Overview

Castaway Cloud training is available in short, live, instructor-led sessions designed to develop practical forecasting skills. Sessions are structured so that there is an appropriate course or combination of courses for every type of user.

Each session is highly practical, with attendees having access to training files and supporting documentation. Sessions are not recorded and must be attended live - please read the dates and times carefully for your region before registering.

Register now to join the next training cohort via the Castaway website: Cloud Webinars


Training Pathways

Training is structured across two levels, with four courses available. Baseline is the entry point for all users and is a prerequisite for all Level 2 courses.

Level Course Prerequisite Status
Level 1 Baseline None Active - Cloud Webinars
Level 2 Build Baseline Active - Cloud Webinars
Level 2 Maintain Baseline Active - Cloud Webinars
Level 2 Deliver Baseline Active - Cloud Webinars
Level 3 Advisory Strategy TBC Coming Soon!
Expert Series Advanced Training TBC Coming Soon!
All levels On-demand (all Fundamentals courses) None Coming Soon!

Level 1

Baseline Training

Audience: All Castaway Cloud users. Particularly suited to those who are new to Castaway and want to use the software to create business forecasts.

Objectives: An introductory course covering the major stages of building, maintaining and delivering a Castaway model.

Learning Outcomes:

  • Describe what Castaway is
  • Understand at a high level how Castaway works and what it can do
  • Follow the Castaway build process to build a simple forecast
  • Decide the best workflows for the circumstance — Build, Maintain or Report

Level 2

Build Training

Audience: Castaway Cloud users who need to build forecasts. Baseline Training is a prerequisite.

Objectives: A more advanced course providing users with the confidence and detail needed to build effective Castaway models.

Learning Outcomes:

  • Plan a forecast build
  • Decide the fastest and most effective workflows for building the model
  • Make informed decisions on element types
  • Use element settings to fine-tune the chart of accounts

Maintain Training

Audience: Castaway Cloud users responsible for end of month or end of year maintenance on existing Castaway files, whether they built the file or not. Baseline Training is a prerequisite.

Objectives: A more advanced course covering the essential knowledge and workflows for maintaining Castaway files efficiently and effectively — including files the user has no prior experience with.

Learning Outcomes:

  • Change the Actuals month
  • Import data into Castaway from external sources
  • Be familiar with mapping and remapping decisions
  • Trace and resolve out of balance issues with imported data
  • Review reported numbers and identify issues
  • Update projected figures manually
  • Work with the Upload Forecast Data template
  • Update budgets and forecasts
  • Prepare reports and storyboards

Deliver Training

Audience: Castaway Cloud users who need to present, explain, defend and provide advice based on a forecast to a client, external financier or stakeholder. Baseline Training is a prerequisite. Prior involvement in building the model is not assumed.

Objectives: A more advanced course providing users with the knowledge and workflows to confidently take responsibility for a file, identify key assumptions, explain the numbers and adjust the forecast as needed.

Learning Outcomes:

  • Efficiently review a forecast to understand how it has been built
  • Be confident presenting, explaining and working with the forecast
  • Apply effective techniques for stress-testing, what-if and scenario analysis

Pricing

Plan Level Detail
Standard pricing AUD$55-110 + GST per course
Plan50 and above Instructor-led training is included as part of the subscription

Coming Soon

Castaway is working toward the following additional training offerings:

  • Level 3 Training - Advisory Strategy
  • The Expert Series of Advanced Training
  • On-demand training for all four Fundamentals courses

Register

Register now to join the next training cohort via the Castaway website: Cloud Webinars

If you have any questions about the training webinars contact the team at: support@castawayforecasting.com