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Agile

Masterclass: Lean budgeting for strategic portfolio success

Watch this webinar hosted by our agile expert Tina Behers, who discusses lean budgeting and how it supports strategic portfolio management by combining strategy management, portfolio management and agile financial management practices.
Two people and a large weighing scale
Organisations need to make decisions and change quickly. Adapting swiftly and making informed financial decisions that align with their strategic objectives can mean the difference between success and failure. Our 'Lean budgeting for strategic portfolio success' masterclass is designed to equip finance professionals, project managers, and business leaders with the knowledge and tools necessary to implement lean budgeting principles effectively within their organisations.
Strategy management is fundamentally about managing business assets and resources to deliver value to the organisation and its shareholders. Strategic portfolio management (SPM) combines this approach of delivering value with portfolio management and agile financial management.
However, these processes take time and effort to get right, bringing with them some common challenges, including cultural resistance, misaligned teams, and the need for the correct data and metrics.
This webinar delves into overcoming these challenges for lean budgeting—a more fluid and responsive approach to managing financial resources that emphasises continuous improvement and aligning budgets with value delivery.
By implementing agile methodologies in the financial services industry, organisations can benefit from enhancing efficiency, adaptability, and customer satisfaction.
This masterclass webinar explores how this value can be realised with lean portfolio management practices and offers actionable insights and best practices for delivering that all-important value.

Key topics of discussion:

Strategic portfolio management
Learn how strategic portfolio management differs from traditional portfolio management.
Informed decisions
Learn how a regular cadence of meetings is used to review business objectives and market conditions to pivot or persevere.
Resource alignment
Learn how to align an organisation's corporate strategic goals with the underlying initiatives and the resources required to deliver them.
Provide focus
Learn how strategic portfolio management helps to set the organisation's focus against strategic goals by communicating the 'why we are doing this' for teams.
Value delivery
Learn how, by taking a goals-based approach, value can be delivered incrementally, waste is minimised, and value is optimised.

Don't miss out on the opportunity to learn how to achieve your strategic goals with SPM

Watch our webinar on-demand today.