Review your own performance on long-range financial planning as rigorously as you review others'.
Long-Range Financial Planning and Strategic Decision Support
A concise, decision-focused programme covering long-range financial planning end to end.
📍 Tunis🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
Most failures in long-range financial planning trace back to a conversation someone avoided having. Teams read what their leaders tolerate on this area of organisational leadership far more accurately than what their leaders announce. It concentrates on the parts of this aspect of organisational leadership that determine outcomes and treats the rest proportionately. Sessions alternate between guided analysis of long-range financial planning and supervised application. Across sectors, teams that rehearse the wider organisational leadership agenda outperform teams that only plan it. The course leaves participants able to diagnose weaknesses in this strand of organisational leadership before they become incidents. It is written for people who have to make long-range financial planning work with the resources they already have. The version of the organisational leadership capability described in the manual and the version practised on the floor tend to diverge over time. It ends with a prioritised list of changes to the practice within organisational leadership that the participant is prepared to defend internally.
Expected Learning Outcomes
Recognise when long-range financial planning needs a different leadership style than the one that got you here.
Verify that improvements to long-range financial planning have held six months after they were introduced.
Diagnose whether a problem in long-range financial planning is one of design, resourcing or discipline.
Build the trust that makes candid feedback about long-range financial planning possible.
Judge when to escalate long-range financial planning and when to absorb it.
Assess the current state of long-range financial planning against a structured set of criteria rather than impressions.
Who Should Attend
Those responsible for briefing external stakeholders on long-range financial planning.
Planning staff whose forecasts and budgets are affected by long-range financial planning.
Newly promoted managers taking on long-range financial planning for the first time.
High-potential staff being prepared for wider responsibility for long-range financial planning.
Department heads and senior managers accountable for long-range financial planning.
Project and programme managers whose success depends on long-range financial planning.
Course Modules
Long-range financial planning: delegation, trust and accountability
2 sessions · 8 pointsSession 1The decisions in long-range financial planning that cannot be delegated
- Prepare how you will respond when long-range financial planning is challenged publicly.
- Draft the minimum viable leadership plan for long-range financial planning.
- Identify which function can quietly block long-range financial planning and address it directly.
- Check whether incentives anywhere reward behaviour that undermines long-range financial planning.
Session 2Moving long-range financial planning from approval to execution
- Estimate the resource long-range financial planning requires to run as designed.
- Recognise publicly one person whose work on long-range financial planning went unnoticed.
- Define the trigger that would require long-range financial planning to be redesigned.
- Identify your successor for long-range financial planning and the gap they need to close.
Long-range financial planning: setting direction people can act on
2 sessions · 8 pointsSession 1Delegating long-range financial planning without abandoning it
- Write down the reasoning behind your position on long-range financial planning.
- Check that records of long-range financial planning answer the questions likely to be asked.
- Plan the sequence in which improvements to long-range financial planning will be introduced.
- Decide the point at which you would escalate long-range financial planning.
Session 2Reading the room before proposing long-range financial planning
- State the outcome expected from long-range financial planning in a single sentence anyone can repeat.
- Review a past decision on long-range financial planning and state honestly what you would change.
- Establish the boundary of long-range financial planning and record what sits outside it.
- Establish what evidence demonstrates long-range financial planning is under control.
Long-range financial planning: performance, standards and consistency
2 sessions · 8 pointsSession 1What your team concludes from how you handle long-range financial planning
- Agree the indicators that will show whether long-range financial planning is improving.
- Assess the workload long-range financial planning adds and what you will remove to make room.
- Agree what will be standardised in long-range financial planning and what will not.
- Test the procedure for long-range financial planning against a realistic scenario.
Session 2Deciding on long-range financial planning when the information will never be complete
- Define acceptance criteria for long-range financial planning in advance.
- Identify where judgement in long-range financial planning is legitimate and where it is not.
- Confirm that contractual obligations around long-range financial planning are understood.
- Set the decision rights on long-range financial planning: who decides, who is consulted, who is told.
Long-range financial planning: resilience and the personal cost of leading
2 sessions · 8 pointsSession 1Making long-range financial planning work when resources are constrained
- Test whether the team can explain long-range financial planning in their own words.
- Identify the data already collected that bears on long-range financial planning.
- Record what was learned when long-range financial planning did not go as planned.
- Identify the conversation about long-range financial planning you have been postponing, and schedule it.
Session 2The meeting that finally unblocks long-range financial planning
- Name the person accountable for each part of long-range financial planning, not the committee.
- Close out actions on long-range financial planning rather than leaving them open indefinitely.
- Confirm that the people affected by long-range financial planning heard it from you first.
- Decide what you will delegate on long-range financial planning and what you will not, and say why.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.