Sabtu, Maret 27Informasi Jadwal / Schedule Online Training 2020 - 2021

Training Business Planning and Budgeting

Business Planning and Budgeting Training


Financial planning and budgeting are critical to the success and sustainability of a business entity – for-profit or otherwise. Financial plans and budgets are an integral part of strategic planning that is indispensable in the deployment and allocation of resources to achieve the entity’s both long-term and short-term objectives.

Thus, it is critical that management at both the corporate and department level ensure that actual outcomes conform to plans, both long-term and short-term.

Learning Outcomes

  • Gain insight into the business planning process necessary for effective financial planning and budgeting
  • Understand how longer-term business planning is done
  • Apply a practical framework to structure a Business Plan that is easy to read and understand, be it a business development or process improvement plan
  • Know the key points and pitfalls to watch for when assessing or approving Business Plans
  • Know how to quantify and calculate payoffs, and determine funding needs
  • Know how to build in risks into the plans
  • Distinguish between corporate and department budgeting, and appreciate their interdependent roles
  • Know the prerequisites and foundations of effective budgeting 

Who Should Attend?

  • Financial controllers and managers who review business plans and/or budgets
  • Business managers who develop business plans and/or providing inputs into budgets
  • Entrepreneurs who need to know how to do business planning and financial planning
  • Financiers who need to assess the feasibility of business plans furnished by clients

Course Outline

  • PART I: Business Planning

    1)   Business Planning Framework

    ·         In context of Strategic Planning

    ·         Relationship between Business Plans, Financial Plans & Budgets

    2)  Strategic Planning Process

    ·         Analysis of External and Internal Environment

    ·         Choosing Strategies – Relevance of Business Plans (Expanded in Sessions 3-8)

    ·         Implementation – Relevance of Budgets (Expanded in Sessions 9-11)

    3)  Structuring an Effective Business Plan

    ·         Why Business Plans Fail to Get Attention

    ·         Key Components of a Business Plan

    ·         Use of the Executive Summary

    4)   Identifying Key Action Strategy

    ·         Key Pointers in Marketing Plan, Operations Plan, Management Plan, Financial Plan

    ·         Interdependency of the Various Plans

    5)   Financial Plan: The Payoff

    ·         Payback Period

    ·         Net Present Value

    ·         Internal Rate of Return

    6)   Financial Plan: Funding Requirements

    ·         Identifying the Amount of Funds Needed

    ·         Deciding on Level of Buffer Cash Reserve

    7)   Identifying & Quantifying Risks

    ·         Identifying Risks

    ·         Building Risks into Business Plan

    ·         Use of Breakeven and Sensitivity Analysis

    8)   Mapping Out Implementation of Business Plan

    ·         Setting Milestones

    ·         Importance of Change Management

    PART II: Budgeting

    9)   Budgeting at Corporate Level

    ·         Quantifying Corporate Objective

    ·         Use of Budgets

    ·         Interdependency of Budgets

    ·         Roles of Finance and Non-Finance Managers in Budgeting

    ·         Differing Budgeting Methods and their Pros & Cons

    ·         Selecting Suitable Methods for Different Types of Budgets

    10) Budgeting at Department or Team Level

    ·         Identifying & Quantifying Costs

    o    Building or Questioning Assumptions

    o    Relevance of Cost Behavior

    ·         Identifying & Quantifying Revenue

    ·         Essentials of Effective Budgeting

    ·         Laying the Groundwork for Budgeting

    11) Impact on Cash Flow Management

    ·         Relevance of Cash Flow Forecast

    ·         Impact of Budgets on Cash Flow Management


General Notes

  • All our courses can be facilitated as Customized In-House Training course.
  • Course duration is flexible and the contents can be modified to fit any number of days.
  • As for Open Enrolment Courses, we offer our clients the flexibility to chose the location, date, and time and our team of experts who are spread around the globe will assist in facilitating the course.
  • The course fee includes facilitation, training materials, 2 coffee breaks, buffet lunch and a Certificate of successful completion of Training.
  • FREE Consultation and Coaching provided during and after the course.


Yogyakarta, Jakarta, Bandung, Bogor, Cirebon, Solo, Semarang, Surabaya, Malang, Bali, Lombok, Samarinda, Balikpapan, Banjarmasin, Pontianak, Makassar, Medan, Palembang, Lampung, dll serta Timor Leste, Thailand, Singapore , Kuala Lumpur.  (dengan harga dan minimal kuota yang berbeda)

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