Welcome to The Agile Finance Manifesto
The intention of this manifesto is to align values and principles and the development of a common language to bring the Agile and Finance mindsets closer together.
OUR Values
Collaborating with stakeholders, business teams and customers
over isolated financial decision-making
Responding to change and opportunities
over following static financial plans
Delivering actionable insights and transparent information
over comprehensive financial reports
Continuous improvement through dynamic resource allocation and relative goals
over rigid processes and controls
We understand that Governance, Controls and Risk Management
are built into Agile ways of working.
We recognise that, while the traditional statements yield short term results, we value the new statements more, as they provide greater, better and more long-lasting results.
OUR Principles
1. Our highest priority is to satisfy
3. Deliver financial insights frequently and transparently,
1. Our highest priority is to satisfy
1. Our highest priority is to satisfy stakeholders, business teams and customers through timely and valuable financial insights.
2. Welcome changing requirements,
3. Deliver financial insights frequently and transparently,
1. Our highest priority is to satisfy
2. Welcome changing requirements, even late in the process, when they make commercial sense. Agile finance harnesses change and external benchmarks for competitive advantage.
3. Deliver financial insights frequently and transparently,
3. Deliver financial insights frequently and transparently,
4. Finance professionals and business teams collaborate frequently
3. Deliver financial insights frequently and transparently, from real-time dashboards to rolling forecasts, with a preference for shorter timescales, a reduced volume of relevant reporting, and dynamic adjustments based on real-world performance and capacity.
4. Finance professionals and business teams collaborate frequently
4. Finance professionals and business teams collaborate frequently
4. Finance professionals and business teams collaborate frequently
4. Finance professionals and business teams collaborate frequently (even daily) throughout the organization, with a preference for finance professionals being closely involved with business teams to support the alignment of decisions with customer needs and organisational goals.
5. Build finance teams with motivated individuals.
4. Finance professionals and business teams collaborate frequently
6. The most efficient and effective way to communicate
5. Build finance teams with motivated individuals. Provide them with the environment, tools, and trust they need to get the job done while allowing them to make decisions within clear boundaries.
6. The most efficient and effective way to communicate
4. Finance professionals and business teams collaborate frequently
6. The most efficient and effective way to communicate
6. The most efficient and effective way to communicate financial information is physical or virtual face-to-face conversations.
7. Working and effective financial solutions and systems
7. Working and effective financial solutions and systems
7. Working and effective financial solutions and systems
7. Working and effective financial solutions and systems are critical for freeing up capacity to allow finance teams to better support the wider organisation as they explore opportunities (e.g. through streamlined reporting, faster closing processes, and value driven budgeting).
8. Agile finance promotes sustainable growth.
7. Working and effective financial solutions and systems
7. Working and effective financial solutions and systems
8. Agile finance promotes sustainable growth. Finance teams, business teams and stakeholders should be able to maintain a constant pace indefinitely.
9. Continuous attention to financial excellence
7. Working and effective financial solutions and systems
9. Continuous attention to financial excellence
9. Continuous attention to financial excellence and technological advancement enhances agility.
10. Simplicity
11. The best financial insights and innovations emerge
9. Continuous attention to financial excellence
10. Simplicity—the art of maximizing the amount of work not done—is essential.
11. The best financial insights and innovations emerge
11. The best financial insights and innovations emerge
11. The best financial insights and innovations emerge
11. The best financial insights and innovations emerge from self-organizing teams that understand both finance and business needs.
12. At regular intervals, finance teams reflect
11. The best financial insights and innovations emerge
11. The best financial insights and innovations emerge
12. At regular intervals, finance teams reflect on how to become more effective and adjust their behaviour accordingly. From time to time, they do this by engaging with their stakeholders and business teams.
CO-CREATORS of The Agile Finance Manifesto
Alistair Corrie
Anna Zakoyan
Susie Young
Ilana Sprongl
Jeff Holmquist
Arjit Ghosh
Omya Bibi
Porsha Seechung
Ross Maynard
Ian Hendry
Jean Marc Ledent
Kseniia Tereshkina
Divik Thareja
Amjad Gani
Melissa Malulla
Milica Djotunovic
Anthony Jayawardena
Marina Davidson
George Ellis
Alan de Ste Croix
Ngoh Zhi Lin
Daniela Forsgard
Paulo Dias
Rich Harris
Kerrie Martsch
Ganesh Kumar Sankaran
David McGrath
Dilly Obi
Natasha Coke
Stuart Eyles
Peter Coesmans
Thomas Hormaza Dow
CREATING The Agile Finance Manifesto
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The Agile Finance Manifesto
The Agile Finance Manifesto