Budgeting and Business Planning

Every manager needs to operate within a budget. During this course you will examine a variety of approaches for developing a budget and monitoring performance against an agreed business plan.


2 Days



Managers, supervisors and staff are held accountable for achieving their organisation’s outcomes. This highly practical and interactive course will provide you with the tools to prepare successful budgets and business plans helping you to achieve your organisation’s goals.

Who will benefit

Managers, supervisors and staff in the private and public sector who need to prepare, understand or evaluate budgets and/or business plans. This course is also suitable for not-for-profit organisations.


  • The purpose, importance and benefits of a budget and a business plan
  • The relationship between the budget and the business plan
  • SWOT (Strengths, Weaknesses, Opportunities and Threats) Analysis
  • Setting objectives and goals
  • Planning the organisation’s resource requirements
  • Budgeting for the organisation’s resource requirements
  • Planning and budgeting for capital expenditure
  • Risk assessment and management
  • Key Performance Indicators (KPI's)
  • Action plans
  • Building commitment and responsibility
  • Implementing the plan
  • Monitoring performance against the plan and budget.

Learning Outcomes

Participants should be able to:

  • Prepare and evaluate a budget
  • Prepare and evaluate a business plan
  • Monitor and manage costs against a budget
  • Manage the process of implementing a business plan
  • Monitor and manage progress against a business plan.

What past course attendees say:

"Really enjoyed the stories and examples given to supplement the material."
"Excellent quality of training, with a perfect balance of theory and practical."
Related Results

This course is designed for those who have had little or no exposure to accounting concepts and want to gain an introductory level of financial awareness. 

If you need to build your financial acumen and would like to integrate financial information into your decision making, this course is for you. You will learn how to link financial objectives to company strategies, interpret financial data to make better decisions.

The Finance for Non-Finance Managers training course is for those who need an understanding of finance to make sound commercial decisions. You will learn how to improve budgeting processes within your team, explore tax implications of business structures and learn how to ask insightful questions about the organisation's finances.

For those needing to use financial tools to support business planning, this program will explore the different finance variables that have to be taken into account when preparing predictive models for organisations or major projects. 

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