An intensive professional development training course on

Mastering Spreadsheet Skills for Planning, Forecasting and Budgeting

Looking Forward to Organisational Success

Why Choose Mastering Spreadsheet Skills for Planning, Forecasting and Budgeting Training Course?

The corporate history of the 21st century is notable for the failure of a significant proportion of previously successful enterprises that were unable to adapt to disruptive business model innovation and market changes. In many cases failure can be attributed to the organisation’s inability to plan, execute and adapt successful competitive strategies. Planning, budgeting and forecasting skills are the essential foundation of this critical business process and spreadsheet skills facilitate the rapid development of financial models in vital applications to support these activities.

This hands-on asting and Budgeting training course will focus on practical spreadsheet skills directly relevant to understand and make a practical contribution to the planning, budgeting and forecasting processes.

This Mastering Spreadsheet Skills for Planning, Forecasting and Budgeting training course will feature:

  • A comprehensive guide to the business planning and budgeting process
  • Practical expert tuition in the development of spreadsheet skills
  • Detailed explanation of effective business forecasting techniques
  • Explanation of modern business performance management methods
  • Development of practical skills for capital investment evaluation
  • Leading edge techniques for risk analysis and management

What are the Goals?

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

  • Participate effectively in planning, budgeting and forecasting process
  • Apply advanced Excel spreadsheet skills in business forecasting
  • Employ leading edge tools for cost analysis and forecasting
  • Develop financial models to assist in capital investment decisions
  • Make spreadsheet models for cash flow forecasting
  • Build powerful “what if” spreadsheet models for risk sensitivity analysis

Who is this Training Course for?

This Mastering Spreadsheet Skills for Planning, Forecasting and Budgeting 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

How will this Training Course be Presented?

This Mastering Spreadsheet Skills for Planning, Forecasting and Budgeting training course will use a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. The training course will follow a participative workshop format and will be focused on developing practical skills that delegates can apply in real life business situations on return to their own organisation. Each module includes a thorough review of the relevant theory before focusing on life-like business case studies to which delegates can apply the theory and practical spreadsheet skills using powerful Excel functions and statistical tools.

The Course Content

  • 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
  • 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
  • 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
  • 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
  • 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

Certificate and Accreditation

  • AZTech Certificate of Completion for delegates who attend and complete the training course
In Partnership With
Anderson
Copex
Do you want to learn more about this course?

Frequently Asked Questions

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  info@aztechtraining.com
  • Phone: Reach out to us directly at +971 4 427 5400 or +971 4 427 5401, and our team will guide you through the registration process.

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.

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.

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.

Yes, we offer tailored corporate training solutions to meet your organization's specific needs. Please contact us at info@aztechtraining.com or call +971 4 427 5400 for more information.

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