Annual Planning & Budgeting Exercise

by on January 5, 2015
Posted in Finance

Who Should Attend


This workshop is designed for department heads, managers, planners, who should play a part in the yearly budgeting exercise.


Learning Objectives


This workshop will go thru the steps of reviewing past year performance and teach them the needed steps for planning and budgeting for the following year. It will also cover how to prepare the various budget projects, both operating and capital budgets, using Excel spreadsheets.


Workshop Outline:


  • Budgeting Cycle
  • Advantages of Budgets
  • Time Coverage of Budgets
  • Planning & Budgeting Cycle
  • Analysis Of Prior Year And Ongoing Performance
    • Analysis of P&L / Expenses Reports
    • Analysis of “Key Performance Indicators” (KPI)
  • PESTL Analysis
    • Political Analysis
    • Economic Analysis
    • Social Analysis
    • Legal/Political Analysis
  • SWOT Analysis
    • Management
    • Marketing
    • Information Technology
    • Financial
    • Human resources
    • Legal
  • Goal Setting
  • Strategy
    • Strategic Objectives
    • Business Objectives
  • Annual Plans
    • Pre-requisites from Departments
    • Operating Budgets: Revenue Budget and OPEX

Capital Budget CAPEX


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