Budgeting and Business Planning

Budgets are more than spreadsheets.

They shape priorities, guide decisions and help you deliver on organisational goals.

This course shows you how to connect budgeting with business planning so you can set realistic targets, allocate resources wisely and track performance in a clear, meaningful way."

Location

Date

Duration

2 Days

Time (AWST)

Address

Participants

Total

What to expect

Effective budgeting begins with a clear understanding of what the organisation is trying to achieve. This course helps you link budgets to business plans so you can set practical objectives, allocate resources with purpose and build stronger accountability across your team. You will explore the core components of planning and budgeting and understand how they influence organisational performance.

You will learn how to use SWOT analysis to shape strategy, prepare accurate budgets for operational and capital needs and identify the risks that may affect delivery. The program also shows you how to set measurable targets and develop action plans that support focus and follow-through.

To ensure budgets stay relevant, you will explore how to track performance using KPIs, monitor results against plan and build commitment from those responsible for achieving outcomes. You will leave equipped with the tools to create budgets that are realistic, aligned and results driven.

Is this course for you

This course is ideal for managers, supervisors, and staff in private and public sector organisations who are responsible for planning, managing, or reporting on budgets and business performance.

This course is suited to individuals who want to:

plan and manage budgets effectively
monitor and report on business performance
understand financial information to support decision-making
strengthen accountability and financial control

What you will explore

During this training course, you will develop the skills to plan, prepare and manage budgets that support effective business planning and performance. The course focuses on understanding the purpose of budgets, applying strategic tools such as SWOT analysis, setting clear targets, and monitoring performance using key indicators to manage risk and drive organisational success.

By the end of this training course, you should be able to:

Understand the purpose of budgets and business plans and how they influence organisational success
Apply SWOT analysis to shape strategies and guide resource allocation
Set clear objectives and measurable targets
Prepare accurate budgets for operating resources and capital expenditure
Integrate budgets with business plans to manage risks and track performance
Monitor results against budgets using key performance indicators

Where this course can take you

During this training course, you will explore the purpose, importance, and benefits of budgets and business plans, and understand the relationship between them. You will learn how to use tools such as SWOT analysis to set clear objectives and goals, and plan and budget for resource requirements and capital expenditure.

The course also focuses on risk assessment and management, identifying key performance indicators, and developing practical action plans. You will build skills in strengthening commitment and responsibility, and monitoring performance against plans and budgets to support effective decision making and accountability.