existing management processes and build documentation that ensures consistent execution across your team.

What you'll build

Assessment of current procedure documentation
Gap analysis showing priority areas
Template library for common procedures
Documentation standards for future procedures
Implementation roadmap

Program structure

Four-week intensive assessment and documentation sprint. We map current practices, identify inconsistencies, and create initial procedure documents you can build on.

Duration: 4 weeks Format: Assessment + documentation Team size: 2-4 participants

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Need something different?

While these programs address the most common needs we see, every organization has unique challenges. If your requirements don't fit neatly into these offerings, we can design a custom engagement.

Common custom program requests include:

Cross-functional process design for complex approval workflows
Financial systems implementation support combined with user training
Executive team alignment on capital allocation philosophy
Department-specific financial training (operations, marketing, product)

Discuss Custom Requirements

How we price

All quoted prices are for the complete program—no hidden fees, no hourly billing surprises.

Each price includes:

All scheduled sessions and workshops
Complete documentation of procedures and templates
Between-session support via email
Follow-up checkpoints to ensure sustainability
Customization to your specific context

We offer payment plans for programs over £5,000. Volume discounts available for multiple simultaneous programs.

How to get started

Initial conversation

Tell us about your challenges and which program interests you. We'll discuss fit and answer questions.

Program design

We'll customize the program to your context, schedule, and team composition. You'll see exactly what to expect.

Launch

Once you're ready, we begin with discovery sessions to understand your current state and refine our approach.

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