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Mastering Planning, Forecasting & Budgeting using Spreadsheet

An Intensive 5-day Training Course

Mastering Planning, Forecasting
& Budgeting using Spreadsheet

Looking Forward to Organisational Success

UPCOMING SESSIONS

Classroom sessions
DateVenueFee
21-25 Apr 2025Dubai - UAE$5,950RESERVE A SEAT
04-08 Aug 2025Istanbul - Turkey$5,950RESERVE A SEAT
10-14 Nov 2025London - UK$5,950RESERVE A SEAT
16-20 Mar 2026Dubai - UAE$5,950RESERVE A SEAT

Training Course Overview

Effective planning, budgeting, and forecasting skills are crucial for organizations to anticipate and navigate the rapid and disruptive changes that define the challenges of 21st-century business survival and growth. This Mastering Planning, Forecasting & Budgeting using Spreadsheet training course focuses on developing practical spreadsheet skills essential for understanding and actively contributing to these critical planning, budgeting, and forecasting processes.

Training Course Objectives

By the end of this training course, delegates will be able to:

  • Participate in and support the planning, budgeting and forecasting process
  • Apply advanced Excel modelling skills in these key processes
  • Apply latest techniques in cost forecasting and management
  • Build effective spreadsheet models to assist in investment decision-making
  • Develop models for applying sensitivity analysis to risk management

Designed for

This training course will not only be of benefit to planning team members, but it will also provide a useful insights and tools for other professionals in related fields, in particular the course will greatly benefit:

  • Financial accounting team members
  • Cost and management accounting staff
  • Finance managers
  • Budget managers
  • Commercial managers
  • Capital investment and project team members
  • Investment analysts and acquisition team members
  • Risk managers

The Course Outline

Day One: Fundamentals of Business Planning
  • The aims and principles of strategic planning
  • A framework for effective strategic execution
  • The structure and format of financial statements
  • Measuring and managing financial performance
  • Principles of financial modelling
  • Spreadsheet skills: Excel best practice and modelling tips
Day Two: Principles and Techniques of Business Forecasting
  • Spreadsheet skills: using Excel’s statistical analysis tools
  • Using moving averages to analyse time series data
  • Using linear regression for sales trend analysis
  • Applying exponential smoothing to forecasting
  • Spreadsheet skills: using Excel Solver to minimise forecasting error
  • Avoiding common forecasting problems
  • Data visualisation – presenting data to non-financial managers
Day Three: Budgeting for Revenue and Operating Costs
  • The role of budgeting in the planning cycle
  • Traditional and advanced approaches to cost analysis
  • Spreadsheet skills: using regression and correlation for cost forecasts
  • Criticisms and limitations of conventional budgeting methods
  • Beyond Budgeting
  • Spreadsheet skills: building rolling forecast models
Day Four: Cash Flow Forecasting and Cash Budgeting
  • Understanding the drivers of business cash flow
  • Spreadsheet skills: building a cash flow forecast model
  • Principles of capital budgeting
  • Capital investment appraisal tools
  • Understanding discounted cash flow (DCF) analysis
  • Spreadsheet skills: building a capital investment appraisal model
Day Five: Incorporating Risk Management in to Planning and Forecasting
  • Identifying and analysing business risk
  • Probability based approach to decision-making
  • Spreadsheet skills: building decision trees in Excel
  • Sensitivity analysis and “What-If” forecasting
  • Identifying the key drivers of financial performance
  • Spreadsheet skills: building a “What-If” forecast for sensitivity analysis

The Certificate

  • Anderson Certificate of Completion will be provided to delegates who attend and complete the course
Course Enquiry

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    How can I register for a training course?

    There are several convenient ways to register for our training programs:

    • Online: Explore our training calendar, choose the course that suits your needs, and click the “Register Now” button on the course details page.
    • Email: Share your details, including your name, organization, email address, and selected course, by sending an email to  [email protected]
    • Phone: Reach out to us directly at +971 4 273 3503, and our team will guide you through the registration process.

    When will I receive confirmation of my registration?

    Once your registration is successfully completed, you will receive a confirmation email within 24 hours. This email will contain your registration details, invoice, and the necessary joining instructions for the course.

    What does the training fee cover?

    The training fees include full access to the training venue, along with comprehensive training materials to enhance your learning experience. Additionally, participants will be provided with writing supplies and stationery. To ensure comfort and convenience, the fee also covers lunch and refreshing coffee breaks throughout the duration of the course.

    Where are your training courses held?

    Our training programs are hosted at luxurious five-star hotels in prestigious destinations across the globe. Some of our popular locations include Dubai, London, Kuala Lumpur, Amsterdam, New York, Paris, Vienna, and many other iconic cities.

    Can I request customized corporate training?

    Yes, we offer tailored corporate training solutions to meet your organization’s specific needs. Please contact us at [email protected] or call +971 4 273 3503 for more information.

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    Can’t find the what you are looking for? Contact us and we’ll be happy to assist you.
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