Driver-Based Planning & Rolling Forecasts
Forecast the drivers, not the history — and refresh it monthly.
The executive challenge
The problem this program solves
The balance sheet says one thing about driver-based planning and the customer data says another — and nobody can reconcile them before the next board meeting. Executives who cannot read the unit economics of driver-based planning end up defending yesterday's business model with yesterday's numbers. The programme teaches the operator's craft in driver-based planning: reading capital, liquidity and unit economics so the next decision is yours, not your vendor's.
Context
Why this matters now
Capability
What you will be able to do
- Diagnose where your institution creates — and destroys — value in driver-based planning across the balance sheet.
- Present a driver-based planning position to boards and supervisors with evidence they will accept.
- Read the economics of driver-based planning like an operator: unit costs, network effects and risk-adjusted return.
- Sequence a driver-based planning transformation agenda that a board will fund and a regulator will endorse.
The IPAT Course Standard
The five-day journey
Each day is a deliberate progression in managerial capability — from strategic context, to analytical frameworks, to applied practice, to executive judgement under pressure, to a capstone that produces something your organisation keeps.
IPAT Signature Case™
The Partnership With Two Ledgers
A development finance institution has signed a fintech partnership in driver-based planning: revenue is shared one way in the contract and recognised another way in the books, and the partner’s conduct is now a supervisory topic. Nobody has reconciled the two ledgers since launch.
Your decision: Renegotiate, ring-fence, or exit the driver-based planning partnership — before the supervisor reconciles them for you.
IPAT Data Lab™
The driver-based planning unit economics at a development finance institution work in the business case and fail in the ledger.
Dataset: Synthetic product-level revenue, cost and capital data for a development finance institution.
Your task: Rebuild the unit economics, stress them against rate and funding shocks, and recommend what to scale or exit.
A stress-tested driver-based planning economics model and a board-grade summary page.
Data → Analysis → Decision, not Data → Code → Certificate
Day 5 · The Capstone
What will you change when you return to work?
Produce a digital finance transformation strategy for your institution: where to play, what to own, which partnerships, and the regulatory posture required.
Methodology
Frameworks you will master
- • IPAT Decision Intelligence Framework™
- • IPAT Transformation Architecture™
- • Value-chain decomposition
- • Risk-adjusted performance measurement (RAROC)
- • Basel-aligned capital and liquidity concepts
Cohorts
Upcoming cohorts
New dates are being scheduled
Register with your preferred start date and our admissions team will match you to the next available cohort — or contact us to arrange an in-house delivery for your organisation.
Register your interestExplore further
Related programmes
Learners of Driver-Based Planning & Rolling Forecasts frequently pair it with these offerings from the same divisions.
