Planning and Management Accounting Rapid Performance Assessment

10 hours
1 week
Quick functional assessment

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

Understand cost, productivity, and efficiency as your organization plans, budgets, and forecasts when you complete the Planning and Management Accounting Rapid Performance Assessment.

Key measures available when completing this brief assessment include:

  • Cycle time to complete the annual budget
  • Total cost to perform the process "perform planning/budgeting/forecasting" per $1,000 revenue
  • Number of budget versions produced before final approval
  • Number of FTEs that perform the processes "perform cost accounting and control" and "perform cost management" 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 from the menu above 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