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               VIEW OUTLINE - PDF 


Start Date: 7 Jul, 2024

End Date : 11 Jul, 2024
Duration   : 5 Days


Overall Description: 

This course start with strategic planning to determine what direction the firm should take. Then you will develop a workable forecast based on your assumptions; move onto results-focused budgeting analysis from this forecast; then use the “what-if” tools based in Excel© to “test” your budget, and finally develop reports of the results for accountability.


Course Objectives: 

  • Understand what is included in a solid strategic plan
  • How to develop supportable assumptions
  • Create realistic forecasts from solid assumptions
  • Use the forecasting tools build into Excel©
  • How the forecasting process leads to better budgeting
  • How to run “what-if” scenarios to make better decisions
  • Link responsibility, authority & accountability using reporting
  • Develop needed reports that tell you what you need to know in a timely manner
  • How to use these reports to match strategic goals to actual performance
  • You will walk away with comprehensive planning to implementation tool

Course Outline (Content): 


  • What is strategic planning
  • Limitations of strategic planning
  • Specific problems associated with strategic planning
  • Assessment tools including SWOT, Porter’s 5-forces, GE & BCG models
  • Developing the plan & strategic objectives

Mapping your Strategy

  • Strategic Planning Process Flowchart
  • Competitive Analysis
  • SWOT Analysis
  • Strategic Goals
  • Why we have to plan before we forecast


Introduction to Forecasting

  • What is forecasting?
  • Strategic role of forecasting
  • The forecasting process
  • Forecasting demand
  • Sales forecasting using various methods in Excel©


For full outline details please view the PDF file.

Who Should Attend?

  • Financial executives
  • Financial Professionals, Finance Controllers & Treasurers
  • Operating and Inventory Professionals
  • Any Professional, at a medium and senior level, who is a part of the decision-making team

Course Methodology:

We utilize a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This training course will be conducted as a highly interactive workshop session. A variety of training methodologies will be used Before and during the course whenever applicable. Some of these methods are gamification, online pre-post test, role plays, self-assessment instruments, group exercises & case studies.

Mastering Financial Analysis and Financial Reporting Skills

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