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A finance program forteams facing

Example for 10 department heads · 4 one-hour sessions

Does every business unit have its own idea of a good investment?

Usually yes. Each unit judges by the measure that favours its own case, and the investment committee becomes a contest of presentations. This program aligns what your department heads know, believe and do when they judge an investment, in four one-hour team sessions.

Make it for your team

Or see the sample program ↓

Execution readiness

40Today91/ 100After the 4 team sessions

Ready to execute

Example scores for a team like yours. Add your website to estimate your own. Measured once your team plays. Ready at 80.

Where it usually breaks

Shared knowledgeHigh riskFive different measures of a good investment

Shared convictionHigh riskUnits believe the rules exist to say no to them

Shared practiceMedium riskThe same case is a yes in one unit and a no in another

4 sessions~50 min each8–12 people per teamNo facilitator

The gap

What you'd typically hear if five of your budget owners answered alone.

SESSION 1 · FILL THE GAPSAnswered alone

Finish the sentence: the first thing I look at in an investment case is…

MMira…the payback, against the hurdle we agreed.

JJonas…whether it is strategic. The numbers come later.

AAylin…who is asking for it.

TTomas…the top line it adds.

RRosa…honestly, I'm not sure we agreed a hurdle.

What it costs you if nobody notices

Shared knowledgeFive measures, no comparisonWhen each unit judges by its own measure, the committee cannot compare cases, and the loudest presentation wins.

Shared convictionThe rules read as a noA unit that believes the rules exist to refuse it builds the case to pass them, not to be true, and the investment underdelivers.

Shared practiceThe same case, two answersWhen a case is a yes in one unit and a no in another, the best cases learn to shop for a sponsor.

The program that closes the gap

Four one-hour sessions. Every one of your department heads, the same measures, the same answer to the same case.

Session

Shared knowledgeShared convictionShared practice

S1Know the measuresAgrees the measures, the hurdle and what a case must contain before it is judged.

Shared knowledge1Agree the shared measures2Agree the shared measuresShared conviction3Stand in the CFO's shoesShared practice4Sort real investment scenarios into the one correct…5Rehearse the moment a budget case lands on your desk

Demo

S2Back the rulesShows you whether units believe the rules are fair, and what they would change.

Shared knowledge1Quiz each other on what makes an investment case passShared conviction2Agree what actually goes wrong when the investment rules…3Decide as the CFO would, then compare it to why the CFO…Shared practice4Sort real investment scenarios into the response the rules…5Rehearse the moment a budget owner is asked to defend…

Demo

S3Judge the same casesRates the same investment cases alone, compares the ratings and aligns on how to judge.

Shared knowledge1Rate the same investment cases aloneShared conviction2Decide the strategic exception case aloneShared practice3Judge the same investment case alone4Rank the steps for judging an investment case that misses the hurdle

Demo

S4Say no to a good ideaPractises the strategic case that misses the hurdle, the sponsor who pushes and the answer every unit gives.

Shared knowledge1Pressure test what a real case must passShared conviction2Decide a strategic investment case as the CFOShared practice3Rank the steps for handling a strategic case that misses the hurdle4Rehearse the pushy-sponsor moment

Demo

Play it yourself · a short demo · one exercise from session 3 · Make the Call

Alone first. Then the team agrees on one answer.

This is a taste, not the whole session. “Judge the same cases” runs 4 exercises with your own team, on a call or in a room. Here is one of them, on the real screens, played with four AI teammates, so you can feel how a session works.

Judge the same cases · Make the Call00:00MJLSYou

Decide the strategic exception case alone, then align on how to call itOn screen: Reframe how you'd decide the strategic case that misses the hurdle alone

On your ownWork on your own. Your answer stays private until everyone is done.

02:00

YStay muted

Reframe how you'd decide the strategic case that misses the hurdle alone

Statement

Your feedback

01A unit brings a case that misses the agreed payback hurdle by a year, but it opens a market everyone agrees matters strategically. What do you decide?

02The sponsor of that same case is a senior, well regarded leader who pushes hard for a quick yes. What do you decide?

03Another unit has already approved a similar case using a different measure that happened to make it pass. What do you decide?

Source: Acme Inc budget review principle: judge every case on the agreed measures, record where it misses, and make the strategic exception explicitly and once.

0 of 3 written

You are playing with 4 AI teammates. Every screen opens on its briefing: read it, then tap I’m ready.

Readiness intelligence · what you'll see as teams play

Know which of your department heads would judge the same case the same way, and where you should step in, before the next committee becomes a contest of presentations.

Your company › Readiness intelligence › What a good investment isEvery one of your department heads judges an investment the same way, by the same measures10 department heads enrolled · 3 of 4 sessions played · 7 plays · owner: you

Readiness index91%Ready+51 pts25% participation + 25% progress + 50% alignment · Ready at 80

Shared knowledge48 → 88Shared conviction37 → 71Shared practice44 → 80

Participation94%9 of 10 people played at least once

Progress75%3 of 4 planned sessions completed

Alignment41% →78%31 of 40 points aligned

Failed alignment pointsWhere you should step in

The strategic case that misses the hurdleNot aligned in 14 of 36 playsShared knowledgeYour growth business units · 4 leaders

Do the investment rules exist to say no to us?"Not yet, we still have concerns" in 2 playsShared convictionYour smaller business units · 3 leaders

Sample data. Before anyone plays, readiness is estimated from your material. Real numbers come only from live plays with your team.

Your department heads could play this next week. Add your website to make it yours.

01 · 5 minConfirm the assumptionsCheck what we inferred about you and edit any text in place. Your edits are locked.
02 · 1 link per teamInvite your teamAny browser, any device. No account, nothing to install.
03 · after each playWatch readiness fill inYou see who played, what they agreed, and where to follow up.

Used by teams at Commerzbank

Free until you play live · ISO 27001 · EU data

Does every business unit have its own idea of a good investment?

What you'd typically hear if five of your budget owners answered alone.

Four one-hour sessions. Every one of your department heads, the same measures, the same answer to the same case.

Alone first. Then the team agrees on one answer.

Know which of your department heads would judge the same case the same way, and where you should step in, before the next committee becomes a contest of presentations.

See how ready your team really is.

Your department heads could play this next week. Add your website to make it yours.