Mastering Planning & Budgeting Intensive #204

Course Overview

Part of the WISE Leadership Series, this is a one day crash course that focuses on the process of effective budgeting for all DTC channels (Tasting Room, Wine Club, Online, Events, etc.) focusing on metrics, understanding DTC financial statements, bottom-up assumptions and gaining team buy-in. After the one day course, a follow up two hour session is included to address the individual’s specific budget in a private, confidential setting. This course is foundational to all WISE Level III DTC Leadership coursework. At the end of the day, participants will have the tools they need to create realistic budgets that are connected to business and operational goals.

This course covers the following topics:

• Connection vision and strategy to actions
• Creating a actionable budget
• Building budgets from the bottom up
• Working with long range budgets and rolling forecasts

Instructors: Liz Mercer, Lesley Berglund or WISE Coaching Team Member
Hours: 8
Cost: $990
Prerequisite: Wine Management #201 or Demystifying Finance & Accounting #203