Mastering Activity-Based Costing for Strategic Decision-Making
You're under pressure. Margins are tightening. Costs are rising. And yet, your leadership is demanding smarter, faster, more defensible decisions-without the data to back them up. You're not just managing spreadsheets anymore. You're being judged on strategic impact. But when your costing models are outdated or misleading, how can you confidently recommend which product lines to keep, which processes to streamline, or where to invest next? Traditional costing methods are failing you. They obscure reality, cloud accountability, and lead to misaligned resource allocation. The result? Missed targets, eroded trust, and career-limiting decisions made in the dark. Mastering Activity-Based Costing for Strategic Decision-Making is not another theoretical finance course. It’s the proven framework high-performing finance leaders use to transform cost data into clarity, credibility, and competitive advantage. One recent participant, a senior manager at a multinational manufacturing firm, applied the methodology to identify a product line that appeared profitable under conventional costing-but was actually draining $1.8M annually in hidden support costs. Within six weeks of completing the course, he presented a board-ready analysis that led to a strategic pivot and reallocation of capital to higher-margin alternatives. Imagine walking into your next leadership meeting with a fully auditable cost model, clear visibility into profit-drivers, and the confidence to challenge assumptions others accept as fact. This course takes you from confusion to conviction, equipping you to build and present an actionable, defensible Activity-Based Costing system in as little as 30 days-with a board-ready business case included. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced, On-Demand, and Designed for Real Careers
This course is built for professionals who demand maximum flexibility without sacrificing depth or results. You gain immediate access to all materials, structured for rapid mastery and real-world impact. There are no live sessions, no deadlines, and no pressure to keep pace with others. Designed for completion in 4 to 6 weeks with just 60–90 minutes of weekly commitment, most learners begin applying techniques in their current role within the first 10 days. Real results-such as identifying cost distortions, re-evaluating product profitability, or refining budgeting strategies-often emerge before the course concludes. Lifetime Access, Always Up to Date
Enrollment includes lifetime access to the full course content. As industry practices evolve, updates are delivered at no additional cost. This is not a rental-it’s a permanent addition to your professional toolkit, accessible from any device, anytime, anywhere in the world. The platform is mobile-friendly and optimized for performance on all modern browsers. Whether you’re reviewing a module during a commute or refining your ABC model from a tablet at home, your experience remains seamless and secure. Direct Guidance from Leading Cost Strategy Practitioners
While the course is self-paced, your learning is not isolated. You receive direct, responsive support from an instructor with over 18 years of experience in cost transformation across Fortune 500 and mid-market organisations. Questions are answered within 24–48 hours, with detailed feedback on exercises and project applications. This support is not automated, templated, or outsourced. It’s tailored to your real-world context, whether you're in manufacturing, healthcare, logistics, or professional services. Certificate of Completion Issued by The Art of Service
Upon successful completion, you receive a professionally printed Certificate of Completion issued by The Art of Service-a globally trusted name in professional development, with alumni in over 120 countries. This credential strengthens your profile on LinkedIn, resumes, and internal advancement discussions. It signals not just completion, but mastery of a methodology that drives tangible ROI. Recruiters and hiring managers recognise the standard behind this certification because it reflects rigorous application, not passive consumption. Transparent, One-Time Investment. No Hidden Fees.
The pricing structure is simple and straightforward. You pay a single, all-inclusive fee with no recurring charges, hidden add-ons, or upsells. What you see is what you get-full course access, support, updates, and certification. We accept all major payment methods, including Visa, Mastercard, and PayPal. The checkout process is secure, encrypted, and compliant with global financial standards. 100% Satisfied or Refunded: Zero Risk, Maximum Confidence
We understand that your time is valuable and your goals are serious. That’s why we offer a full refund guarantee. If you complete the first two modules and feel the course isn’t delivering the clarity, tools, and confidence you expected, simply request a refund-no questions asked. This isn’t a trial. It’s a performance promise. We stand behind the value because we’ve seen finance professionals use this methodology to achieve promotions, lead transformation initiatives, and gain board-level visibility. Real Results, Even If You’re Starting From Behind
“This works even if…” you’ve never built an ABC model before. your organisation resists change. you’re not in a cost accounting role-but need to understand cost drivers anyway. your data systems are fragmented. you’re time-constrained and need fast, credible results. An operations director in the logistics sector used the templates and step-by-step worksheets to bypass legacy system limitations. By mapping key activities manually, she delivered a cost model that revealed a 37% over-allocation of overhead to low-volume clients-leading to a revised pricing strategy and immediate margin improvement. After enrollment, you’ll receive an automated confirmation email. Once the course materials are fully prepared and quality-checked, your access credentials will be sent in a separate email. This ensures accuracy and security in delivery-without compromising your ability to progress at your own pace.
Extensive and Detailed Course Curriculum
Module 1: Foundations of Modern Cost Management - The strategic limitations of traditional volume-based costing
- Understanding cost distortion and its organisational impact
- Why ABC is no longer optional for competitive advantage
- The evolution of costing models in complex business environments
- When and where Activity-Based Costing delivers maximum ROI
- Defining direct, indirect, fixed, variable, and semi-variable costs
- Identifying cost objects and decision-useful cost information
- Linking cost accuracy to pricing, product mix, and profitability
- Common misconceptions and myths about ABC implementation
- Setting realistic expectations for time, data, and cultural adoption
Module 2: Core Principles of Activity-Based Costing - Defining activities as the foundation of cost causality
- Distinguishing between primary and support activities
- Understanding activity drivers and their role in cost allocation
- Resource consumption vs. output volume: a paradigm shift
- The logic of tracing costs through multiple layers
- Building a cause-and-effect mindset in financial analysis
- Identifying unnecessary or non-value-added activities
- Mapping cost flow from resources to activities to cost objects
- Differentiating between transaction drivers and duration drivers
- Practical examples of driver selection across industries
Module 3: Designing the ABC Framework - Step-by-step methodology for ABC system design
- Establishing project scope and boundaries
- Defining the primary objective: strategic decision support
- Selecting appropriate cost objects (products, services, customers)
- Choosing the right level of granularity: accuracy vs. complexity
- Developing a scalable, extensible framework
- Aligning ABC design with existing ERP or accounting systems
- Creating a roadmap for pilot testing and rollout
- Determining data availability and collection requirements
- Setting success metrics for model validation
Module 4: Resource Identification and Cost Pooling - Identifying all relevant resource categories
- Classifying resources by type (people, technology, facilities)
- Tracing payroll, benefits, and allocated overhead to resources
- Handling shared services and cross-functional costs
- Aggregating costs into meaningful resource pools
- Validating resource cost accuracy with general ledger data
- Adjusting for non-cash and sunk costs
- Addressing depreciation and amortisation in ABC
- Handling one-time or irregular expenses
- Using time allocation surveys to improve precision
Module 5: Activity Mapping and Definition - Conducting activity brainstorming sessions with stakeholders
- Using process documentation to identify key activities
- Writing clear, unambiguous activity definitions
- Categorising activities by function (production, support, sales)
- Eliminating redundant or overlapping activity definitions
- Developing standardised activity naming conventions
- Linking activities to organisational processes and workflows
- Using cross-functional input to avoid siloed perspectives
- Documenting activity purpose, inputs, and outputs
- Creating an activity dictionary for consistency and auditability
Module 6: Assigning Resource Costs to Activities - Selecting appropriate resource drivers (e.g. headcount, machine hours)
- Mapping employees' time across multiple activities
- Using time studies and estimation techniques
- Designing and analysing time allocation surveys
- Allocating IT and software costs by usage metrics
