Course Overview:
This 5-day course, provided by IRES, equips participants with the necessary skills to analyze program budgets using advanced Excel functions and tools. Participants will learn how to create financial models, analyze budget data, and generate insightful reports. The course emphasizes hands-on application of Excel techniques for practical budget analysis and decision-making.
Course Duration:
- 5 Days
Target Audience:
- Program Managers
- Financial Analysts
- Budget Officers
- Project Managers
- Government and NGO Personnel involved in budgeting and finance
Personal Impact:
- Master advanced Excel tools for budget analysis.
- Learn how to generate accurate financial models and forecasts.
- Enhance your ability to make data-driven budget decisions.
Organizational Impact:
- Improve the accuracy and reliability of budget analyses.
- Increase efficiency in financial reporting and decision-making.
- Equip staff with advanced tools to optimize resource allocation and financial planning.
Course Level:
Course Objectives:
- Understand the fundamentals of program budgeting and financial analysis.
- Utilize Excel functions to analyze, forecast, and visualize budget data.
- Create advanced financial models and reports in Excel.
- Make informed decisions based on data-driven analysis.
- Automate budget analysis tasks using Excel macros and tools.
Course Outline:
Module 1: Introduction to Program Budgeting and Analysis
- Key Topics:
- Overview of Program Budgeting and Financial Analysis
- Key Budgeting Concepts and Terminologies
- Basic Excel Functions for Budgeting and Analysis
- Case Study: Budgeting for a Government Program
- Activity: Budget setup using Excel templates
Module 2: Advanced Excel Functions for Budget Analysis
- Key Topics:
- Using PivotTables and PivotCharts for Data Analysis
- Excel Functions: SUMIF, VLOOKUP, INDEX-MATCH for Budgeting
- Conditional Formatting for Highlighting Budget Trends
- Case Study: Analyzing Departmental Budgets
- Real-Life Project: Building a dynamic budget report in Excel
Module 3: Financial Modeling and Forecasting in Excel
- Key Topics:
- Introduction to Financial Modeling Techniques
- Scenario Analysis and What-If Models
- Forecasting Revenue and Expenses Using Excel
- Case Study: Forecasting Budget Needs for a Non-Profit Program
- Activity: Creating a budget forecast with multiple scenarios
Module 4: Data Visualization for Budget Reporting
- Key Topics:
- Visualizing Data with Excel Charts and Graphs
- Creating Dashboards for Budget Reports
- Using Sparklines and Data Bars to Track Financial Performance
- Real-Life Project: Designing a budget performance dashboard
- Activity: Creating interactive visual reports for stakeholders
Module 5: Automating Budget Analysis with Excel Macros
- Key Topics:
- Introduction to Macros and VBA for Excel
- Automating Repetitive Budget Analysis Tasks
- Building Custom Financial Functions with VBA
- Case Study: Automating Monthly Budget Reports
- Real-Life Project: Developing an automated financial report generation tool
Related Courses
Course Administration Details:
METHODOLOGY
The instructor-led trainings are delivered using a blended learning approach and comprise presentations, guided sessions of practical exercise, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience, working as professionals and trainers in these fields. All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
ACCREDITATION
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
TRAINING VENUE
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
ACCOMMODATION AND AIRPORT PICKUP
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
TAILOR-MADE
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: [email protected]
- Phone: +254715 077 817
PAYMENT
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
Click here to register for this course.
Register NowCustomized Schedule is available for all courses irrespective of dates on the Calendar. Please get in touch with us for details.
Do you need more information on our courses? Talk to us.