Workshop Overview

Managers with budget responsibility need to be aware of the impact of their 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