- Assigning facility costs based on space or occupancy
- Handling shared administrative and management overhead
- Validating driver logic with operational managers
- Creating transparent, auditable allocation rules
- Developing a resource-to-activity assignment matrix
Module 7: Selecting and Validating Activity Drivers - Distinguishing between transaction, duration, and intensity drivers
- Choosing drivers based on cost causality, not convenience
- Using operational data to support driver selection
- Validating drivers through interviews and observation
- Testing driver robustness under different scenarios
- Adjusting drivers for seasonality or volume changes
- Documenting assumptions and limitations
- Using proxy drivers when perfect data is unavailable
- Avoiding common driver selection pitfalls
- Creating a driver specification sheet for audit and training
Module 8: Assigning Activity Costs to Cost Objects - Linking activities to products, services, or customers
- Collecting data on cost object consumption of activities
- Building consumption matrices for multi-product environments
- Allocating setup, inspection, and engineering costs accurately
- Handling customer-specific service activities
- Incorporating order size and complexity factors
- Refining allocations based on customer behaviour
- Developing standardised cost assignment procedures
- Validating final allocations with operational leads
- Generating preliminary cost reports for review
Module 9: Building the ABC Model in Practice - Structuring the model in industry-standard templates
- Using Excel or Google Sheets for transparent modelling
- Creating dynamic formulas for automatic recalculation
- Designing dashboards for visual analysis
- Implementing error-checking and validation controls
- Documenting all formulas and assumptions
- Ensuring model reproducibility and audit readiness
- Using colour coding and formatting for clarity
- Protecting sensitive data with access controls
- Testing the model with historical data
Module 10: Data Collection and Validation Strategies - Designing targeted data requests for accuracy and compliance
- Working with departments to gather timely inputs
- Using sampling techniques for large datasets
- Validating data for completeness and consistency
- Handling missing data using reasonable estimation
- Using data reconciliation to resolve discrepancies
- Leveraging existing reports and dashboards
- Building trust with data providers across the organisation
- Documenting sources and version control
- Creating a data governance checklist
Module 11: Conducting ABC Pilot Studies - Choosing a pilot area with high strategic visibility
- Defining pilot scope and success criteria
- Engaging key stakeholders early
- Running the model with real data
- Comparing ABC results vs. traditional costing
- Identifying and explaining major cost shifts
- Gathering feedback from pilot participants
- Using results to refine model assumptions
- Demonstrating value to decision-makers
- Creating a go/no-go decision framework
Module 12: Interpreting and Communicating Results - Identifying significant cost distortions
- Explaining why certain products or customers appear unprofitable
- Creating comparative profitability reports
- Highlighting key insights with visual charts
- Developing executive summaries for leadership
- Using storytelling to convey financial impact
- Anticipating and addressing common objections
- Positioning findings as opportunity, not failure
- Aligning results with strategic priorities
- Drafting board-ready presentation decks
Module 13: Strategic Applications of ABC - Using ABC to inform product mix decisions
- Identifying candidates for discontinuation or redesign
- Supporting make-or-buy analysis
- Improving customer profitability analysis
- Enabling value-based pricing strategies
- Guiding process improvement initiatives
- Informing capital investment decisions
- Supporting sales force incentives and accountability
- Linking ABC to performance measurement systems
- Using cost insights to enhance operational efficiency
Module 14: Process Improvement and Cost Reduction - Identifying high-cost, low-value activities
- Using ABC to prioritise process improvement efforts
- Mapping activity costs to Six Sigma or Lean initiatives
- Quantifying the financial impact of process changes
- Setting reduction targets based on ABC data
- Tracking cost savings over time
- Building business cases for automation
- Identifying bottlenecks and workflow inefficiencies
- Reducing complexity and customisation costs
- Validating the ROI of operational improvements
Module 15: Pricing and Product Strategy - Using ABC to establish true minimum pricing thresholds
- Designing tiered pricing based on cost structure
- Identifying underpriced products or services
- Justifying price increases with data
- Developing customer-specific pricing models
- Aligning pricing with service levels and profitability
- Handling competitive pricing pressures
- Using ABC in bid and proposal processes
- Evaluating new product development opportunities
- Integrating ABC into pricing governance frameworks
Module 16: Customer Profitability Analysis - Extending ABC to customer-level costing
- Mapping sales, service, and support activities to customers
- Identifying high-maintenance, low-profit customers
- Analysing order size, frequency, and complexity
- Factoring in returns, complaints, and special handling
- Developing customer segmentation models
- Creating profitability heatmaps
- Designing customer management strategies
- Renegotiating contracts based on cost insights
- Balancing customer retention with profitability
Module 17: Budgeting and Forecasting with ABC - Linking activity levels to volume and cost projections
- Developing activity-based budgets (ABB)
- Creating flexible budgets that respond to demand
- Forecasting costs under different scenarios
- Using ABC to assess capacity utilisation
- Incorporating cost drivers into financial models
- Improving forecasting accuracy with causal relationships
- Using ABC to challenge budget assumptions
- Aligning resource planning with strategic goals
- Supporting zero-based budgeting initiatives
Module 18: Performance Management and KPIs - Designing activity-based key performance indicators
- Linking individual and team performance to cost efficiency
- Creating dashboards for real-time monitoring
- Setting benchmarks and targets
- Using ABC to inform bonus and incentive design
- Tracking non-financial drivers of cost
- Developing scorecards for cross-functional teams
- Ensuring accountability at the activity level
- Aligning performance metrics with strategic objectives
- Using ABC to close the strategy-execution gap
Module 19: Overcoming Implementation Challenges - Addressing resistance from finance and operations
- Managing change through clear communication
- Securing executive sponsorship
- Building a coalition of advocates
- Handling data quality concerns
- Managing scope creep and complexity
- Addressing IT integration challenges
- Responding to skepticism about ROI
- Scaling from pilot to enterprise-wide adoption
- Developing an ABC governance framework
Module 20: Integrating ABC with ERP and Financial Systems - Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
Module 1: Foundations of Modern Cost Management - The strategic limitations of traditional volume-based costing
- Understanding cost distortion and its organisational impact
- Why ABC is no longer optional for competitive advantage
- The evolution of costing models in complex business environments
- When and where Activity-Based Costing delivers maximum ROI
- Defining direct, indirect, fixed, variable, and semi-variable costs
- Identifying cost objects and decision-useful cost information
- Linking cost accuracy to pricing, product mix, and profitability
- Common misconceptions and myths about ABC implementation
- Setting realistic expectations for time, data, and cultural adoption
Module 2: Core Principles of Activity-Based Costing - Defining activities as the foundation of cost causality
- Distinguishing between primary and support activities
- Understanding activity drivers and their role in cost allocation
- Resource consumption vs. output volume: a paradigm shift
- The logic of tracing costs through multiple layers
- Building a cause-and-effect mindset in financial analysis
- Identifying unnecessary or non-value-added activities
- Mapping cost flow from resources to activities to cost objects
- Differentiating between transaction drivers and duration drivers
- Practical examples of driver selection across industries
Module 3: Designing the ABC Framework - Step-by-step methodology for ABC system design
- Establishing project scope and boundaries
- Defining the primary objective: strategic decision support
- Selecting appropriate cost objects (products, services, customers)
- Choosing the right level of granularity: accuracy vs. complexity
- Developing a scalable, extensible framework
- Aligning ABC design with existing ERP or accounting systems
- Creating a roadmap for pilot testing and rollout
- Determining data availability and collection requirements
- Setting success metrics for model validation
Module 4: Resource Identification and Cost Pooling - Identifying all relevant resource categories
- Classifying resources by type (people, technology, facilities)
- Tracing payroll, benefits, and allocated overhead to resources
- Handling shared services and cross-functional costs
- Aggregating costs into meaningful resource pools
- Validating resource cost accuracy with general ledger data
- Adjusting for non-cash and sunk costs
- Addressing depreciation and amortisation in ABC
