Planning and Management Accounting Performance Assessment

20 hours
2 weeks
Detailed process assessment

There may be a fee associated with this assessment, learn more.

Management accounting focuses on internal processes to understand cost, productivity, and efficiency as your organization plans, budgets, and forecasts. When you complete the Planning and Management Accounting Open Standards Benchmarking Assessment all of these factors are assessed and compared to the APQC database.

This assessment covers topics including planning/budgeting/forecasting, cost accounting and control, cost management, and evaluating and managing financial performance with performance measures such as:

  • Total cost to perform the process "perform planning/budgeting/forecasting" per $1,000 revenue
  • Cycle time in days to complete the annual budget
  • Percentage error for the total sales forecast
  • Number of FTEs that perform the process group "perform planning and management accounting" per $1 billion revenue

All submissions to APQC's benchmarking database, both Open Standards Benchmarking and Rapid Performance Assessments, must be collected using APQC's easy-to-use Microsoft Excel data collection instruments. Please download a fresh copy of the assessment file by clicking the “Download Survey to Start Assessment” button.

Each benchmarking assessment offers an Excel-based data collection tool consisting of the survey itself, the measures associated with the survey, the glossary terms needed to understand the survey, and a copy of the Process Classification Framework (PCF) relevant to the data collection instrument. The consolidated data collection tool is intended to simplify the collection of benchmarking data within your organization.

How it works:


Once you have completed the data collection instrument, simply upload the file using APQC's secure file upload tool. Visit this URL to upload your file: If you are unable to connect to that web site, please contact the helpdesk for more information by sending an email to [email protected]. Please do not send privileged, confidential, or non-public data to APQC via email. Please contact the helpdesk on [email protected] if you have any further questions.

APQC analysts will immediately begin validation of your submission.

Download Survey to Start Assessment