Open Book Management Course – Classroom
This course covers important business topics and teaches how to save and make money. It also emphasises educating your team on company finances while encouraging involvement in building profits.
Course Overview
Open-book management is one of the most popular ideas for growing a business because it encourages employees at all levels to look for ways to make and save money for their company. This book is designed to help managers and supervisors involve their employees in building a more productive and profitable enterprise. Learn how to teach people in your company how money gets made and lost, and what they can do about it.
Who is it for?
This open book management course is designed for students who want to manage critical numbers and business goals, prepare to open the books, develop employees as business people, develop leadership and reap the rewards of the open-book process.
Prerequisite
No prior experience is needed for this course, it is designed to support learners at every level.
What’s Included
- Professional Microsoft Certified Trainer
- CPD Accredited Classroom training in Small Groups for Max Focus
- Only Microsoft Approved Courseware and Exercise Files are used
- Free Assessment of Skills prior to booking
- Certificate of Completion & Complementary 12 Months Post Course Support
- 100% Money Back Guarantee & Price Match Guarantee
- Bespoke Courses & Group Discounts from £89 per person
Objectives
Upon successful completion of this open book management course, students will be able to:
- Why Open the Books?
- Critical Numbers and Business Goals
- Prepare to Open the Books
- Developing Employees as Business people
- Developing Leadership
- Rewards of the Open-Book Process
Course Content
Open Book Management Course Content:
Lesson 1: Why Open the Books?
- The Ecstatic Buzz of Business
- Understanding What You Want
- Misconceptions About Open-Book Management
- Disclosing Financial Information
- Sharing the Information
Lesson 2: Critical Numbers and Business Goals
- What Are Critical Numbers?
- Tracking Critical Numbers
- Create a Line of Sight
- Relay Real-Time Information
- Connecting Critical Numbers to Goals
- Taking the Vision to the Employees
- Bring Your Critical Numbers into Focus
Lesson 3: Prepare to Open the Books
- Getting the Word Out
- New Ways to Share Information
- Have a Little Fun
- 8 Ideas for Involvement
Lesson 4: Developing Employees as Business people
- Confronting Common Myths
- Conquering Number Phobia
- Teach Business Concepts with Real-Life Examples
- Finding a Method for Training
- Adult Learning for Success
Lesson 5: Developing Leadership
- Addressing Business Challenges
- Building a Company of Business people
- Assessing Your Leaders
- Measure Your Progress
Lesson 6: Rewards of the Open-Book Process
- Sharing Success
- Hired Hands or Business people?
- Inventing Incentives
- Employees Who Act Like Owners
- Revamping Rewards
- Tips for Review Groups and Committees
- 3 Common Mistakes with Variable Incentives
- Motivating Without Money
- Assembling the Puzzle Pieces
Delivery Method
Instructor led, group-paced, virtual-classroom delivery learning model with structured hands-on activities.
Certification
On completion on any of our courses you will receive the Certificate of Completion.
Open Book Management Course – Classroom
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Testimonials
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How to Book & Pay for the Course
Book a course by giving us a call or using our simple and secure online booking system.
To book online you only need to provide a few details and you do not need to make an immediate payment at a time of a booking.
Payment Methods
Once you book a course, we will issue you an invoice. with the details of how to pay.
You can pay by bank transfer, cheque or card.
For Businesses (if required)
Supplier Registration – If you are a business, you will most likely need to add us to your approved supplier list. We are happy to send you all the details needed.
Purchase Orders (PO) – If your business uses a PO system to manage supplier invoices we are happy to comply. The best way is to get in touch with us.
Alternatively,
- If you already have a PO number, please add a PO number into Order Notes during booking on the booking form, and we will include PO number on your invoice.
- If you need an invoice to generate a PO number in your accounting system, please book a course as normal and add a note in the Order Notes that you will need a pro-forma invoice. We will issue a pro-forma invoice, which your accountants can use to generate a PO. Once we receive the PO, we will re-issue your invoice with your PO number.
Training Venues
Nottingham Training Centre
Nottingham, NG1 6LG
Birmingham Training Centre
Birmingham, B5 4DY
Bristol Training Centre
Bristol, BS1 5EH
Leeds Training Centre
Leeds, LS1 1PJ
Leicester Training Centre
Leicester, LE1 1RE
Liverpool Training Centre
Exchange Flags
Liverpool, L2 3PF
London Training Centre
8 Duncannon Street
London, WC2N 4JF
Manchester Training Centre
Manchester, M1 3DT
Milton Keynes Training Centre
Oldbrook
Milton Keynes, MK6 2TG
Sheffield Training Centre
Sheffield, S1 2EA
Top Leadership & Management FAQs
Can the Training be customised to our organisation’s requirements?
What are the Course Timings?
- Start: 09:00am
- Morning break: 11:00am
- Lunch: 01:00pm
- Afternoon break: 03:00pm
- Finish: 05:00pm
This schedule applies to all 1-day, 2-day, and 3-day courses, whether delivered virtually, in the classroom, or on-site. For on-site training or larger group bookings, start and finish times can be adjusted to suit your organisation’s needs. To discuss a customised schedule, call us on 0115 958 6699 or complete our Request a Quote form and a member of our team will be in touch.
Can Training be delivered at our workplace?
Yes — we can deliver training directly at your workplace. Whether you require one-to-one sessions, group training, or fully bespoke on-site courses, we tailor the content and delivery to meet your organisation’s specific needs.
To arrange workplace training, call us on 0115 958 6699 or complete our Request a Quote form, and a member of our team will be in touch to discuss your requirements.
How is the Course structured?
Do I need any equipment for training?
For classroom training you typically don’t need to bring any equipment, unless we specifically advise otherwise. All necessary resources will be provided at our training centre.
For virtual training you will need a computer or laptop with the full version of the software relevant to your course. We also strongly recommend using a second screen, such as a tablet or smartphone, so you can complete exercises on your main device while viewing the virtual whiteboard or trainer’s screen on the second.
How do I know which level is right for me?
If you are unsure which course level best matches your current skills, we're here to help. Simply give us a call on 0115 958 6699, and one of our expert trainers or course advisors will guide you in choosing the most suitable training level for your needs.
How experienced are your tutors?
We pride ourselves on delivering high-quality training—something made possible by our exceptional team of tutors. All our trainers have extensive practical experience, specialist knowledge, and a strong background in teaching and training. Their expertise ensures that every course is engaging, relevant, and effective.
We’re happy to provide tutor profiles and references upon request—just get in touch.
Is there ongoing support after completing the course?
Absolutely! After completing your training, you’ll receive a range of post-course support materials, allowing you to revisit the content at your own pace. In addition, we offer 12 months of support, so you can ask questions, seek clarification, or get guidance as you apply your new skills in real-world situations.
We're committed to helping you continue your learning journey long after the course ends.
Will I receive a certificate upon completion?
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