- Handling one-time or irregular expenses
- Using time allocation surveys to improve precision
Module 5: Activity Mapping and Definition - Conducting activity brainstorming sessions with stakeholders
- Using process documentation to identify key activities
- Writing clear, unambiguous activity definitions
- Categorising activities by function (production, support, sales)
- Eliminating redundant or overlapping activity definitions
- Developing standardised activity naming conventions
- Linking activities to organisational processes and workflows
- Using cross-functional input to avoid siloed perspectives
- Documenting activity purpose, inputs, and outputs
- Creating an activity dictionary for consistency and auditability
Module 6: Assigning Resource Costs to Activities - Selecting appropriate resource drivers (e.g. headcount, machine hours)
- Mapping employees' time across multiple activities
- Using time studies and estimation techniques
- Designing and analysing time allocation surveys
- Allocating IT and software costs by usage metrics
- Assigning facility costs based on space or occupancy
- Handling shared administrative and management overhead
- Validating driver logic with operational managers
- Creating transparent, auditable allocation rules
- Developing a resource-to-activity assignment matrix
Module 7: Selecting and Validating Activity Drivers - Distinguishing between transaction, duration, and intensity drivers
- Choosing drivers based on cost causality, not convenience
- Using operational data to support driver selection
- Validating drivers through interviews and observation
- Testing driver robustness under different scenarios
- Adjusting drivers for seasonality or volume changes
- Documenting assumptions and limitations
- Using proxy drivers when perfect data is unavailable
- Avoiding common driver selection pitfalls
- Creating a driver specification sheet for audit and training
Module 8: Assigning Activity Costs to Cost Objects - Linking activities to products, services, or customers
- Collecting data on cost object consumption of activities
- Building consumption matrices for multi-product environments
- Allocating setup, inspection, and engineering costs accurately
- Handling customer-specific service activities
- Incorporating order size and complexity factors
- Refining allocations based on customer behaviour
- Developing standardised cost assignment procedures
- Validating final allocations with operational leads
- Generating preliminary cost reports for review
Module 9: Building the ABC Model in Practice - Structuring the model in industry-standard templates
- Using Excel or Google Sheets for transparent modelling
- Creating dynamic formulas for automatic recalculation
- Designing dashboards for visual analysis
- Implementing error-checking and validation controls
- Documenting all formulas and assumptions
- Ensuring model reproducibility and audit readiness
- Using colour coding and formatting for clarity
- Protecting sensitive data with access controls
- Testing the model with historical data
Module 10: Data Collection and Validation Strategies - Designing targeted data requests for accuracy and compliance
- Working with departments to gather timely inputs
- Using sampling techniques for large datasets
- Validating data for completeness and consistency
- Handling missing data using reasonable estimation
- Using data reconciliation to resolve discrepancies
- Leveraging existing reports and dashboards
- Building trust with data providers across the organisation
- Documenting sources and version control
- Creating a data governance checklist
Module 11: Conducting ABC Pilot Studies - Choosing a pilot area with high strategic visibility
- Defining pilot scope and success criteria
- Engaging key stakeholders early
- Running the model with real data
- Comparing ABC results vs. traditional costing
- Identifying and explaining major cost shifts
- Gathering feedback from pilot participants
- Using results to refine model assumptions
- Demonstrating value to decision-makers
- Creating a go/no-go decision framework
Module 12: Interpreting and Communicating Results - Identifying significant cost distortions
- Explaining why certain products or customers appear unprofitable
- Creating comparative profitability reports
- Highlighting key insights with visual charts
- Developing executive summaries for leadership
- Using storytelling to convey financial impact
- Anticipating and addressing common objections
- Positioning findings as opportunity, not failure
- Aligning results with strategic priorities
- Drafting board-ready presentation decks
Module 13: Strategic Applications of ABC - Using ABC to inform product mix decisions
- Identifying candidates for discontinuation or redesign
- Supporting make-or-buy analysis
- Improving customer profitability analysis
- Enabling value-based pricing strategies
- Guiding process improvement initiatives
- Informing capital investment decisions
- Supporting sales force incentives and accountability
- Linking ABC to performance measurement systems
- Using cost insights to enhance operational efficiency
Module 14: Process Improvement and Cost Reduction - Identifying high-cost, low-value activities
- Using ABC to prioritise process improvement efforts
- Mapping activity costs to Six Sigma or Lean initiatives
- Quantifying the financial impact of process changes
- Setting reduction targets based on ABC data
- Tracking cost savings over time
- Building business cases for automation
- Identifying bottlenecks and workflow inefficiencies
- Reducing complexity and customisation costs
- Validating the ROI of operational improvements
Module 15: Pricing and Product Strategy - Using ABC to establish true minimum pricing thresholds
- Designing tiered pricing based on cost structure
- Identifying underpriced products or services
- Justifying price increases with data
- Developing customer-specific pricing models
- Aligning pricing with service levels and profitability
- Handling competitive pricing pressures
- Using ABC in bid and proposal processes
- Evaluating new product development opportunities
- Integrating ABC into pricing governance frameworks
Module 16: Customer Profitability Analysis - Extending ABC to customer-level costing
- Mapping sales, service, and support activities to customers
- Identifying high-maintenance, low-profit customers
- Analysing order size, frequency, and complexity
- Factoring in returns, complaints, and special handling
- Developing customer segmentation models
- Creating profitability heatmaps
- Designing customer management strategies
- Renegotiating contracts based on cost insights
- Balancing customer retention with profitability
Module 17: Budgeting and Forecasting with ABC - Linking activity levels to volume and cost projections
- Developing activity-based budgets (ABB)
- Creating flexible budgets that respond to demand
- Forecasting costs under different scenarios
- Using ABC to assess capacity utilisation
- Incorporating cost drivers into financial models
- Improving forecasting accuracy with causal relationships
- Using ABC to challenge budget assumptions
- Aligning resource planning with strategic goals
- Supporting zero-based budgeting initiatives
Module 18: Performance Management and KPIs - Designing activity-based key performance indicators
- Linking individual and team performance to cost efficiency
- Creating dashboards for real-time monitoring
- Setting benchmarks and targets
- Using ABC to inform bonus and incentive design
- Tracking non-financial drivers of cost
- Developing scorecards for cross-functional teams
- Ensuring accountability at the activity level
- Aligning performance metrics with strategic objectives
- Using ABC to close the strategy-execution gap
Module 19: Overcoming Implementation Challenges - Addressing resistance from finance and operations
- Managing change through clear communication
- Securing executive sponsorship
- Building a coalition of advocates
- Handling data quality concerns
- Managing scope creep and complexity
- Addressing IT integration challenges
- Responding to skepticism about ROI
- Scaling from pilot to enterprise-wide adoption
- Developing an ABC governance framework
Module 20: Integrating ABC with ERP and Financial Systems - Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
- Defining activities as the foundation of cost causality
- Distinguishing between primary and support activities
- Understanding activity drivers and their role in cost allocation
- Resource consumption vs. output volume: a paradigm shift
- The logic of tracing costs through multiple layers
- Building a cause-and-effect mindset in financial analysis
- Identifying unnecessary or non-value-added activities
- Mapping cost flow from resources to activities to cost objects
- Differentiating between transaction drivers and duration drivers
- Practical examples of driver selection across industries
Module 3: Designing the ABC Framework - Step-by-step methodology for ABC system design
- Establishing project scope and boundaries
- Defining the primary objective: strategic decision support
- Selecting appropriate cost objects (products, services, customers)
- Choosing the right level of granularity: accuracy vs. complexity
- Developing a scalable, extensible framework
- Aligning ABC design with existing ERP or accounting systems
- Creating a roadmap for pilot testing and rollout
- Determining data availability and collection requirements
- Setting success metrics for model validation
Module 4: Resource Identification and Cost Pooling - Identifying all relevant resource categories
- Classifying resources by type (people, technology, facilities)
- Tracing payroll, benefits, and allocated overhead to resources
- Handling shared services and cross-functional costs
- Aggregating costs into meaningful resource pools
- Validating resource cost accuracy with general ledger data
- Adjusting for non-cash and sunk costs
- Addressing depreciation and amortisation in ABC
- Handling one-time or irregular expenses
- Using time allocation surveys to improve precision
Module 5: Activity Mapping and Definition - Conducting activity brainstorming sessions with stakeholders
- Using process documentation to identify key activities
- Writing clear, unambiguous activity definitions
- Categorising activities by function (production, support, sales)
- Eliminating redundant or overlapping activity definitions
- Developing standardised activity naming conventions
- Linking activities to organisational processes and workflows
- Using cross-functional input to avoid siloed perspectives
- Documenting activity purpose, inputs, and outputs
- Creating an activity dictionary for consistency and auditability
Module 6: Assigning Resource Costs to Activities - Selecting appropriate resource drivers (e.g. headcount, machine hours)
- Mapping employees' time across multiple activities
- Using time studies and estimation techniques
- Designing and analysing time allocation surveys
- Allocating IT and software costs by usage metrics
- Assigning facility costs based on space or occupancy
- Handling shared administrative and management overhead
- Validating driver logic with operational managers
- Creating transparent, auditable allocation rules
- Developing a resource-to-activity assignment matrix
Module 7: Selecting and Validating Activity Drivers - Distinguishing between transaction, duration, and intensity drivers
- Choosing drivers based on cost causality, not convenience
- Using operational data to support driver selection
- Validating drivers through interviews and observation
- Testing driver robustness under different scenarios
- Adjusting drivers for seasonality or volume changes
- Documenting assumptions and limitations
- Using proxy drivers when perfect data is unavailable
- Avoiding common driver selection pitfalls
- Creating a driver specification sheet for audit and training
Module 8: Assigning Activity Costs to Cost Objects - Linking activities to products, services, or customers
- Collecting data on cost object consumption of activities
- Building consumption matrices for multi-product environments
- Allocating setup, inspection, and engineering costs accurately
- Handling customer-specific service activities
- Incorporating order size and complexity factors
- Refining allocations based on customer behaviour
- Developing standardised cost assignment procedures
- Validating final allocations with operational leads
- Generating preliminary cost reports for review
Module 9: Building the ABC Model in Practice - Structuring the model in industry-standard templates
- Using Excel or Google Sheets for transparent modelling
- Creating dynamic formulas for automatic recalculation
- Designing dashboards for visual analysis
- Implementing error-checking and validation controls
- Documenting all formulas and assumptions
- Ensuring model reproducibility and audit readiness
- Using colour coding and formatting for clarity
- Protecting sensitive data with access controls
- Testing the model with historical data
Module 10: Data Collection and Validation Strategies - Designing targeted data requests for accuracy and compliance
- Working with departments to gather timely inputs
- Using sampling techniques for large datasets
- Validating data for completeness and consistency
- Handling missing data using reasonable estimation
- Using data reconciliation to resolve discrepancies
- Leveraging existing reports and dashboards
- Building trust with data providers across the organisation
- Documenting sources and version control
- Creating a data governance checklist
Module 11: Conducting ABC Pilot Studies - Choosing a pilot area with high strategic visibility
- Defining pilot scope and success criteria
- Engaging key stakeholders early
- Running the model with real data
- Comparing ABC results vs. traditional costing
- Identifying and explaining major cost shifts
- Gathering feedback from pilot participants
- Using results to refine model assumptions
- Demonstrating value to decision-makers
- Creating a go/no-go decision framework
Module 12: Interpreting and Communicating Results - Identifying significant cost distortions
- Explaining why certain products or customers appear unprofitable
- Creating comparative profitability reports
- Highlighting key insights with visual charts
- Developing executive summaries for leadership
- Using storytelling to convey financial impact
- Anticipating and addressing common objections
- Positioning findings as opportunity, not failure
- Aligning results with strategic priorities
- Drafting board-ready presentation decks
Module 13: Strategic Applications of ABC - Using ABC to inform product mix decisions
- Identifying candidates for discontinuation or redesign
- Supporting make-or-buy analysis
- Improving customer profitability analysis
- Enabling value-based pricing strategies
- Guiding process improvement initiatives
- Informing capital investment decisions
- Supporting sales force incentives and accountability
- Linking ABC to performance measurement systems
- Using cost insights to enhance operational efficiency
Module 14: Process Improvement and Cost Reduction - Identifying high-cost, low-value activities
- Using ABC to prioritise process improvement efforts
- Mapping activity costs to Six Sigma or Lean initiatives
- Quantifying the financial impact of process changes
- Setting reduction targets based on ABC data
- Tracking cost savings over time
- Building business cases for automation
- Identifying bottlenecks and workflow inefficiencies
- Reducing complexity and customisation costs
- Validating the ROI of operational improvements
Module 15: Pricing and Product Strategy - Using ABC to establish true minimum pricing thresholds
- Designing tiered pricing based on cost structure
- Identifying underpriced products or services
- Justifying price increases with data
- Developing customer-specific pricing models
- Aligning pricing with service levels and profitability
- Handling competitive pricing pressures
- Using ABC in bid and proposal processes
- Evaluating new product development opportunities
- Integrating ABC into pricing governance frameworks
Module 16: Customer Profitability Analysis - Extending ABC to customer-level costing
- Mapping sales, service, and support activities to customers
- Identifying high-maintenance, low-profit customers
- Analysing order size, frequency, and complexity
- Factoring in returns, complaints, and special handling
- Developing customer segmentation models
- Creating profitability heatmaps
- Designing customer management strategies
- Renegotiating contracts based on cost insights
- Balancing customer retention with profitability
Module 17: Budgeting and Forecasting with ABC - Linking activity levels to volume and cost projections
- Developing activity-based budgets (ABB)
- Creating flexible budgets that respond to demand
- Forecasting costs under different scenarios
- Using ABC to assess capacity utilisation
- Incorporating cost drivers into financial models
- Improving forecasting accuracy with causal relationships
- Using ABC to challenge budget assumptions
- Aligning resource planning with strategic goals
- Supporting zero-based budgeting initiatives
Module 18: Performance Management and KPIs - Designing activity-based key performance indicators
- Linking individual and team performance to cost efficiency
- Creating dashboards for real-time monitoring
- Setting benchmarks and targets
- Using ABC to inform bonus and incentive design
- Tracking non-financial drivers of cost
- Developing scorecards for cross-functional teams
- Ensuring accountability at the activity level
- Aligning performance metrics with strategic objectives
- Using ABC to close the strategy-execution gap
Module 19: Overcoming Implementation Challenges - Addressing resistance from finance and operations
- Managing change through clear communication
- Securing executive sponsorship
- Building a coalition of advocates
- Handling data quality concerns
- Managing scope creep and complexity
- Addressing IT integration challenges
- Responding to skepticism about ROI
- Scaling from pilot to enterprise-wide adoption
- Developing an ABC governance framework
Module 20: Integrating ABC with ERP and Financial Systems - Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
- Identifying all relevant resource categories
- Classifying resources by type (people, technology, facilities)
- Tracing payroll, benefits, and allocated overhead to resources
- Handling shared services and cross-functional costs
- Aggregating costs into meaningful resource pools
- Validating resource cost accuracy with general ledger data
- Adjusting for non-cash and sunk costs
- Addressing depreciation and amortisation in ABC
- Handling one-time or irregular expenses
- Using time allocation surveys to improve precision
Module 5: Activity Mapping and Definition - Conducting activity brainstorming sessions with stakeholders
- Using process documentation to identify key activities
- Writing clear, unambiguous activity definitions
- Categorising activities by function (production, support, sales)
- Eliminating redundant or overlapping activity definitions
- Developing standardised activity naming conventions
- Linking activities to organisational processes and workflows
- Using cross-functional input to avoid siloed perspectives
- Documenting activity purpose, inputs, and outputs
