Open Book Processes

Designed for staff who wish to develop and improve their practical understanding of open book tools and techniques.

All CIPFA members receive 10% off the price of this course.

Book now

New dates will be announced soon. To register your interest, email:

About the course

Open book processes can be an effective mechanism for generating cost savings and improving value for money – if they are well understood and effectively implemented. CIPFA's Open Book Processes course will help you to develop an understanding of and a strategy for implementing open book systems and processes.

You will:

  • learn how to create dynamic and innovative ways of operating that will support the overall delivery of value for money within your services
  • understand the key skills required to develop and manage sustainable improvements to your business plans

The course is delivered in association with our training partner for Open Book Processes, Stradia Ltd.

Who is the course aimed at?

The Open Book Processes course is aimed at all client and contract partner staff who wish to develop and improve their practical understanding of open book tools and techniques.


The course is completed over three days of classroom learning - currently delivered online.

Course outline

Below is a summary of what the course covers. Please download the course brochure for full details.

  • Session 1 – The Procurement Process
  • Session 2 – Initiating open book accounting processes
  • Session 3 – Managing an open book accounting contract
  • Session 4 – Techniques for reducing cost
  • Session 5 – Corporate governance and auditing
  • Session 6 – Team structure
  • Session 7 – Performance improvement
  • Session 8 – Workshop review
  • Session 9 – Open book processes in practice
  • Session 10 – Personal development
  • Session 11 – Examination


You will be assessed by examination on the last day of the course.


On successful completion of the course you will be awarded the CIPFA Certificate in Open Book Processes.

In-house delivery

In addition to our open courses, Open Book Processes can also be delivered in-house. This is especially cost-effective for organisations interested in training a number of individuals or whole teams.

For more information about running the course in-house, contact us at:


£995 +VAT per delegate (open course only).

A 10% discount is available to all CIPFA members.

This course carries 21 CPD hours

All CIPFA training counts towards your continuing professional development (CPD). If you are a CIPFA Chartered Member, you are required to undertake a minimum of 20 hours of relevant CPD activity each year as part of maintaining your professional competence and to develop skills and knowledge.

For full details visit: