Budgeting Skills
For managers, leaders and owners
Half day, virtual or on-line
A budget is an essential financial management tool for all organisations. It’s the numerical version of the operational business plan. As an owner, leader or manager that has budget responsibility you are accountable for financial performance. You have an important part to play in the budget process, determining key assumptions based on your in-depth business knowledge. Budget responsibility cannot simply be delegated to the finance team.
This workshop is designed to equip non-financial managers with the necessary skills to prepare a budget.
Workshop Content
Bust some myths about budgeting
Discuss underlying principles, terminology and various approaches to budgeting
Explore the Operational Managers role in budgeting; why you need to be involved in conjunction with the finance team
Use a case study to complete a hands-on budgeting exercise
Consider historic trends and future assumptions to practice building a budget
Who is this workshop for?
Non-financial managers who have budget responsibility – be it for the organisation, division, department, program of works or project.
Corporates, private and family business, not-for-profit.
Ideally participants will have had some exposure to the budget process previously; and
Have the numeracy skills to be able to extrapolate prior year numbers, pro-rate numbers and deduce numbers from the assumptions provided.
This is:
Essential budgeting skills for non-financial managers
Budgeting for business owners
Budgeting skills for managers or leaders
Budgeting skills for bookkeepers
Want to find out more?
Debbie’s finance workshop was great.
I’m a words person not a numbers person but in the workshop I had lots of questions answered and I learned about things I knew nothing about. It was clear and practical and best of all, I actually enjoyed a day with numbers – Debbie made all the difference.
Debbie brings enthusiasm into the room – into a subject that usually is black and white.
Being a designer and technologist my self, her method of teaching accounting is innovative, creative and engaging! My understanding of accounting terms and mechanism has increased and more confident in maintaining day to day financial activity of my business. Thank you Debbie!
Debbie is a fantastic presenter.
Her material was relevant to my small business and she answered my questions clearly. Her examples and explanations of the course content were easily understandable. I cannot wait to attend more sessions with her – I honestly got some much out of this workshop and can’t wait for the next one.
Workshop Outcomes
Understand the importance of the budget, the link to strategy and the role of operational leaders, managers and owners in the budget process
Be able to determine the key drivers and assumptions for the budget with reference to strategic priorities and business objectives
A solid grounding in budgeting concepts, terminology, and different budgeting methods
Walk away with practical guidance on how to improve the budget process in your organisation
The confidence to have a robust conversation with the accountant around the budget
The confidence to present your budget proposal
Customised training
This session can be customised to meet the specific needs of your organisation to suit the audience, the time you have available and your desired outcomes.
“There are not many people that can make finance for non-financial people a fun and interesting topic.”
– Jane Chilcott, CEO, Linkwest
Let’s have a chat
Reach out for a FREE 15-minute discovery call so we can discuss the best option for your business.
dhm Coaching & Consulting as a licensee of Wealthvox ™ is licensed to facilitate Let’s Talk ™ workshop series using the Colour Accounting Learning System ™