This course covers a range of topics that blend technical skills with practical applications:

Budgeting and Planning Principles
• Purpose and components of operational, capital, and cash flow budgets
• Budgeting process design and calendar management
• Aligning budgets with strategy and organizational objectives
• Identifying cost drivers and revenue projections

Advanced Budgeting Techniques
• Rolling forecasts and flexible budgeting
• Zero-based budgeting and incremental approaches
• Activity-based budgeting and driver-based planning
• Variance analysis and corrective action planning

Performance Management and KPIs
• Linking budgets to performance outcomes
• Establishing key performance indicators (KPIs)
• Financial and non-financial performance measurement
• Setting targets and evaluating departmental contributions

Management Reporting Best Practices
• Principles of effective internal reporting
• Monthly, quarterly, and annual report structures
• Data storytelling and visual representation
• Designing Excel-based dashboards for decision-makers

Excel Tools for Budgeting and Reporting
• Building dynamic budget templates
• Using pivot tables, charts, and formulas for reporting
• Creating interactive dashboards with slicers and filters
• Automating variance reports and performance summaries

Case Studies and Real-World Scenarios
• Case: Planning and reporting for a multi-department organization
• Group simulation: Developing a performance report for executive review
• Workshop: Reviewing underperforming areas and budget realignment strategies
• Role-play: Presenting budget and performance updates to management

Participants will leave the course with a practical toolkit to manage financial planning processes, prepare reliable forecasts, and deliver clear and compelling management reports.

Budgeting, Planning & Management Reporting Training Course in Geneva

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