Budget Performance That Makes Sense
We built this program after years of watching business owners struggle with spreadsheets that don't talk to each other. You'll learn how real companies track their money, spot problems before they become disasters, and actually use their financial data to make decisions.
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Three Tracks, Same Goal
Different starting points need different approaches. We've designed each track based on where people actually get stuck with budget metrics.
Foundation Track
Start here if your current budget tracking involves multiple Excel files and a lot of manual copying. We'll show you how to build a system that doesn't break when someone updates a number.
16 weeks • September 2025Analysis Track
You've got data coming in, but turning it into insights feels like guesswork. This track focuses on variance analysis, forecasting techniques, and knowing which metrics actually matter for your decisions.
12 weeks • October 2025Strategic Track
For teams managing complex budgets across departments or projects. You'll work on rolling forecasts, scenario planning, and presenting financial performance to stakeholders who don't live in spreadsheets.
14 weeks • November 2025How It Actually Works
This isn't a lecture series. You'll be working with your own budget data from week one, fixing real problems as they come up.
Assessment Phase
First three weeks, we look at your current setup. Most people discover they're tracking things they never use and missing data they actually need. You'll map your budget workflow and identify the biggest pain points before we touch anything.
Building Your Framework
Next five weeks focus on structure. You'll redesign how data flows from source to report, set up meaningful categories, and create dashboards that show problems before they escalate. This is where most breakthroughs happen.
Analysis Skills
Middle section teaches you to interpret what you're seeing. Variance analysis, trend identification, and forecasting methods that work with incomplete data. You'll practice with case studies from retail, services, and manufacturing sectors.
Implementation Project
Final weeks are yours. You'll apply everything to a specific challenge in your business while we provide feedback. Previous students have rebuilt entire budget systems, automated monthly reporting, and created board presentations that actually got read.
What Changed for Them
Before this program, I was spending two days every month reconciling budget numbers. Now it takes three hours and I catch errors immediately instead of weeks later. The techniques for variance analysis alone saved us from a bad quarter.
I thought I understood our budget until week four when we rebuilt the entire tracking system. Turns out we were measuring activity instead of outcomes. The new framework shows us exactly where money goes and why, which made planning for 2025 actually possible.
The strategic track changed how our leadership team talks about money. Instead of arguing about who went over budget, we now discuss trends and scenarios. The forecasting models we built during the program run our quarterly planning sessions now.
Next Intake Opens August 2025
We keep groups small because everyone works with their actual business data, which means lots of individual feedback. Foundation track fills up fastest.
- Application Opens: 15 June 2025
- Program Starts: 2 September 2025
- Group Size: 12 participants maximum
- Format: Weekly sessions + project work