Workshop Overview

Our lean budgeting workshop gives entrepreneurs the opportunity to learn and apply lean budgeting in a practical way. Through case studies, practical exercises and interactive discussions, they can gain valuable experience and immediately apply the new knowledge in their business. The workshop provides essential insights and tools to refine financial and human resource processes, resulting in increased efficiency, flexibility and competitiveness of the organization. With a focus on value-adding activities, customer orientation and the promotion of innovation and continuous improvement, entrepreneurs can realize their financial ambitions and future-proof their business. You will learn how budgets can be strategically planned to achieve maximum impact with minimum effort.

Work Objectives

• Corporate culture: Lean budgeting supports the creation of a cooperative and cross-functional team atmosphere. It enables entrepreneurs to actively integrate their teams into the budgeting process, creating a shared vision and a common understanding of financial objectives.
• Efficiency: Lean budgeting offers the decisive advantage of minimizing waste. Entrepreneurs acquire the ability to recognize and eliminate superfluous expenditure, which enables a more efficient use of financial resources.
• Customer focus: Lean budgeting moves away from budgeting for individual areas, departments or projects and instead focuses on the desired services for the customer. By planning along a value stream, the required resources are deployed in a targeted manner, both financially and in terms of personnel. This pull approach ensures that services are tailored precisely to the customer’s interests and implemented accordingly.
• Transparency: Lean budgeting supports a transparent and responsible corporate culture. It teaches entrepreneurs to establish clear and comprehensible budgeting procedures that enable everyone to understand and actively promote the company’s financial goals and priorities.
• Continuous adjustment: Lean budgeting is characterized by a focus on continuous improvement. Entrepreneurs are encouraged to continuously evaluate and refine their budgeting processes based on empirical data and feedback. This enables constant refinement of financial planning and improved decision-making.

Target Group

This workshop is aimed at senior management, executive board members, division managers, department heads, team leaders, traditional PMO staff, strategy departments, program managers, project managers, product managers, tool owners, service buyers, release train engineers, solution train engineers, epic owners, business owners, enterprise architects, agile coaches and all employees involved in business strategy, budgeting and resource planning.

Prerequisites

• At least one of the SAFe® basic trainings.
• SAFe® Lean Portfolio Management (LPM) training for all participants who will be actively involved in the budgeting process in the future.
• Identification of at least one value stream, which will be the subject of this workshop. Depending on the course of the workshop, two value streams can be dealt with in the deep track. Ideally 3-5 rather simple value streams in order to be able to change if necessary and to learn the budgeting system. Depending on customer requirements, this can be an operational value stream or a development value stream.
• All budget managers involved in the value stream should be present at the workshop.
• Course participants need a stable and high-performance internet connection for the remote workshop, ideally a headset and a camera.
• On-site courses require a professional workshop environment that is appropriate for the number of participants. Above all, the room size, ventilation, background noise and equipment must be right. Sometimes it makes sense to hire an external conference room for this purpose. This environment must be available to the workshop leader on the day before the first day of the course for preparation and testing. In the event of questions or problems, the workshop leader needs a contact person from the customer.

Registration

• Workshop language: German or English
• Workshop documents: German or English
• Video conference, chat: MS Teams
• The workshop is usually held as a remote workshop with a maximum of 9 participants, so that all work content can be carried out together. Exceptions are only made at the express request of the customer.
• This workshop is booked as an on-site workshop with up to 20 participants. Exceptions are only made at the express request of the customer.
• Workshop prices are per workshop and include a summary of the workshop results if required. For remote workshops, consent to the summary via Teams Copilot is required if necessary.
• This workshop includes preparation of the workshop content and follow-up of the workshop results.
• OnSite workshops in Germany and Austria are all-in. In other countries, on-site workshops do not include travel and accommodation costs or the client bears these costs.
• Workshops are carried out following an order confirmation from Bizagility. Order confirmations are usually issued at short notice. Workshops will only be canceled or postponed at the client’s discretion in the event of illness or accident of the trainer or technical failures. Workshops can only take place if the invoice amount has been received in Bizagility’s account within 14 days of invoicing or at least 3 working days before the start of the workshop.
• All prices plus 19% VAT.

LPM-Workshop Lean Portfolio Management	Fast Track (1,0 day)	Comfort Track (1,5 days)	Deep Track (2,0 days)
Remote Exclusive	4.600,00 €	5.750,00 €	6.900,00 €
OnSite Exclusive	7.400,00 €	8.800,00 €	10.200,00 €

• Remote Exclusive and OnSite Exclusive workshop times are arranged individually on request. To allow for arrival and departure outside the weekend, OnSite Exclusive workshops usually take place between Tuesday and Thursday.
• We also offer workshops on weekends, public holidays and after 6 p.m. CET for a surcharge of 100% on the prices quoted. Please contact us if required so that we can find a solution together.
• Workshops usually take place between 9 am and 6 pm.

Get in touch with us

Are you ready, but still have questions? Contact us so that we can advise you individually. Please contact us actively if the standard content of our workshops does not meet your requirements. With enough lead time, this can certainly be arranged.