The Integrated Business Planning Excellence: From Forecasts to Budgets
Introduction
This intensive program is designed to equip professionals with the knowledge and tools to integrate strategic planning, budgeting, forecasting, and performance measurement into one cohesive system. In today’s competitive global environment, budgets are not merely numbers—they are strategic instruments that drive organizational goals, guide decision-making, and align resources.
Participants will learn world-class practices in budgeting and business planning, explore advanced forecasting tools, apply cost analysis techniques, and gain hands-on skills with Excel® to transform historical data into actionable insights.
By the end of the course, delegates will be equipped to design and implement integrated financial planning systems that enhance efficiency, support business growth, and drive better decisions across the organization.
Objectives
By attending this course, participants will be able to:
* Build an integrated planning, budgeting, and reporting process.
* Understand cost behavior and apply advanced cost analysis methods.
* Deliver more timely and useful information to decision-makers.
* Improve budgeting and financial analysis skills for strategic impact.
* Link projects and budgets seamlessly to business strategy.
* Apply capital budgeting and appraisal techniques to evaluate investments.
Methodology
The course uses a highly practical approach combining:
* **Interactive lectures** to introduce concepts.
* **Case studies** from global organizations to provide real-world relevance.
* **Hands-on exercises in Excel®** for data analysis, forecasting, and budgeting.
* **Workshops and group discussions** to foster collaboration and application.
* **Role-play simulations** for decision-making in dynamic business scenarios.
Who Should Attend
This program is ideal for:
* Finance professionals, controllers, and accountants.
* Budgeting, planning, and forecasting managers.
* Project managers and operations professionals involved in resource allocation.
* Business analysts and strategy professionals.
* Anyone responsible for financial planning, performance measurement, or cost control.
Course Outline
**Day 1: Budgets and Strategy in Today’s International Environment**
* Organizational planning framework
* Product / information / decision support cycle
* Strategic, tactical, and operational forecasts
* Linking budgets with business strategy
* Strategic and tactical approaches to business planning
* Navigating the international business environment
**Day 2: The Business Plan and Budget Development**
* Developing a comprehensive business plan
* Identification of key value drivers
* Setting and achieving objectives
* Zero-based budgeting (ZBB)
* Activity-based budgeting (ABB)
* Developing effective cash budgets
**Day 3: Analysing Historical Data Using Excel**
* Forecasting challenges and pitfalls
* Leveraging historical data for planning
* Development of time-series models
* Regression analysis as a forecasting tool
* Exponential smoothing for data analysis
* Practical Excel® applications for forecasting
**Day 4: Activity-Based Budgeting and Cost Analysis Techniques**
* Understanding cost behavior and breakeven analysis
* Activity-based costing and budgeting approaches
* Budgeting for processes versus departments
* Defining cost drivers and key activities
* Building activity-based budgets for better accuracy
**Day 5: Capital Budgeting and Project Appraisal**
* Identifying and classifying capital projects
* The capital project evaluation process
* The impact of time on money value
* Applying WACC and ROIC benchmarks
* Developing hurdle rates for investments
* Using NPV, IRR, ARR, and Payback models for project appraisal
Enquiries and Registration
Enquiry at : admin@keleaders.com
Whatsapp: 0044 790 125 9494
For more details visit our website : www.keleaders.com
