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Excel planning and modelling – building strategic plans for clients

£575.00 + VAT
Available
London
Academy - Insight, analytics and decision support
Jan
1
Mon
-
Dec
31
Sat
09:30
-
PM
16:30BST
Schedule Type Title: Every Day of the Week
Sessions: 365
Session Hours: 2555.00
Description
The aim of the course is to enable you to originate strategic plans for your clients that will help them have a clear and convincing purpose or be used to raise finance.

Date and time

Location

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Select a date in the drop-down menu above for details

* Please note this course is only available In-house, please contact Academy@icaew.com to find out more * 

Course overview

The aim of the course is to enable you to originate strategic plans for your clients that will help them have a clear and convincing purpose or be used to raise finance. As part of the session you will produce a robust business model to explore options and scenarios.

Learning outcomes

  • Enhance your understanding of the structure of a strategic plan
  • Build a robust analysis of the market for a specific product or service
  • Develop a dynamic Excel model structure for evaluating the financial potential of scenarios
  • Apply techniques to generate assumption profiles for forecasting revenues, costs, assets, working capital and financing
  • Document the plan for circulation to stakeholders 

Who should attend

Anyone producing Excel based financial analysis for clients, needing to ensure that spreadsheets are designed according to best practice and are error-free.

 

Computer Requirements:
You must bring a PC laptop equipped with 64bit Excel 2007/2010/2013/2016 to this course. We do not recommend Apple products, as they don’t always enable Macros/Visual Basic.
A set of model examples will be used during the course and shared with you via USB. Please contact us in advance if your laptop does not have a USB port.
On line support is available after the course for continued dialogue with the tutor.

Competency requirements:
Delegates should be able to construct an =IF statement in Excel before attending this course and should also have attended the first Excel Modelling course: Excel modelling – investment appraisal, valuation, business cases. 

 

 

Course enquiries

Related content

 Visit the ICAEW Academy of Professional Development homepage.
 View all our Insight, analytics and decision support courses.
 View upcoming CPD dates.
 Download the catalogue for our full range of courses.
 
Topic

Description

Start

Introduction to the Course

The Strategic Planning Process 

 A structural guide to the contents of a strategic plan covering a range of analysis, evaluation and documentation. The process starts by understanding the stakeholder requirements through to articulating a clear strategy together with means to monitor its implementation.
Strategic Analysis Understanding the market environment and the business capabilities. A compelling need to understand the markets where the businesses expertise can best be deployed. This will cover techniques to understand the market, competition and the businesses market share for its products and services. The outcome will be a series of strategic choices for which available capital will be the constraint.
Modelling the business choices How to identify the potential outcomes. Best practice principles for building a dynamic model with maximum flexibility for scenarios and alternative assumptions. Power modelling techniques will be shown that can help accelerate development and produce a more robust and user friendly product.
Assumption Profiles The concepts of ‘seed’ and ‘behaviour’ for developing assumption profiles that are used to forecast each aspect of the plan. Techniques to dynamically link revenue, costs, assets and working capital are demonstrated.
Scenario Development How to build a scenario sheet using OFFSET and instantly switch between alternatives. The importance of having only one model to explore all potential options rather than a set of separate models will be explained.
Funding Strips Understand the overall cash flow implication of the strategic plan to identify funding strips that will enable it to be implemented.
Documentation of the plan Summarisation of the chosen plan and presenting the details together with an executive summary.

 

 

Excel level

This course is Developer level in our Spreadsheet Competency Framework.

Capability Framework 3+4

 

 
Rate Cost
Price £675.00 + VAT
Faculty Member £506.25 + VAT

Our public course programme is deliberately structured to encourage delegates from different organisations to participate. However, if you have six or more delegates who require development in the same area, we are able to run a more cost-effective and much wider range of courses tailored specifically to your organisation.

These are ideal for organisations seeking hassle-free, flexible and cost-effective training delivered to multiple delegates at your location of choice. Whether we use our existing materials or develop new content for your business, our expertise lies in translating your requirements into a pragmatic, interactive training programme highly relevant to your people and organisation.

To discuss in-house training for your business please email Academy or call +44 (0)20 7920 8813.

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