This comprehensive course provides the essential knowledge and skills for developing effective strategic plans and accurate financial forecasts. Participants will learn to align financial planning with organizational strategy, analyze market trends, and create robust forecasting models that support informed decision-making. The program covers both quantitative techniques and qualitative approaches to anticipate future business conditions and financial performance. Through practical exercises and real-world case studies, attendees will develop the expertise to create strategic financial plans that drive organizational success and sustainable growth.
Strategic Planning and Financial Forecasting
Financial Management and Accounting
October 25, 2025
Introduction
Objectives
Key learning objectives for this course include:
- Develop comprehensive strategic planning frameworks aligned with organizational vision
- Master financial forecasting techniques and modeling approaches
- Analyze market trends and competitive dynamics for strategic insights
- Create integrated financial plans that support business strategy
- Implement scenario planning and sensitivity analysis
- Develop key performance indicators and strategic metrics
- Align resource allocation with strategic priorities
- Communicate strategic plans and financial forecasts to stakeholders
- Monitor and adjust strategic plans based on performance
Target Audience
- Chief Financial Officers
- Financial Planning and Analysis Managers
- Strategic Planning Directors
- Business Unit Leaders
- Finance Directors
- Management Accountants
- Business Development Managers
- Entrepreneurs and Business Owners
Methodology
- Case studies of strategic planning success
- Financial modeling workshops
- Scenario planning exercises
- Group discussions on strategic challenges
- Individual forecasting projects
- Executive presentation practice
- Peer review and feedback sessions
Personal Impact
- Enhanced strategic thinking and analytical skills
- Improved financial modeling and forecasting abilities
- Stronger communication and presentation capabilities
- Increased confidence in strategic decision-making
- Better risk assessment and management skills
- Professional growth in financial leadership
Organizational Impact
- Improved strategic alignment and execution
- Enhanced financial predictability and stability
- Better resource allocation and investment decisions
- Increased organizational agility and responsiveness
- Stronger competitive positioning
- Improved stakeholder confidence and trust
Course Outline
Strategic Planning Fundamentals
Planning Framework- Strategic planning concepts and models
- Environmental analysis and market assessment
- SWOT analysis and competitive positioning
- Vision, mission, and strategic objectives
- Financial strategy alignment
- Capital allocation frameworks
- Risk assessment in strategic planning
- Stakeholder expectation management
Financial Forecasting Techniques
Forecasting Methods- Time series analysis and trend projection
- Regression analysis and correlation techniques
- Qualitative forecasting approaches
- Leading indicator identification
- Revenue forecasting models
- Cost and expense projections
- Working capital requirements
- Capital expenditure forecasting
Scenario Planning
Scenario Analysis- Best-case, worst-case, and expected scenarios
- Sensitivity analysis techniques
- Monte Carlo simulation applications
- Stress testing and contingency planning
- Identifying key business risks
- Quantifying financial impacts
- Mitigation strategy development
- Opportunity identification and capture
Integrated Financial Planning
Financial Statements- Pro forma income statement development
- Balance sheet projections
- Cash flow forecasting
- Financial ratio analysis and targets
- Capital budgeting and investment analysis
- Operating budget integration
- Human resource planning
- Technology and infrastructure planning
Performance Measurement
KPI Development- Performance dashboard development
- Variance analysis and explanation
- Early warning indicators
- Strategic review processes
Communication and Implementation
Stakeholder Engagement- Executive presentation techniques
- Board reporting and communication
- Employee alignment and engagement
- Investor relations communication
- Action plan development
- Accountability framework
- Timeline and milestone setting
- Change management approaches
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