Incorporating Non-Financial Metrics in Budgeting & Planning

Performance management


Incorporating Non-Financial Metrics in Budgeting & Planning

Speaker: Donny Shimamoto, CPA, CGMA, CITP

  • Format


  • Level


  • Duration

    100 min

Learn how to incorporate non-financial metrics into our budgeting and planning process to improve your effectiveness and utilise measures of success other than profit in your performance management and compensation plans.

Learning outcomes

  • Understand how budgeting & planning can be expanded to include non-financial metrics
  • Learn to identify non-financial business drivers that drive financial results
  • Learn to incorporate non-financial metrics into budgeting & planning models

£35.00 (CIMA members only)


VAT calculated on checkout

Product information


Too often organisations focus their budgeting and planning efforts around only the financial aspects of an organisation. However, most operations people and business managers operate in a world where revenues and expenses are only a small part of their actual work.

By incorporating non-financial metrics into their budgeting and planning process, organisations can improve the effectiveness of their planning process and utilise measures of success other than profit in their performance management and compensation plans.

Topics discussed:

  • Business planning

  • Planning, forecasting and budgeting

  • Non-financial performance metrics

    This is an online, audio course; it is also available as part of CGMA Essentials. You will have 12 months from date of purchase to access this course, making it easy to fit around your work and personal commitments.

Who should take this course?

  • CFOs
  • Controllers
  • Treasurers
  • Other financial managers

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study: Finance
Programme level:Basic
Duration:100 min
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£35.00 (CIMA members only)


VAT calculated on checkout


  • Donny Shimamoto, CPA, CGMA, CITP

    Donny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and technology management for small businesses, middle market organizations, and nonprofits.

    Donny is a recognized thought leader and international educator in the fields of accounting technology, IT risk management, organizational development, and performance management fields; his dedication to helping accountants and organizations strategically innovate while proactively managing their business and technical risk is paramount. He is the recipient of numerous industry awards and is seen at multiple national and state level events educating audiences year after year.


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