Budgeting Bootcamp – Annual Operating Plan

Current Status
Not Enrolled
Get Started


Table of Contents

Subscribe and gain instant access to ALL our courses

The Annual Operating plan is one of the most critical functions for a business.  Learn how to set-up, plan, and execute a world-class budgeting process! 

The Annual Operating Plan Course is for finance & accounting professionals.  We will start with the basics of why companies do an annual planning process but we will also dive into the details of how you actually set-up templates, how to collect data, what information is needed for all the pieces of the budget (sales planning, cost budget, cap-ex, etc).  We cover how to convert the plan into financial statements and a C-suite level presentation.  At completion, you’ll know how to build an annual budget and will be able to facilitate your company’s annual planning process.

CPEs: 4.5

Field of study: Finance – Technical

By the end of this course, you’ll be able to:

  • Why companies do an annual budgeting / planning process and what it is used for
  • An understanding of the different elements of a budgeting process
  • How and why to set a planning calendar
  • Learn how to set-up and run the pieces of an annual operating plan: sales budget, production budget, cost of goods sold (COGS) budget, Capital Expenditures (Cap Ex), R&D, SG&A budgets
  • How to use all the pieces of the budgeting process to create a full income statement, cash flow and balance sheet.
  • Review what the final deliverable of financials and a presentation of the annual operating plan should look like
  • Some helpful tips, tricks, and considerations for a world class budget

Prerequisites: You should have a basic knowledge of the financial statements and a basic knowledge of Microsoft Excel (vlookup, pivot tables, sum, sumif).  If you do not, we recommend taking our Financial Statement Analysis course and/or our “Microsoft Excel Bootcamp”

Level: Basic

You might also be interested in...

Subscribe for full access to all courses

Course Content

Expand All