Integrating Budgeting, Forecasting and Business Planning Training
Course Info
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Course Details
Introduction
Objective
Who should attend
Effective financial planning is no longer about simply producing annual budgets—it’s about integrating budgeting, forecasting, and strategic planning into a unified framework that drives organizational agility and long-term success. In volatile markets and increasingly complex business environments, organizations that rely on outdated, siloed planning models face greater risk, limited insight, and slower responses to change.
This intensive training course is designed to bridge that gap. By equipping professionals with the tools to align operational planning with strategic objectives, this program empowers participants to make more informed decisions, increase forecasting accuracy, and build flexible budgets that adapt to dynamic business conditions. Participants will gain hands-on experience with modern planning techniques and Excel-based forecasting models, as well as learn how to evaluate capital projects using financial metrics.
With a focus on integration and real-world application, this course provides the skills and frameworks needed to move beyond basic financial routines and into proactive, performance-driven business planning.
Course Outline
Budgeting and Business Planning in a Global Context
- Introduction to organizational planning framework: Mission, vision, and strategic goals
- Analyzing the impact of the international business environment on financial planning strategies
- Describing the link between the product, information, and decision support cycle
- Key differences between strategic, tactical, and operational forecasts
- Understanding the strategic approach to business planning
- Exploring tactical and operational business planning techniques