Spreadsheet Skills for Planning, Forecasting & Budgeting

Master your ultimate tool to plan, forecast and do your budget professionally!

Introduction

This hands-on, practical course will demonstrate how you can develop spreadsheet models to create a forecast, which can then be utilised to generate business plans and operating budgets with the use of Excel as it is used in practice. The applications will be focused on three crucial aspects of business and financial management - strategic planning, intelligent forecasting, and realistic budgeting. Delegates will learn how accessible the power of Excel is to provide realistic forecasts and prepare flexible budgets. The impact on efficiency in planning and control and therefore return on investment for companies and/or divisions will be startling.

 

Training Objectives of Spreadsheet Skills for Planning, Forecasting & Budgeting

 

Spreadsheet Skills for Planning, Forecasting & Budgeting Course Outlines

Day 1

Introduction to Spreadsheets using Excel

Case Study: Building a Quick Access Toolbar in Excel and applying it to the analysis of financial statements of a division.

Day 2

Proper Planning

Case Study: Preparing a planning model and subjecting it to a range of sensitivity analysis in a manufacturing environment.

Day 3

Fantastic Forecasting

Case Study: Applying the forecasting functions in Excel to past data and building a model offering various scenario's

Day 4

Beyond Budgeting

Case Study: Building budget based on assumptions - Operating Budget, Cash Budget & Capital Budget

Day 5

Putting it together – building the comprehensive model

Case Study: Building an integrated planning, forecasting & budgeting model

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