# FP&A Team Workshop — Exercise Plan
Audience: · 6 people
Length: 7 hours · 270 min of build time
### Who is in the room
| person | uses AI today | agents built | plan |
|---|
| every day | yes | leads a pair |
| sometimes | no | ready for step 4 |
| never | no | owns 4 good cases |
| never | no | pair, do not solo |
### Systems
NetSuite: export only · Salesforce: partial
Connected: Google Sheets, Slack, .
> So no exercise starts with a password problem.
### E1 — budget vs actual, on real data
Prepare: 3 closed months + the plan, anonymised,
plus last month's real commentary, held back.
Done when: a variance with no traceable cause
reads needs owner input — never a smoothed number.
