Workshop Overview

Managers with budget responsibility need to be aware of the impact of there budgeting and how it fits into the wider business.

The ITD approach to Finance training is to make it highly relevant and fun. Relevant by designing the training around the financial issues and technology in your business. Fun by making the mechanics engaging and lively.

Finance training at ITD is facilitated by consultants who not only have financial knowledge, but also a broad business background and a flair for training.

We use a variety of techniques including the ITD Finance board game, quizzes and business games to bring finance to life.




Pre workshop activity

  • Meeting to discuss the participant’s needs and those of the organisation
  • Draft workshop outline tailored to your needs
  • Agreement of agenda
  • Participants complete a short questionnaire on their challenges with finance.


  • Half a day to a full day.


Typical Agenda

  • Introduction & objectives

Understanding Financial Statements

  • Profit & Loss statements
  • The importance of invoice coding
  • Flow chart of the purchasing process from order to payment
  • Monitoring of actual costs v budget
  • Finance game in teams
  • review of learning

Understanding Financial Statements II

  • Balance sheet & cash flow
  • Finance game & review of learning

Budgets and organisation procedures

  • Implications of budget shortfalls & overspends
  • Finance game & review of learning

Role of the finance department

  • Working with the finance department
  • Accurate completion of purchase orders
  • Notification of commitments / accruals
  • Finance game & review of learning

Results of finance game & summary of workshop

  • Personal Actions 

Post workshop activity

  • Participants leave with individual actions
  • Email follow up of personal action plans
  • Suggested conversation with their line manager on their actions
  • Optional WebEx conference call follow up on these actions
  • Optional 121 coaching
  • ITD blog with further tips and suggestions


Client feedback

  • “The workshop was very engaging and our guys were working on their challenges throughout the session.”
  • “Good comfortable atmosphere created from the start.”
  • “Achieved exactly what I wanted.”

Participant comments

  • “Very interesting.”
  • “I had not looked at leadership in this way before.”
  • “The difference between leading and managing is very distinct now and hugely important.”
  • “It has totally changed how I view my role; I am a leader first and a manager second.”


Call or email ITD to explore how we can help your people become more efficient at work



Finance Training For Non Finance – Case Study

Department managers of the law firm were being asked to take responsibility for their budgets.


The finance department of this law firm wanted to give more responsibil

team had been through amajor change programme focussed on moving part of their function to a central services function in a different country. This meant a break up of the team and some distress. Now that this process had been complete the team needed to rebuild.


The Director recognised the need for an activity which would help the team move on from the enforced change they had experienced. He wanted them to draw a line on the past challenges and focus on the future. But he also wanted them to have fun and start to think of themselves as a new team.


We put together a mix of facilitated sessions with a blend of discussion, fun activities and team working which all pointed to the future. This was a 2 day session based in a boutique hotel in London.

  • What are we going to say goodbye to?
  • What is exciting about the future?
  • How can we show the future visually – create a TV advert?
  • How are going to support each other?



The main outcomes of this session were:

  • The team said goodbye to the past and embraced the future.
  • The team created not just a new culture but an entire identity for their team.
  • The energy that was produced during and following the session created an amazing atmosphere.

What the participants said

  • “The session produced everything I might have hoped for and a great deal more.”
  • “The office has been taken over by all of our efforts last week, it’s brilliant!”
  • “The Quam is now a part of everything we do, quite remarkable!”
  • “ITD did a brilliant job; superb blend of facilitation, suggestion and creativity.”
  • “The activities were excellent, especially making the TV adverts!”


Business Services – Finance Training