- Creating an activity dictionary for consistency and auditability
Module 6: Assigning Resource Costs to Activities - Selecting appropriate resource drivers (e.g. headcount, machine hours)
- Mapping employees' time across multiple activities
- Using time studies and estimation techniques
- Designing and analysing time allocation surveys
- Allocating IT and software costs by usage metrics
- Assigning facility costs based on space or occupancy
- Handling shared administrative and management overhead
- Validating driver logic with operational managers
- Creating transparent, auditable allocation rules
- Developing a resource-to-activity assignment matrix
Module 7: Selecting and Validating Activity Drivers - Distinguishing between transaction, duration, and intensity drivers
- Choosing drivers based on cost causality, not convenience
- Using operational data to support driver selection
- Validating drivers through interviews and observation
- Testing driver robustness under different scenarios
- Adjusting drivers for seasonality or volume changes
- Documenting assumptions and limitations
- Using proxy drivers when perfect data is unavailable
- Avoiding common driver selection pitfalls
- Creating a driver specification sheet for audit and training
Module 8: Assigning Activity Costs to Cost Objects - Linking activities to products, services, or customers
- Collecting data on cost object consumption of activities
- Building consumption matrices for multi-product environments
- Allocating setup, inspection, and engineering costs accurately
- Handling customer-specific service activities
- Incorporating order size and complexity factors
- Refining allocations based on customer behaviour
- Developing standardised cost assignment procedures
- Validating final allocations with operational leads
- Generating preliminary cost reports for review
Module 9: Building the ABC Model in Practice - Structuring the model in industry-standard templates
- Using Excel or Google Sheets for transparent modelling
- Creating dynamic formulas for automatic recalculation
- Designing dashboards for visual analysis
- Implementing error-checking and validation controls
- Documenting all formulas and assumptions
- Ensuring model reproducibility and audit readiness
- Using colour coding and formatting for clarity
- Protecting sensitive data with access controls
- Testing the model with historical data
Module 10: Data Collection and Validation Strategies - Designing targeted data requests for accuracy and compliance
- Working with departments to gather timely inputs
- Using sampling techniques for large datasets
- Validating data for completeness and consistency
- Handling missing data using reasonable estimation
- Using data reconciliation to resolve discrepancies
- Leveraging existing reports and dashboards
- Building trust with data providers across the organisation
- Documenting sources and version control
- Creating a data governance checklist
Module 11: Conducting ABC Pilot Studies - Choosing a pilot area with high strategic visibility
- Defining pilot scope and success criteria
- Engaging key stakeholders early
- Running the model with real data
- Comparing ABC results vs. traditional costing
- Identifying and explaining major cost shifts
- Gathering feedback from pilot participants
- Using results to refine model assumptions
- Demonstrating value to decision-makers
- Creating a go/no-go decision framework
Module 12: Interpreting and Communicating Results - Identifying significant cost distortions
- Explaining why certain products or customers appear unprofitable
- Creating comparative profitability reports
- Highlighting key insights with visual charts
- Developing executive summaries for leadership
- Using storytelling to convey financial impact
- Anticipating and addressing common objections
- Positioning findings as opportunity, not failure
- Aligning results with strategic priorities
- Drafting board-ready presentation decks
Module 13: Strategic Applications of ABC - Using ABC to inform product mix decisions
- Identifying candidates for discontinuation or redesign
- Supporting make-or-buy analysis
- Improving customer profitability analysis
- Enabling value-based pricing strategies
- Guiding process improvement initiatives
- Informing capital investment decisions
- Supporting sales force incentives and accountability
- Linking ABC to performance measurement systems
- Using cost insights to enhance operational efficiency
Module 14: Process Improvement and Cost Reduction - Identifying high-cost, low-value activities
- Using ABC to prioritise process improvement efforts
- Mapping activity costs to Six Sigma or Lean initiatives
- Quantifying the financial impact of process changes
- Setting reduction targets based on ABC data
- Tracking cost savings over time
- Building business cases for automation
- Identifying bottlenecks and workflow inefficiencies
- Reducing complexity and customisation costs
- Validating the ROI of operational improvements
Module 15: Pricing and Product Strategy - Using ABC to establish true minimum pricing thresholds
- Designing tiered pricing based on cost structure
- Identifying underpriced products or services
- Justifying price increases with data
- Developing customer-specific pricing models
- Aligning pricing with service levels and profitability
- Handling competitive pricing pressures
- Using ABC in bid and proposal processes
- Evaluating new product development opportunities
- Integrating ABC into pricing governance frameworks
Module 16: Customer Profitability Analysis - Extending ABC to customer-level costing
- Mapping sales, service, and support activities to customers
- Identifying high-maintenance, low-profit customers
- Analysing order size, frequency, and complexity
- Factoring in returns, complaints, and special handling
- Developing customer segmentation models
- Creating profitability heatmaps
- Designing customer management strategies
- Renegotiating contracts based on cost insights
- Balancing customer retention with profitability
Module 17: Budgeting and Forecasting with ABC - Linking activity levels to volume and cost projections
- Developing activity-based budgets (ABB)
- Creating flexible budgets that respond to demand
- Forecasting costs under different scenarios
- Using ABC to assess capacity utilisation
- Incorporating cost drivers into financial models
- Improving forecasting accuracy with causal relationships
- Using ABC to challenge budget assumptions
- Aligning resource planning with strategic goals
- Supporting zero-based budgeting initiatives
Module 18: Performance Management and KPIs - Designing activity-based key performance indicators
- Linking individual and team performance to cost efficiency
- Creating dashboards for real-time monitoring
- Setting benchmarks and targets
- Using ABC to inform bonus and incentive design
- Tracking non-financial drivers of cost
- Developing scorecards for cross-functional teams
- Ensuring accountability at the activity level
- Aligning performance metrics with strategic objectives
- Using ABC to close the strategy-execution gap
Module 19: Overcoming Implementation Challenges - Addressing resistance from finance and operations
- Managing change through clear communication
- Securing executive sponsorship
- Building a coalition of advocates
- Handling data quality concerns
- Managing scope creep and complexity
- Addressing IT integration challenges
- Responding to skepticism about ROI
- Scaling from pilot to enterprise-wide adoption
- Developing an ABC governance framework
Module 20: Integrating ABC with ERP and Financial Systems - Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
- Selecting appropriate resource drivers (e.g. headcount, machine hours)
- Mapping employees' time across multiple activities
- Using time studies and estimation techniques
- Designing and analysing time allocation surveys
- Allocating IT and software costs by usage metrics
- Assigning facility costs based on space or occupancy
- Handling shared administrative and management overhead
- Validating driver logic with operational managers
- Creating transparent, auditable allocation rules
- Developing a resource-to-activity assignment matrix
Module 7: Selecting and Validating Activity Drivers - Distinguishing between transaction, duration, and intensity drivers
- Choosing drivers based on cost causality, not convenience
- Using operational data to support driver selection
- Validating drivers through interviews and observation
- Testing driver robustness under different scenarios
- Adjusting drivers for seasonality or volume changes
- Documenting assumptions and limitations
- Using proxy drivers when perfect data is unavailable
- Avoiding common driver selection pitfalls
- Creating a driver specification sheet for audit and training
Module 8: Assigning Activity Costs to Cost Objects - Linking activities to products, services, or customers
- Collecting data on cost object consumption of activities
- Building consumption matrices for multi-product environments
- Allocating setup, inspection, and engineering costs accurately
- Handling customer-specific service activities
- Incorporating order size and complexity factors
- Refining allocations based on customer behaviour
- Developing standardised cost assignment procedures
- Validating final allocations with operational leads
- Generating preliminary cost reports for review
Module 9: Building the ABC Model in Practice - Structuring the model in industry-standard templates
- Using Excel or Google Sheets for transparent modelling
- Creating dynamic formulas for automatic recalculation
- Designing dashboards for visual analysis
