Strategic Plan,financial analysis and effective budgeting

Course Code: MGLD 800

328 Course Visits

Course Sector:

Management and Leadership

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Course Dates and Locations

Choose a date and location to book your seat

No.

Date

Days

Location

Fees

Enrollment

08 - 12 Sep 2025

5 Days

Abu Dhabi, UAE

$4,250

22 - 26 Sep 2025

5 Days

London, UK

$4,950

15 - 19 Dec 2025

5 Days

Dubai, UAE

$4,250

Introduction

Training course introducion / brief

In today’s fast-paced and competitive business environment, organizations must continuously align their strategic vision with sound financial practices to drive sustainable growth and maximize value. This comprehensive course integrates the disciplines of strategic planning, financial analysis, and budgeting into one powerful learning experience, equipping professionals with the tools to think strategically, manage resources effectively, and make data-informed decisions.

Participants will explore the end-to-end process of developing a strategic plan that is grounded in realistic financial assumptions, supported by analytical insights, and executed through practical budgeting techniques. The course delves into proven frameworks for crafting mission-driven strategies, performing robust financial diagnostics, and building budgets that serve as both planning and performance management tools.

Through a combination of case studies, real-life scenarios, and hands-on exercises, participants will gain a holistic understanding of how to evaluate financial health, identify opportunities for cost optimization, and design budgets that align with long-term goals. The course also emphasizes best practices in strategic financial communication and ethical decision-making, ensuring professionals can influence stakeholders and manage fiscal responsibility confidently.

Whether you are involved in planning, financial oversight, or operational management, this course provides the critical insights and practical skills necessary to link financial discipline with strategic vision—ultimately empowering you to lead your organization with clarity, accountability, and impact.

Understand the principles and processes of strategic planning.
Conduct comprehensive financial analyses to inform decision-making.
Develop and manage budgets that align with strategic objectives.
Implement cost control measures to enhance financial performance.
Utilize financial tools and techniques for effective resource allocation.

Financial managers and analysts.
Strategic planners and business consultants.
Department heads and operational managers.
Professionals involved in budgeting and financial planning.
Individuals seeking to enhance their strategic financial management skills.

Module 1: Strategic Planning Fundamentals

Understanding Strategic Planning

Definition and importance.
Strategic planning vs. operational planning.

Developing Vision and Mission Statements

Crafting clear and compelling organizational directives.

Setting Strategic Objectives

Establishing SMART goals.
Aligning objectives with organizational vision.

Environmental Analysis

SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis.
PESTEL (Political, Economic, Social, Technological, Environmental, Legal) analysis.

Strategic Formulation and Implementation

Identifying strategic options.
Resource allocation and action planning.

Monitoring and Evaluation

Key Performance Indicators (KPIs).
Feedback mechanisms and continuous improvement.

Module 2: Financial Analysis Techniques

Introduction to Financial Statements

Balance Sheet, Income Statement, Cash Flow Statement.

Financial Ratio Analysis

Liquidity, profitability, efficiency, and solvency ratios.

Trend and Comparative Analysis

Horizontal and vertical analysis.
Benchmarking against industry standards.

Cash Flow Analysis

Operating, investing, and financing activities.
Free cash flow assessment.

Break-even and Contribution Margin Analysis

Understanding cost structures.

Decision-making based on cost-volume-profit relationships

Module 3: Effective Budgeting Practices

Budgeting Concepts and Objectives

Purpose and benefits of budgeting.
Challenges and limitations.

Types of Budgets

Operating, capital, cash, and master budgets.

Budgeting Approaches

Incremental budgeting.
Zero-based budgeting.
Activity-based budgeting.
Rolling forecasts.

Budget Development Process

Gathering data and forecasting.
Setting budget assumptions.
Consolidating departmental budgets.

Monitoring and Controlling Budgets

Variance analysis.
Flexible budgeting.
Mid-year reviews and adjustments.

Module 4: Cost Control and Optimization

Understanding Cost Behavior

Fixed, variable, and semi-variable costs.
Direct and indirect costs.

Cost Allocation Methods

Traditional costing vs. Activity-Based Costing (ABC).

Implementing Cost Control Measures
Identifying cost drivers.
Streamlining processes and eliminating waste.

Performance Measurement Tools

Balanced Scorecard.
Benchmarking and best practices.

Continuous Improvement Strategies

Lean management principles.
Six Sigma methodologies.

Module 5: Integrating Strategy, Finance, and Budgeting

Aligning Budgets with Strategic Plans

Ensuring financial plans support organizational goals.

Scenario Planning and Sensitivity Analysis

Preparing for uncertainties and assessing risks.

Communicating Financial Information

Effective reporting to stakeholders.
Visualizing data for better understanding.

Ethical Considerations in Financial Management

Transparency and accountability.
Compliance with regulations and standards.

Boost certificate of completion

BOOST's Professional Attendance Certificate “BPAC” is always given to the delegates after completing the training course, and depends on their attendance of the program at a rate of no less than 80%, besides their active participation and engagement during the program sessions.

ENDORSED EDUCATION PROVIDER

Flexible deadlines

Customized dates accordance to your schedule

Shareable Certificate

Earn certificate upon completion

COURSE METHODOLOGY

Our Training programs are implemented by combining the participants' academic knowledge and practical practice (30% theoretical / 70% practical activities).

At The end of the training program, Participants are involved in practical workshop to show their skills in applying what they were trained for. A detailed report is submitted to each participant and the training department in the organization on the results of the participant's performance and the return on training. Our programs focus on exercises, case studies, and individual and group presentations.

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