Mastering Spreadsheet Skills
for Planning, Forecasting
and Budgeting

The Mastering Spreadsheet Skills for Planning, Forecasting, and Budgeting Training Course is designed for professionals who seek to enhance their financial forecasting, planning, and budgeting capabilities. In today's dynamic business environment, many companies fail because they cannot adapt to market changes and disruptive innovations. A significant factor in these failures is the inability to effectively plan, budget, and forecast, crucial elements of competitive strategy. With practical spreadsheet skills, professionals can rapidly develop financial models that drive informed decision-making.

This course delivers hands-on experience and expert tuition, focusing on practical spreadsheet applications directly tied to business planning, budgeting, and forecasting. Participants will learn the essential techniques to develop financial models that support capital investment evaluation, risk management, and performance monitoring, all through the power of Excel.

Key benefits of this course include:

• Comprehensive coverage of business planning and budgeting processes.
• Practical, expert-led tuition for advanced spreadsheet skills.
• In-depth exploration of forecasting and performance management techniques.
• Mastering modern tools for effective risk analysis and management.

By the end of this Mastering Spreadsheet Skills for Planning, Forecasting, and Budgeting Training Course, delegates will be able to:

• Effectively contribute to the planning, budgeting, and forecasting processes.
• Utilize advanced Excel skills for accurate business forecasting.
• Apply modern tools for cost analysis and forecasting.
• Develop financial models to support capital investment decisions.
• Build cash flow forecasting models in Excel.
• Design “what-if” models for risk sensitivity analysis.

This course is ideal for professionals involved in financial planning, forecasting, and budgeting. It's tailored for:

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

The Mastering Spreadsheet Skills for Planning, Forecasting, and Budgeting Training Course uses a participative workshop format, incorporating a range of adult learning techniques to ensure full comprehension and retention of course material. Each day’s sessions will begin with a solid theoretical foundation, followed by practical, hands-on exercises using Excel's powerful functions and tools. Delegates will apply these techniques to real-life case studies, ensuring the skills they learn are directly applicable to their roles.

Key aspects of course delivery include:

• Engaging, hands-on workshops focused on Excel skills.
• Case studies and practical applications to reinforce learning.
• Use of advanced Excel features like Solver, regression, and sensitivity analysis.

• AZTech Certificate of Completion for delegates who attend and complete the training course