Facilitated by TJ Badru.
Budgeting and financial planning often feel like the least Agile part of Agile. Yet, as modern organizations embrace flexibility and lean thinking, traditional annual planning cycles are giving way to more dynamic, iterative financial strategies.
Our upcoming session, Financial Planning and Budgeting, happening in April 2025, equips Agile professionals with practical tools to align team spending with value delivery—without compromising adaptability.
Why Financial Planning Needs an Agile Upgrade
In fixed-budget environments, project teams often feel constrained by outdated cost models and disconnected financial tracking. Agile budgeting aims to:
- Promote transparency and trust in spend decisions
- Enable adaptive funding based on changing priorities
- Align investments with product and business outcomes
- Reduce waste through value-driven planning
Explore more on Agile finance from the Beyond Budgeting Institute.
What You’ll Learn in This Session
1. Agile Budgeting Fundamentals
- Understand the difference between traditional and Agile financial models
- Introduce rolling wave planning and quarterly funding cycles
- Shift from project-based to product-based funding
2. Cost Estimation Techniques in Agile
- Estimate by team velocity and cost-per-sprint
- Apply relative sizing to budgeting
- Use Lean Portfolio Management tools like SAFe or Objectives & Key Results (OKRs)
Learn more about Lean Portfolio Management from Scaled Agile.
3. Forecasting, Tracking, and Adjusting
- Build burn-up and spend-down charts for budget transparency
- Track financial health alongside team throughput
- Incorporate real-time data for decision-making
Explore forecasting best practices on CFO.com.
4. Collaborating with Finance & Leadership
- Translate Agile metrics into finance-friendly reporting
- Foster partnerships between Scrum teams and finance leads
- Create cross-functional alignment around budget governance
Who Should Attend
- Product Owners and Project Managers
- Agile Coaches and Scrum Masters
- Finance Analysts working in Agile organizations
- Leaders shifting from traditional to modern budgeting practices
How to Prepare for the Session
- Bring current or past budget models your team uses
- Identify gaps between forecasting and actual spend in your last 2–3 sprints
- Familiarize yourself with the basics of cost of delay and Lean metrics
Benefits of Attending
- Learn how to adapt financial planning for Agile delivery
- Gain techniques for aligning money with value
- Improve stakeholder trust through transparent cost tracking
- Access templates for rolling forecasts, burn charts, and value metrics
It’s time to bring your financial practices into the Agile era. Join our Financial Planning and Budgeting session this April 2025 to learn how to allocate, forecast, and adapt with purpose.
Register now.
And transform your approach to funding Agile work.