- Implementing error-checking and validation controls
- Documenting all formulas and assumptions
- Ensuring model reproducibility and audit readiness
- Using colour coding and formatting for clarity
- Protecting sensitive data with access controls
- Testing the model with historical data
Module 10: Data Collection and Validation Strategies - Designing targeted data requests for accuracy and compliance
- Working with departments to gather timely inputs
- Using sampling techniques for large datasets
- Validating data for completeness and consistency
- Handling missing data using reasonable estimation
- Using data reconciliation to resolve discrepancies
- Leveraging existing reports and dashboards
- Building trust with data providers across the organisation
- Documenting sources and version control
- Creating a data governance checklist
Module 11: Conducting ABC Pilot Studies - Choosing a pilot area with high strategic visibility
- Defining pilot scope and success criteria
- Engaging key stakeholders early
- Running the model with real data
- Comparing ABC results vs. traditional costing
- Identifying and explaining major cost shifts
- Gathering feedback from pilot participants
- Using results to refine model assumptions
- Demonstrating value to decision-makers
- Creating a go/no-go decision framework
Module 12: Interpreting and Communicating Results - Identifying significant cost distortions
- Explaining why certain products or customers appear unprofitable
- Creating comparative profitability reports
- Highlighting key insights with visual charts
- Developing executive summaries for leadership
- Using storytelling to convey financial impact
- Anticipating and addressing common objections
- Positioning findings as opportunity, not failure
- Aligning results with strategic priorities
- Drafting board-ready presentation decks
Module 13: Strategic Applications of ABC - Using ABC to inform product mix decisions
- Identifying candidates for discontinuation or redesign
- Supporting make-or-buy analysis
- Improving customer profitability analysis
- Enabling value-based pricing strategies
- Guiding process improvement initiatives
- Informing capital investment decisions
- Supporting sales force incentives and accountability
- Linking ABC to performance measurement systems
- Using cost insights to enhance operational efficiency
Module 14: Process Improvement and Cost Reduction - Identifying high-cost, low-value activities
- Using ABC to prioritise process improvement efforts
- Mapping activity costs to Six Sigma or Lean initiatives
- Quantifying the financial impact of process changes
- Setting reduction targets based on ABC data
- Tracking cost savings over time
- Building business cases for automation
- Identifying bottlenecks and workflow inefficiencies
- Reducing complexity and customisation costs
- Validating the ROI of operational improvements
Module 15: Pricing and Product Strategy - Using ABC to establish true minimum pricing thresholds
- Designing tiered pricing based on cost structure
- Identifying underpriced products or services
- Justifying price increases with data
- Developing customer-specific pricing models
- Aligning pricing with service levels and profitability
- Handling competitive pricing pressures
- Using ABC in bid and proposal processes
- Evaluating new product development opportunities
- Integrating ABC into pricing governance frameworks
Module 16: Customer Profitability Analysis - Extending ABC to customer-level costing
- Mapping sales, service, and support activities to customers
- Identifying high-maintenance, low-profit customers
- Analysing order size, frequency, and complexity
- Factoring in returns, complaints, and special handling
- Developing customer segmentation models
- Creating profitability heatmaps
- Designing customer management strategies
- Renegotiating contracts based on cost insights
- Balancing customer retention with profitability
Module 17: Budgeting and Forecasting with ABC - Linking activity levels to volume and cost projections
- Developing activity-based budgets (ABB)
- Creating flexible budgets that respond to demand
- Forecasting costs under different scenarios
- Using ABC to assess capacity utilisation
- Incorporating cost drivers into financial models
- Improving forecasting accuracy with causal relationships
- Using ABC to challenge budget assumptions
- Aligning resource planning with strategic goals
- Supporting zero-based budgeting initiatives
Module 18: Performance Management and KPIs - Designing activity-based key performance indicators
- Linking individual and team performance to cost efficiency
- Creating dashboards for real-time monitoring
- Setting benchmarks and targets
- Using ABC to inform bonus and incentive design
- Tracking non-financial drivers of cost
- Developing scorecards for cross-functional teams
- Ensuring accountability at the activity level
- Aligning performance metrics with strategic objectives
- Using ABC to close the strategy-execution gap
Module 19: Overcoming Implementation Challenges - Addressing resistance from finance and operations
- Managing change through clear communication
- Securing executive sponsorship
- Building a coalition of advocates
- Handling data quality concerns
- Managing scope creep and complexity
- Addressing IT integration challenges
- Responding to skepticism about ROI
- Scaling from pilot to enterprise-wide adoption
- Developing an ABC governance framework
Module 20: Integrating ABC with ERP and Financial Systems - Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
- Linking activities to products, services, or customers
- Collecting data on cost object consumption of activities
- Building consumption matrices for multi-product environments
- Allocating setup, inspection, and engineering costs accurately
- Handling customer-specific service activities
- Incorporating order size and complexity factors
- Refining allocations based on customer behaviour
- Developing standardised cost assignment procedures
- Validating final allocations with operational leads
- Generating preliminary cost reports for review
Module 9: Building the ABC Model in Practice - Structuring the model in industry-standard templates
- Using Excel or Google Sheets for transparent modelling
- Creating dynamic formulas for automatic recalculation
- Designing dashboards for visual analysis
- Implementing error-checking and validation controls
- Documenting all formulas and assumptions
- Ensuring model reproducibility and audit readiness
- Using colour coding and formatting for clarity
- Protecting sensitive data with access controls
- Testing the model with historical data
Module 10: Data Collection and Validation Strategies - Designing targeted data requests for accuracy and compliance
- Working with departments to gather timely inputs
- Using sampling techniques for large datasets
- Validating data for completeness and consistency
- Handling missing data using reasonable estimation
- Using data reconciliation to resolve discrepancies
- Leveraging existing reports and dashboards
- Building trust with data providers across the organisation
- Documenting sources and version control
- Creating a data governance checklist
Module 11: Conducting ABC Pilot Studies - Choosing a pilot area with high strategic visibility
- Defining pilot scope and success criteria
- Engaging key stakeholders early
- Running the model with real data
- Comparing ABC results vs. traditional costing
- Identifying and explaining major cost shifts
- Gathering feedback from pilot participants
- Using results to refine model assumptions
- Demonstrating value to decision-makers
- Creating a go/no-go decision framework
Module 12: Interpreting and Communicating Results - Identifying significant cost distortions
- Explaining why certain products or customers appear unprofitable
- Creating comparative profitability reports
- Highlighting key insights with visual charts
- Developing executive summaries for leadership
- Using storytelling to convey financial impact
- Anticipating and addressing common objections
- Positioning findings as opportunity, not failure
- Aligning results with strategic priorities
- Drafting board-ready presentation decks
Module 13: Strategic Applications of ABC - Using ABC to inform product mix decisions
- Identifying candidates for discontinuation or redesign
- Supporting make-or-buy analysis
- Improving customer profitability analysis
- Enabling value-based pricing strategies
- Guiding process improvement initiatives
- Informing capital investment decisions
- Supporting sales force incentives and accountability
- Linking ABC to performance measurement systems
- Using cost insights to enhance operational efficiency
Module 14: Process Improvement and Cost Reduction - Identifying high-cost, low-value activities
- Using ABC to prioritise process improvement efforts
- Mapping activity costs to Six Sigma or Lean initiatives
- Quantifying the financial impact of process changes
- Setting reduction targets based on ABC data
- Tracking cost savings over time
- Building business cases for automation
- Identifying bottlenecks and workflow inefficiencies
- Reducing complexity and customisation costs
- Validating the ROI of operational improvements
Module 15: Pricing and Product Strategy - Using ABC to establish true minimum pricing thresholds
- Designing tiered pricing based on cost structure
- Identifying underpriced products or services
- Justifying price increases with data
- Developing customer-specific pricing models
- Aligning pricing with service levels and profitability
- Handling competitive pricing pressures
- Using ABC in bid and proposal processes
- Evaluating new product development opportunities
