Course curriculum
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1
Introduction
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Welcome
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Course introduction
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Course learning objectives
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Instructors
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Download course presentation
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2
Budgeting Within a Strategic Framework
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Learning objectives
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Barriers to strategy execution
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Translating the strategy into a business plan
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Interactive exercise 1
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Balanced scorecards
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Top reasons to budget
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What to watch out for
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Interactive exercise 2
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3
Building a Robust Budgeting Process
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Learning objectives
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The master budget
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3 categories of budgets
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Interactive exercise 3
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Manufacturing company example
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Retail company example
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Services company example
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Quiz
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Where to start with budgeting
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Steps in the budgeting process
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Psychology and target setting
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Top down vs. bottom up involvement
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Interactive exercise 4
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4
A Practical Guide to Developing Budgets
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Learning objectives
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4 approaches to budgeting
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Incremental budgeting
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Activity based budgeting
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Value proposition budgeting
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Zero based budgeting
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Interactive exercise 5
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Beyond budgeting
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5
Forecasting Techniques
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Learning objectives
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Cost types
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Modified cost types
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Cost structure and earnings volatility
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Cost structure exercise template
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Cost analysis demonstration
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Breakeven analysis and margin of safety demonstration
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Sensitivity analysis with data table
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Interactive exercise 6
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Cost control matrix
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Quantitative forecasting methods
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Forecasting exercise template
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Moving averages
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Simple linear regression
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Excel FORECAST function
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Equation of a line regression
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Multiple linear regression overview
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Multiple regression Excel demonstration
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Interpreting regression summary output
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Using the multiple regression equation
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Interactive exercise 7
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PEST analysis
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Porter's 5 forces
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6
Tracking Budget Performance with Variance Analysis
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Learning objectives
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What is variance analysis
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Volume vs. price variance
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Cost variance
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Interactive exercise 8
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Variance analysis exercise template
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Variance analysis in Excel
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Variance impact and waterfall chart data
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Variance waterfall chart in Excel
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Variance waterfall chart template
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Root cause analysis
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Presenting results of variance analysis
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Interactive exercise 9
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7
Applied Budgeting Tools and Techniques in Excel
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Learning objectives
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Budgeting tools exercise templates
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Goal Seek tool in Excel
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Solver tool in Excel
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Consolidate function in Excel
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Pivot tables overview
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Setting up a pivot table in Excel
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Beyond Excel
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Interactive exercise 10
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8
Conclusion
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Conclusion and recap of objectives
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Download appendices and bonus templates
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Appendix models
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Summary
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9
Qualified Assessment
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Qualified assessment
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Budgeting and Forecasting course evaluation
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