Spreadsheet Skills for Planning, Forecasting and Budgeting


Date and Venue

April 24, 2023 - April 28, 2023
Crowne Plaza Hotel, Dubai Deira. UAE.
June 19, 2023 - June 23, 2023
Sheraton Memphis Downtown Hotel, USA.
Sept. 18, 2023 - Sept. 22, 2023
Kigali Serena Hotel, KN 3 Ave, Kigali, Rwanda
Nov. 13, 2023 - Nov. 17, 2023
University of Ghana, Legon, Accra Ghana


About the course
Many spreadsheet users do not fully exploit the power of their software. Business forecasting, planning and budgeting are areas in which personal computers may be used by organizations. By developing spreadsheet models, the work required to produce forecasts can be dramatically reduced. Furthermore, these forecasts can be easily transferred to business plans that provide a guide to the overall performance of the firm. These plans may then in turn be readily developed into operating budgets.
By using the personal computer all of these forecasts, plans and budgets may be reviewed through extensive what-if analysis to find the key factors for management to monitor. In addition, today’s spreadsheets may be conveniently used to perform advanced techniques such as goal seeking, sensitivity analysis and risk models. 

Course Objectives

Upon completion of this course, participants will be able to:

• Navigate through the features and functions of Excel
• Have knowledge of a variety of approaches to forecasting, planning and budgeting
• Have the ability to develop these techniques on a spreadsheet
• Understand tips on how to combine these techniques to obtain the most effective management information
• Use of advanced spreadsheet techniques  
• Distinguish between data and output in spreadsheet architecture
• Analyze financial statements in order to plan ahead
• Build effective financial planning models
• Use forecasting techniques for budget preparation


This course is aimed at professionals who contribute to financial decision making. Participants with qualifications and or experience in accounting and finance will benefit from the new focus on building models and applying scenario's in financial planning.
This course is suitable to a wide range of professionals but will greatly benefit:

  • Business advisors, analysts & staff from all functional areas who need to advise, comment or develop business forecast plans and budgets
  • Planning Engineers
  • Strategic planners and Finance officers
  • Management Accountants
  •  Managers without formal financial qualifications