- Integrating ABC into pricing governance frameworks
Module 16: Customer Profitability Analysis - Extending ABC to customer-level costing
- Mapping sales, service, and support activities to customers
- Identifying high-maintenance, low-profit customers
- Analysing order size, frequency, and complexity
- Factoring in returns, complaints, and special handling
- Developing customer segmentation models
- Creating profitability heatmaps
- Designing customer management strategies
- Renegotiating contracts based on cost insights
- Balancing customer retention with profitability
Module 17: Budgeting and Forecasting with ABC - Linking activity levels to volume and cost projections
- Developing activity-based budgets (ABB)
- Creating flexible budgets that respond to demand
- Forecasting costs under different scenarios
- Using ABC to assess capacity utilisation
- Incorporating cost drivers into financial models
- Improving forecasting accuracy with causal relationships
- Using ABC to challenge budget assumptions
- Aligning resource planning with strategic goals
- Supporting zero-based budgeting initiatives
Module 18: Performance Management and KPIs - Designing activity-based key performance indicators
- Linking individual and team performance to cost efficiency
- Creating dashboards for real-time monitoring
- Setting benchmarks and targets
- Using ABC to inform bonus and incentive design
- Tracking non-financial drivers of cost
- Developing scorecards for cross-functional teams
- Ensuring accountability at the activity level
- Aligning performance metrics with strategic objectives
- Using ABC to close the strategy-execution gap
Module 19: Overcoming Implementation Challenges - Addressing resistance from finance and operations
- Managing change through clear communication
- Securing executive sponsorship
- Building a coalition of advocates
- Handling data quality concerns
- Managing scope creep and complexity
- Addressing IT integration challenges
- Responding to skepticism about ROI
- Scaling from pilot to enterprise-wide adoption
- Developing an ABC governance framework
Module 20: Integrating ABC with ERP and Financial Systems - Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
- Designing targeted data requests for accuracy and compliance
- Working with departments to gather timely inputs
- Using sampling techniques for large datasets
- Validating data for completeness and consistency
- Handling missing data using reasonable estimation
- Using data reconciliation to resolve discrepancies
- Leveraging existing reports and dashboards
- Building trust with data providers across the organisation
- Documenting sources and version control
- Creating a data governance checklist
Module 11: Conducting ABC Pilot Studies - Choosing a pilot area with high strategic visibility
- Defining pilot scope and success criteria
- Engaging key stakeholders early
- Running the model with real data
- Comparing ABC results vs. traditional costing
- Identifying and explaining major cost shifts
- Gathering feedback from pilot participants
- Using results to refine model assumptions
- Demonstrating value to decision-makers
- Creating a go/no-go decision framework
Module 12: Interpreting and Communicating Results - Identifying significant cost distortions
- Explaining why certain products or customers appear unprofitable
- Creating comparative profitability reports
- Highlighting key insights with visual charts
- Developing executive summaries for leadership
- Using storytelling to convey financial impact
- Anticipating and addressing common objections
- Positioning findings as opportunity, not failure
- Aligning results with strategic priorities
- Drafting board-ready presentation decks
Module 13: Strategic Applications of ABC - Using ABC to inform product mix decisions
- Identifying candidates for discontinuation or redesign
- Supporting make-or-buy analysis
- Improving customer profitability analysis
- Enabling value-based pricing strategies
- Guiding process improvement initiatives
- Informing capital investment decisions
- Supporting sales force incentives and accountability
- Linking ABC to performance measurement systems
- Using cost insights to enhance operational efficiency
Module 14: Process Improvement and Cost Reduction - Identifying high-cost, low-value activities
- Using ABC to prioritise process improvement efforts
- Mapping activity costs to Six Sigma or Lean initiatives
- Quantifying the financial impact of process changes
- Setting reduction targets based on ABC data
- Tracking cost savings over time
- Building business cases for automation
- Identifying bottlenecks and workflow inefficiencies
- Reducing complexity and customisation costs
- Validating the ROI of operational improvements
Module 15: Pricing and Product Strategy - Using ABC to establish true minimum pricing thresholds
- Designing tiered pricing based on cost structure
- Identifying underpriced products or services
- Justifying price increases with data
- Developing customer-specific pricing models
- Aligning pricing with service levels and profitability
- Handling competitive pricing pressures
- Using ABC in bid and proposal processes
- Evaluating new product development opportunities
- Integrating ABC into pricing governance frameworks
Module 16: Customer Profitability Analysis - Extending ABC to customer-level costing
- Mapping sales, service, and support activities to customers
- Identifying high-maintenance, low-profit customers
- Analysing order size, frequency, and complexity
- Factoring in returns, complaints, and special handling
- Developing customer segmentation models
- Creating profitability heatmaps
- Designing customer management strategies
- Renegotiating contracts based on cost insights
- Balancing customer retention with profitability
Module 17: Budgeting and Forecasting with ABC - Linking activity levels to volume and cost projections
- Developing activity-based budgets (ABB)
- Creating flexible budgets that respond to demand
- Forecasting costs under different scenarios
- Using ABC to assess capacity utilisation
- Incorporating cost drivers into financial models
- Improving forecasting accuracy with causal relationships
- Using ABC to challenge budget assumptions
- Aligning resource planning with strategic goals
- Supporting zero-based budgeting initiatives
Module 18: Performance Management and KPIs - Designing activity-based key performance indicators
- Linking individual and team performance to cost efficiency
- Creating dashboards for real-time monitoring
- Setting benchmarks and targets
- Using ABC to inform bonus and incentive design
- Tracking non-financial drivers of cost
- Developing scorecards for cross-functional teams
- Ensuring accountability at the activity level
- Aligning performance metrics with strategic objectives
- Using ABC to close the strategy-execution gap
Module 19: Overcoming Implementation Challenges - Addressing resistance from finance and operations
- Managing change through clear communication
- Securing executive sponsorship
- Building a coalition of advocates
- Handling data quality concerns
- Managing scope creep and complexity
- Addressing IT integration challenges
- Responding to skepticism about ROI
- Scaling from pilot to enterprise-wide adoption
- Developing an ABC governance framework
Module 20: Integrating ABC with ERP and Financial Systems - Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
- Identifying significant cost distortions
- Explaining why certain products or customers appear unprofitable
- Creating comparative profitability reports
- Highlighting key insights with visual charts
- Developing executive summaries for leadership
- Using storytelling to convey financial impact
- Anticipating and addressing common objections
- Positioning findings as opportunity, not failure
- Aligning results with strategic priorities
- Drafting board-ready presentation decks
Module 13: Strategic Applications of ABC - Using ABC to inform product mix decisions
- Identifying candidates for discontinuation or redesign
- Supporting make-or-buy analysis
- Improving customer profitability analysis
- Enabling value-based pricing strategies
- Guiding process improvement initiatives
- Informing capital investment decisions
- Supporting sales force incentives and accountability
- Linking ABC to performance measurement systems
- Using cost insights to enhance operational efficiency
Module 14: Process Improvement and Cost Reduction - Identifying high-cost, low-value activities
- Using ABC to prioritise process improvement efforts
- Mapping activity costs to Six Sigma or Lean initiatives
- Quantifying the financial impact of process changes
- Setting reduction targets based on ABC data
- Tracking cost savings over time
- Building business cases for automation
- Identifying bottlenecks and workflow inefficiencies
- Reducing complexity and customisation costs
- Validating the ROI of operational improvements
Module 15: Pricing and Product Strategy - Using ABC to establish true minimum pricing thresholds
- Designing tiered pricing based on cost structure
- Identifying underpriced products or services
- Justifying price increases with data
- Developing customer-specific pricing models
- Aligning pricing with service levels and profitability
- Handling competitive pricing pressures
- Using ABC in bid and proposal processes
- Evaluating new product development opportunities
- Integrating ABC into pricing governance frameworks
Module 16: Customer Profitability Analysis - Extending ABC to customer-level costing
- Mapping sales, service, and support activities to customers
- Identifying high-maintenance, low-profit customers
- Analysing order size, frequency, and complexity
