Blended learning

Planning, budgeting and forecasting

Current methods, instruments and concepts

This blended learning is held in German.
In most companies, planning processes are a core component of corporate management and make a major contribution to ensuring effectiveness and efficiency within the company. One planning tool is budgeting, which is used to optimally allocate limited resources within the company. This training provides you with comprehensive, well-founded and up-to-date know-how about modern planning instruments and concepts and shows you in particular how you can create your individual company budget in a structured and targeted manner. With this knowledge, you can successfully design your budgeting processes and meet the growing demands on budgeting.
Module 1: E-Learning
Kick-Off Video: Getting to know the speakers, content and program
Module 2: E-Learning
E-learning to convey content and prepare for the classroom seminar
Module 3: Classroom seminar
2 days
Planning, budgeting and forecasting
Planning, budgeting and forecasting

Classroom seminar: Optimal knowledge development and learning transfer through training, in-depth study and personal exchange. Lecture, practical case studies, discussion, solution of problems from the circle of participants.

Module 4: Learning impulses
approx. 1 week after training
Transfer in die Praxis
Transfer into practice

Teaching the basics independent of time and place in order to repeat, consolidate and deepen what has been learned.

Contents

Why planning?

  • Preparing for the future instead of making exact predictions.
  • Recognize opportunities and risks as well as your own strengths and weaknesses in good time!
  • Implementing strategic objectives with the help of planning: Why budgeting is important for a company's success!
  • Motivating and coordinating Employees with the help of budgets.

Planning processes at a glance

  • From corporate vision to budget: stages of corporate planning.
  • Analyze the initial situation and define planning premises.
  • Linking corporate strategy and tactical-operational planning.
  • Budgeting: corporate activities must be financed!
  • Forecasting: periodic or rolling? The sensible addition to your planning landscape.
  • Business analytics & digitalization: a curse or a blessing for planning and forecasting?

Budgeting requirements

  • Individuality: There is no off-the-shelf budgeting process.
  • Simplicity: Budgeting processes must be transparent and comprehensible.
  • Flexibility: Budgets must not restrict companies.
  • Integration: The sub-plans of all corporate and specialist departments must be coordinated.

Integration of partial planning

  • Corporate planning at a glance: Objects, sub-plans and participants.
  • Driver-based planning as a means of integrating different specialist departments.
  • Planning methods: top-down planning, bottom-up planning, counterflow method, zero base budgeting.
  • Coordination with other planning: Liquidity planning, project planning, investment planning, standard costing, etc.

Budget control and management

  • The budget has been approved! - What now?
  • Dealing with budget supplement and carryover to the next year.
  • Budget tracking and reporting.
  • Special case of "zero base budgeting".

IT support for budgeting

  • Recommendations for the selection of planning and budgeting IT.
  • Overview of software categories.

Recommendations for implementing an individual budgeting concept

  • Stocktaking: What is criticized about the current budgeting processes?
  • Modular principle: Which methods help to solve which problem?
  • Procedure: What is the best way to get there?

Learning environment

Once you have registered, you will find useful information, downloads and extra services relating to this training course in your online learning environment.

Your benefit

  • You will gain an overview of the planning, budgeting and forecasting methods.
  • You will learn about current trends in planning and budgeting.
  • You will learn how the various sub-plans in the company optimally complement each other.
  • You will learn which criteria can be used to optimally adapt the planning processes to your company.
  • You identify optimization potential for your next budgeting round.

Methods

Kick-off video, e-learning, lecture, practical case studies, discussion, solving problems from the circle of participants, learning and transfer impulses

Recommended for

controllers, controllers controllers, specialists and managers in finance and accounting, managing directors, especially of SMEs

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Read more

Further recommendations for "Planning, budgeting and forecasting"

Module 1: E-Learning
Kick-Off Video: Getting to know the speakers, content and program
Module 2: E-Learning
E-learning to convey content and prepare for training training
Module 3: training training
2 days
Planning, budgeting and forecasting
Planning, budgeting and forecasting

training training: Optimal knowledge building and learning transfer through training, consolidation and personal exchange. Lecture, practical case studies, discussion, solution of problems from the circle of participants.

