Budgeting and Forecasting for Non-Finance Managers
Budgeting, Forecasting & Financial Planning: leave with an operating budget, 12-month rolling forecast and a monthly variance report.
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What this session would cover
Proposed outline — the mentor finalises the agenda once this topic is scheduled.
- 1Why budgeting, forecasting & financial planning matters — the common problem: The budget is made once a year and forgotten, so overspending is spotted too late.
- 2Core concepts in plain language: Operating budgets, capital budgets, departmental budgets, zero-based budgeting, rolling forecasts, revenue forecasting
- 3Going further: expense forecasting, headcount forecasting, financial modeling, scenario analysis, sensitivity analysis, variance analysis
- 4Framework walkthrough: Cost–Volume–Profit Analysis, Variance Analysis, Cash Conversion Cycle
- 5Practical workflow, built live: An operating budget, 12-month rolling forecast and a monthly variance report.
- 6How to measure it: Gross margin, Operating margin, Working capital, Cash conversion cycle, Budget variance
- 7An illustrative case (a fictional example, not a client result), then live Q&A on your own situation
Who it's for
- • Business owners and founders
- • Non-finance managers who own a budget
- • Accounts and finance executives
You'd leave with
- An operating budget, 12-month rolling forecast and a monthly variance report.
- A working understanding of Cost–Volume–Profit Analysis and Variance Analysis
- A short list of measures to track: Gross margin, Operating margin, Working capital
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