- Factoring in returns, complaints, and special handling
- Developing customer segmentation models
- Creating profitability heatmaps
- Designing customer management strategies
- Renegotiating contracts based on cost insights
- Balancing customer retention with profitability
Module 17: Budgeting and Forecasting with ABC - Linking activity levels to volume and cost projections
- Developing activity-based budgets (ABB)
- Creating flexible budgets that respond to demand
- Forecasting costs under different scenarios
- Using ABC to assess capacity utilisation
- Incorporating cost drivers into financial models
- Improving forecasting accuracy with causal relationships
- Using ABC to challenge budget assumptions
- Aligning resource planning with strategic goals
- Supporting zero-based budgeting initiatives
Module 18: Performance Management and KPIs - Designing activity-based key performance indicators
- Linking individual and team performance to cost efficiency
- Creating dashboards for real-time monitoring
- Setting benchmarks and targets
- Using ABC to inform bonus and incentive design
- Tracking non-financial drivers of cost
- Developing scorecards for cross-functional teams
- Ensuring accountability at the activity level
- Aligning performance metrics with strategic objectives
- Using ABC to close the strategy-execution gap
Module 19: Overcoming Implementation Challenges - Addressing resistance from finance and operations
- Managing change through clear communication
- Securing executive sponsorship
- Building a coalition of advocates
- Handling data quality concerns
- Managing scope creep and complexity
- Addressing IT integration challenges
- Responding to skepticism about ROI
- Scaling from pilot to enterprise-wide adoption
- Developing an ABC governance framework
Module 20: Integrating ABC with ERP and Financial Systems - Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
- Identifying high-cost, low-value activities
- Using ABC to prioritise process improvement efforts
- Mapping activity costs to Six Sigma or Lean initiatives
- Quantifying the financial impact of process changes
- Setting reduction targets based on ABC data
- Tracking cost savings over time
- Building business cases for automation
- Identifying bottlenecks and workflow inefficiencies
- Reducing complexity and customisation costs
- Validating the ROI of operational improvements
Module 15: Pricing and Product Strategy - Using ABC to establish true minimum pricing thresholds
- Designing tiered pricing based on cost structure
- Identifying underpriced products or services
- Justifying price increases with data
- Developing customer-specific pricing models
- Aligning pricing with service levels and profitability
- Handling competitive pricing pressures
- Using ABC in bid and proposal processes
- Evaluating new product development opportunities
- Integrating ABC into pricing governance frameworks
Module 16: Customer Profitability Analysis - Extending ABC to customer-level costing
- Mapping sales, service, and support activities to customers
- Identifying high-maintenance, low-profit customers
- Analysing order size, frequency, and complexity
- Factoring in returns, complaints, and special handling
- Developing customer segmentation models
- Creating profitability heatmaps
- Designing customer management strategies
- Renegotiating contracts based on cost insights
- Balancing customer retention with profitability
Module 17: Budgeting and Forecasting with ABC - Linking activity levels to volume and cost projections
- Developing activity-based budgets (ABB)
- Creating flexible budgets that respond to demand
- Forecasting costs under different scenarios
- Using ABC to assess capacity utilisation
- Incorporating cost drivers into financial models
- Improving forecasting accuracy with causal relationships
- Using ABC to challenge budget assumptions
- Aligning resource planning with strategic goals
- Supporting zero-based budgeting initiatives
Module 18: Performance Management and KPIs - Designing activity-based key performance indicators
- Linking individual and team performance to cost efficiency
- Creating dashboards for real-time monitoring
- Setting benchmarks and targets
- Using ABC to inform bonus and incentive design
- Tracking non-financial drivers of cost
- Developing scorecards for cross-functional teams
- Ensuring accountability at the activity level
- Aligning performance metrics with strategic objectives
- Using ABC to close the strategy-execution gap
Module 19: Overcoming Implementation Challenges - Addressing resistance from finance and operations
- Managing change through clear communication
- Securing executive sponsorship
- Building a coalition of advocates
- Handling data quality concerns
- Managing scope creep and complexity
- Addressing IT integration challenges
- Responding to skepticism about ROI
- Scaling from pilot to enterprise-wide adoption
- Developing an ABC governance framework
Module 20: Integrating ABC with ERP and Financial Systems - Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
- Extending ABC to customer-level costing
- Mapping sales, service, and support activities to customers
- Identifying high-maintenance, low-profit customers
- Analysing order size, frequency, and complexity
- Factoring in returns, complaints, and special handling
- Developing customer segmentation models
- Creating profitability heatmaps
- Designing customer management strategies
- Renegotiating contracts based on cost insights
- Balancing customer retention with profitability
Module 17: Budgeting and Forecasting with ABC - Linking activity levels to volume and cost projections
- Developing activity-based budgets (ABB)
- Creating flexible budgets that respond to demand
- Forecasting costs under different scenarios
- Using ABC to assess capacity utilisation
- Incorporating cost drivers into financial models
- Improving forecasting accuracy with causal relationships
- Using ABC to challenge budget assumptions
- Aligning resource planning with strategic goals
- Supporting zero-based budgeting initiatives
Module 18: Performance Management and KPIs - Designing activity-based key performance indicators
- Linking individual and team performance to cost efficiency
- Creating dashboards for real-time monitoring
- Setting benchmarks and targets
- Using ABC to inform bonus and incentive design
- Tracking non-financial drivers of cost
- Developing scorecards for cross-functional teams
- Ensuring accountability at the activity level
- Aligning performance metrics with strategic objectives
- Using ABC to close the strategy-execution gap
Module 19: Overcoming Implementation Challenges - Addressing resistance from finance and operations
- Managing change through clear communication
- Securing executive sponsorship
- Building a coalition of advocates
- Handling data quality concerns
- Managing scope creep and complexity
- Addressing IT integration challenges
- Responding to skepticism about ROI
- Scaling from pilot to enterprise-wide adoption
- Developing an ABC governance framework
Module 20: Integrating ABC with ERP and Financial Systems - Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
- Designing activity-based key performance indicators
- Linking individual and team performance to cost efficiency
- Creating dashboards for real-time monitoring
- Setting benchmarks and targets
- Using ABC to inform bonus and incentive design
- Tracking non-financial drivers of cost
- Developing scorecards for cross-functional teams
- Ensuring accountability at the activity level
- Aligning performance metrics with strategic objectives
- Using ABC to close the strategy-execution gap
Module 19: Overcoming Implementation Challenges - Addressing resistance from finance and operations
- Managing change through clear communication
- Securing executive sponsorship
- Building a coalition of advocates
- Handling data quality concerns
- Managing scope creep and complexity
- Addressing IT integration challenges
- Responding to skepticism about ROI
- Scaling from pilot to enterprise-wide adoption
- Developing an ABC governance framework
Module 20: Integrating ABC with ERP and Financial Systems - Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
- Understanding ERP limitations for ABC
- Extracting data from SAP, Oracle, NetSuite, etc.
- Using data exports and APIs for integration
- Building staging areas for ABC processing
- Automating routine data inputs
- Aligning chart of accounts with ABC needs
- Creating data pipelines for ongoing updates
- Developing reconciliation procedures
- Ensuring consistency with GAAP reporting
- Preparing for audit and compliance requirements
Module 21: Sustaining and Scaling the ABC System - Developing a maintenance and update schedule
- Establishing ownership and accountability
- Training new users and managers
- Creating user guides and SOPs
- Conducting periodic model reviews
- Updating drivers and assumptions
- Expanding to new business units or geographies
- Integrating ABC into ongoing decision processes
- Measuring the long-term impact of ABC adoption
- Building a culture of cost intelligence
Module 22: Certification Project and Board-Ready Proposal - Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion
- Defining your personal certification project scope
- Selecting a high-impact application area
- Applying the full ABC methodology step by step
- Using templates for model construction
- Generating comparative reports
- Interpreting key findings
- Developing strategic recommendations
- Designing a compelling executive presentation
- Incorporating feedback and refining deliverables
- Submitting for final review and Certification of Completion