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Budgeting & Forecasting in Excel
Run a credible annual budget cycle and rolling forecast process using modern Excel.
Duration
2 days (14 hours)
Fee
KES 24,500
per participant
About this course
A practical Budgeting and Forecasting training programme for Kenyan finance teams, NGO programme leads and SME owners. You will build a structured annual budget, run a rolling 12-month forecast, perform variance analysis against actuals, and design a board-ready reporting pack — all in Excel, with optional Power Query and Power BI extensions for organisations ready to automate.
Class goals
- Design an annual budget structure aligned to your chart of accounts
- Build a rolling 12-month forecast with refreshable actuals
- Run variance analysis (budget vs. actual vs. forecast) with drill-down
- Model revenue and cost drivers with assumption-led scenarios
- Produce a clean board / donor reporting pack
Course outline
- 1Budget structure, drivers & assumptions
- 2Rolling forecast methodology & cadence
- 3Variance analysis & commentary frameworks
- 4Scenario planning for revenue & cost shocks
- 5Board and donor reporting pack design
Delivery
Live online
Interactive virtual classroom from anywhere.
In person
At our venue, or at your office for corporate groups.