Prerequisite: WISE #201 or #203
Part of the WISE Leadership Series, this is a one day crash course that focuses on the process of effective budgeting for all DTC channels (Tasting Room, Wine Club, Online, Events, etc.) focusing on metrics, understanding DTC financial statements, bottom-up assumptions and gaining team buy-in. After the one day course, a follow up two hour session is included to address the individual’s specific budget in a private, confidential setting. This course is foundational to all WISE Level III DTC Leadership coursework.
The budgeting boot camp is designed for the manager as a contributor for their channel’s budget who is new to budgeting or as a refresher for those about to embark on the budgeting process.