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Course Code: FNBN 3114
11 Course Visits
Resource Planning & Forecasting Essentials
Course Sector:
Finance, Accounting and Banking
Course Dates and Locations
Choose a date and location to book your seat
No.
Date
Days
Location
Fees
Enrollment
01
5 Days
Dubai, UAE $4,250
02
5 Days
Online, Virtual $2,150
03
5 Days
Riyadh, KSA $4,250
Introduction
Training course introducion / brief
In today’s fast-paced administrative and operational environments, effective use of resources—whether human, financial, or technological—is essential to maintaining efficiency, meeting demand, and minimizing waste. This course provides foundational knowledge and practical tools needed to analyze workloads, plan capacity, and forecast future resource needs with confidence.
Course Objectives
At the end of the training course, participants will be able to
Understand the principles of resource planning and its role in organizational performance.
Analyze current workload and capacity to identify gaps and surpluses.
Apply forecasting techniques to predict future resource requirements.
Use tools and models for effective resource allocation and scheduling.
Align resource planning with strategic business objectives.
Improve team efficiency and reduce bottlenecks through proactive planning.
Evaluate and adjust forecasts based on changing business conditions.
Course Audience
Who is this course for, and can benefit the most
- Administrative and operations managers
- Project and team leaders
- HR professionals involved in workforce planning
- Finance and budgeting officers
- The responsible for managing or optimizing organizational resources
Course Outline
The course aims and learning outcomes
Introduction to Resource Planning
- Definition and importance of resource planning
- The link between resource planning and organizational performance
- Key challenges in managing administrative resources
- Roles and responsibilities in the planning process
- Overview of the resource planning lifecycle
Workload Analysis Techniques
- Understanding task types and work volumes
- Time tracking and activity logging
- Measuring employee capacity and utilization
- Identifying inefficiencies and bottlenecks
- Practical exercise: Conducting a workload assessment
Capacity Planning Fundamentals
- Matching available resources to expected demand
- Calculating headcount and skill requirements
- Balancing internal vs. external resources
- Managing capacity in dynamic environments
- Case study: Improving departmental throughput
Forecasting Methods and Tools
- Qualitative vs. quantitative forecasting
- Trend analysis and historical data review
- Using spreadsheets and software tools (e.g., Excel, Smartsheet)
- Predictive analytics basics for non-data scientists
- Exercise: Creating a simple forecasting model
- Prioritizing tasks and projects
- Allocating staff, time, and budget effectively
- Avoiding over-allocation and underutilization
- Using Gantt charts, RACI matrices, and Kanban boards
- Scenario planning for best-fit allocation
Integrating Planning with Budgeting & Scheduling
- Linking resource plans to annual budgets
- Rolling forecasts and agile resourcing
- Coordinating with HR, finance, and project management
- Tools for integrated planning (e.g., ERP systems, resource management software)
- Case study: Aligning quarterly plans with budget cycles
- Tracking KPIs for resource efficiency
- Reviewing forecast accuracy and making adjustments
- Handling unexpected changes in demand or availability
- Continuous improvement in planning processes
- Feedback loops and post-project reviews
Best Practices and Future Trends
- Industry benchmarks for resource planning
- Leveraging automation and AI in forecasting
- Building a culture of proactive planning
- Change management for planning adoption
- Strategies for ongoing professional development in resource practices
- Industry best practices and benchmarks
- Final workshop: Design your own resource plan
Providers and Associations
Providing the best training services and benefits to our valued clients
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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