01 / Verify
An expected invoice, a familiar thread and new payment instructions.
THE PAYMENT CHANGE EXERCISE
From the first request
to the follow-up plan.
A fictional supplier asks your team to change bank details. An urgent message follows. Your team’s decisions shape the discussion that comes next.
02 / Authorize
A delivery deadline puts the verification process under pressure.
03 / Respond
Independent confirmation reveals the request was fraudulent.
04 / Contain
An unfamiliar mailbox rule raises questions about account access.
05 / Follow through
The team separates what it knows from what still needs checking.
Export / Keep the record
A decision log, named action owners, due dates and a follow-up review.
What you receive
- A complete interactive HTML exercise that opens locally in your browser.
- A printable facilitator guide with all five events and discussion notes.
- Preparation, editable decisions and observations, action tracking and a final record.
- HTML report, actions CSV, browser print-to-PDF and JSON backup/restore.
- Single-organization license for repeated internal use of the delivered version.
Before you gather the team
Allow 45–60 minutes, including preparation and debrief. One facilitator shares the screen and records the discussion. Invite finance, IT and an accountable business lead. Role names are sufficient.
Use current desktop Chrome or Edge with JavaScript enabled. No installation, accounts or internet connection are needed for the downloaded exercise. The website is responsive; a shared desktop screen is recommended for running the session.
This is a discussion exercise. Do not send real payments or change live accounts during it. The product does not investigate your systems, assess compliance or provide an independent professional opinion.
A useful record, without an invented score
ILLUSTRATIVE OUTPUT — NOT A CUSTOMER RESULT
- Decision
- Hold the payment until the known supplier contact confirms the request.
- Observation
- The team could not identify a backup approver.
- Action
- Document and test the backup approval route.
- Owner / due
- Finance lead / date set by the team.
No time-saving percentage or measured effectiveness is claimed. Try the demo to assess the workflow for yourself.