Budgeting Bootcamp – Annual Operating Plan
Master strategic budgeting and annual operating planning. Learn to create accurate budgets, align financial goals, and deliver data-driven insights that impress leadership.
Course Description
The Annual Operating plan is one of the most critical functions for a business. Learn how to set-up, plan, and execute a world-class budgeting process!
The Annual Operating Plan Course is for finance & accounting professionals. We will start with the basics of why companies do an annual planning process but we will also dive into the details of how you actually set-up templates, how to collect data, what information is needed for all the pieces of the budget (sales planning, cost budget, cap-ex, etc). We cover how to convert the plan into financial statements and a C-suite level presentation.
At completion, you’ll know how to build an annual budget and will be able to facilitate your company’s annual planning process.
In this course, you'll learn...
Course Objectives
The purpose and components of strategic budgeting, including sales, production, and cost-of-goods-sold budgets.
How to set up calendars, structure templates, and manage deliverables throughout the budgeting process.
Techniques for creating consolidated financial models and forecasting cash positions.
Advanced methods for preparing presentations for leadership and board review.
Strategies to elevate a basic budget into a world-class strategic plan.
Tips and lessons learned from real-world examples to continuously improve your budgeting process.
How you'll apply these skills...
Run efficient, accurate budgeting processes that align financial goals with strategic company objectives.
Create and manage detailed financial templates, ensuring data consistency and reliability.
Present professional financial plans and insights to leadership and boards with confidence.
Optimize resource allocation by forecasting cash positions and understanding funding requirements.
Continuously refine your company’s annual operating plan to achieve strategic excellence.
Deliver actionable insights that support leadership decision-making and align teams around clear financial targets.
Course Content
Additional Info
Format
3-6 minute videos, 5 quizzes, and a final exam
Field of study
Finance – Technical
CPE Credits
CPEs 4.5
Prerequisites
You should have a basic knowledge of the financial statements and a basic knowledge of Microsoft Excel (VLOOKUP, Pivot Tables, SUM, SUMIF). If you do not, we recommend taking our Financial Statement Analysis course and/or our Microsoft Excel Bootcamp.