Assurance Reviews for Budget Execution and Performance

Assurance Reviews for Budget Execution and Performance

Course schedule

Classroom Training:
DateVenueDurationPrice
11 - 15 May 2026London5 days£4,495
20 - 24 Jul 2026London5 days£4,495
5 - 9 Oct 2026London5 days£4,495

Please note: prices shown above are exclusive of VAT (20%).

If you don’t see your preferred course date, please contact us.

Course Overview

Assurance Reviews for Budget Execution and Performance provides a rigorous approach to assurance reviews during budget execution and performance monitoring, integrating proven assurance methods with practical tools. Delegates learn to plan, test and evidence quality across the budgeting lifecycle—from planning and modelling to execution and reporting. Using case studies and worked examples, the course shows how to reduce error, accelerate close‑to‑report, and meet audit expectations. Participants leave with actionable templates, QA checklists and governance practices that stand up to scrutiny in large organisations.

Who Should Attend

Designed for leaders validating execution quality and outcomes evidence. Past delegates have included:

  • Performance Manager
  • Finance Business Partner
  • Programme Director
  • Service Owner
  • Regulatory Reporting Lead

Course Outcomes

  • Plan assurance reviews against risk and materiality
  • Verify outcome evidence and value‑for‑money claims
  • Run mid‑year reprogramming based on facts
  • Close gaps with targeted corrective actions
  • Report findings with clear accountability
  • Create reusable templates for future reviews

Course Topics

Assurance Reviews and Evidence of Performance

  • Planning reviews and defining evidence needs
  • Testing linkages between spend, outputs and outcomes
  • Triangulating data sources to reduce bias
  • Documenting conclusions and open issues

Mid‑Year Reprogramming and Corrective Actions

  • Trigger points for revising allocations
  • Evaluating options, trade‑offs and risks
  • Decision packs that justify changes
  • Tracking benefits from re‑allocations

Outcome Verification and Benefits Realisation

  • Setting baselines and counterfactuals
  • Attribution versus contribution in outcomes
  • Post‑implementation reviews and lessons learned
  • Closing benefits realisation loops

Budgetary Control and Accountability

  • Roles, thresholds and delegated authorities
  • Preventive versus detective controls in budget cycles
  • Variance escalation, approvals and sign‑offs
  • Maintaining audit trails and evidence packs

Stakeholder Reporting and Communication

  • Structuring concise budget packs for executives
  • Clarity in messaging: insights, risks and asks
  • Visuals that explain variance and outlook
  • Closing the loop with action tracking and owners

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