Ready for Planning and Budget Season this Fall?

I have yet to talk to an executive who describes this as their favorite time of the year! If you dread it, learn how to make it less painful. It is possible. I have had clients reduce the time it takes to budget by over a month by following the techniques described in our workbook, Moneyball for Business, available online (link). Even better, we are offering a one-time-only two-hour executive online workshop on September 25th to complete the workbook together, learning how to use the tools and learning from each other as we go. Be a part of this select group and register today! (link)

What is Moneyball? Maybe you remember the movie by that name starring Brad Pitt documenting the Oakland A’s implementation of Sabermetrics. For our use, moneyball means a system of analytics that are leading indicators of performance. In baseball, on base percentage matters more than home runs in generating wins. In business, what matters most in predicting your ability to win? Or identifying small issues before they become big challenges?  What do you need to know about the market, your customers, your competitors and your own capabilities to make good investment decisions?

This event will take place online in a live two-hour workshops on September 25th from 11:15am-1:15pm, central standard time. We will issue each participant a workbook digitally (a $79 value), ahead of the meeting. We encourage you to look through it and come prepared with your questions to the session.

In this workshop we will cover:

•             How to complete a Market Assessment; learn what is going on in the market today, what variables will most impact you and what to do about it.

•             How to develop a Competitive Assessment; learn how to define competitors—traditional and non-traditional, how to assess their advantages relative to yours and what you need to do to improve your market position.

•             How to conduct a Business Assessment; learn new techniques for understanding differentiating capabilities and how to build on them for competitive advantage.

•             How to identify market-driven competitive advantage and growth opportunities; learn how to set yourself apart from the competition and prioritize where investments need to be made to maximize growth.

•             How to improve the budgeting process; learn how to save time, enhance cross-departmental communication and reduce stress by establishing clear performance-driven budgeting priorities.

•             How to align resources to priorities; learn how to do more with the same or less resources.

This isn’t just a discussion–it is a work session. When we are done, you will be equipped to achieve the following in this fall’s budgeting and planning process:

•             Enter the budgeting and planning process with greater clarity regarding market-based opportunities for performance improvement

•             Shorten the time it takes for the organization to complete the budgeting and planning process

•             Have clear prioritization for spending money and allocating resources that all understand

•             Make decisions with confidence

•             Align the work of the entire organization, creating greater synergies

•             Be able to do more with the same or less resources!!


So join us! The number of spots are limited so register early!!

Date: September 25, 2012

Time: 11:15am-1:15pm CST, 12:15-2:15pm EST, 10:15am-12:15pm MT (?), 9:15-11:15am PST(?)

Online workshop facilitator: Margaret Reynolds

To register, click on this link:



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