Module 4: Learning impulses
approx. 1 week after training
Transfer into practice
Transfer into practice

Teaching the basics independent of time and place in order to repeat, consolidate and deepen what has been learned.

Contents

Why planning?

  • Preparing for the future instead of making exact predictions.
  • Recognize opportunities and risks as well as your own strengths and weaknesses in good time!
  • Implementing strategic objectives with the help of planning: Why budgeting is important for a company's success!
  • Motivating and coordinating Employees with the help of budgets.

Planning processes at a glance

  • From corporate vision to budget: stages of corporate planning.
  • Analyze the initial situation and define planning premises.
  • Linking corporate strategy and tactical-operational planning.
  • Budgeting: corporate activities must be financed!
  • Forecasting: periodic or rolling? The sensible addition to your planning landscape.
  • Business analytics & digitalization: a curse or a blessing for planning and forecasting?

Budgeting requirements

  • Individuality: There is no off-the-shelf budgeting process.
  • Simplicity: Budgeting processes must be transparent and comprehensible.
  • Flexibility: Budgets must not restrict companies.
  • Integration: The sub-plans of all corporate and specialist departments must be coordinated.

Integration of partial planning

  • Corporate planning at a glance: Objects, sub-plans and participants.
  • Driver-based planning as a means of integrating different specialist departments.
  • Planning methods: top-down planning, bottom-up planning, counterflow method, zero base budgeting.
  • Coordination with other planning: Liquidity planning, project planning, investment planning, standard costing, etc.

Budget control and management

  • The budget has been approved! - What now?
  • Dealing with budget supplement and carryover to the next year.
  • Budget tracking and reporting.
  • Special case of "zero base budgeting".

IT support for budgeting

  • Recommendations for the selection of planning and budgeting IT.
  • Overview of software categories.

Recommendations for implementing an individual budgeting concept

  • Stocktaking: What is criticized about the current budgeting processes?
  • Modular principle: Which methods help to solve which problem?
  • Procedure: What is the best way to get there?

Learning environment

Once you have registered, you will find useful information, downloads and extra services relating to this training course in your online learning environment.

Your benefit

  • You will gain an overview of the planning, budgeting and forecasting methods.
  • You will learn about current trends in planning and budgeting.
  • You will learn how the various sub-plans in the company optimally complement each other.
  • You will learn which criteria can be used to optimally adapt the planning processes to your company.
  • You identify optimization potential for your next budgeting round.

Methods

Kick-off video, e-learning, lecture, practical case studies, discussion, solving problems from the circle of participants, learning and transfer impulses

Recommended for

controllers, controllers controllers, specialists and managers in finance and accounting, managing directors, especially of SMEs

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Read more

Further recommendations for "Planning, budgeting and forecasting"

Seminar evaluation for "Planning, budgeting and forecasting"

4 from 5
with 147 reviews
training content:
3.9
Content comprehensibility:
4.3
Practical relevance:
3.7
Trainer expertise:
4.4
Participant orientation:
4.1
Method variety:
3.9
On-site training together
Booking number
30157
€ 1.490,- plus VAT
2 days
in 3 locations
3 Events
German
In-person trainings
Joint online training
Booking number
33654
€ 1.490,- plus VAT
2 days
Online
4 Events
German
Live online events
Train several employees internally
Pricing upon request
  • Customized training courses according to your needs
  • Directly at your premises or online
  • Cost advantage from 5 participants
  • We contact you within 24 hours (Mon-Fri)
2 days
In-person or Online

Start dates and details

  Select time period
0 events
14.07.2025
Stuttgart
Booking number: 30157
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Pullman Fontana
Pullman Fontana
Vollmoellerstrasse 5, 70563 Stuttgart
Room rate: € 141,30 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Modules
2 days
Limited number of participants
Classroom seminar
Planning, budgeting and forecasting
Date
14.-15.07.2025
Venue
Pullman Fontana
Schedule
1st day: 09:30 am - approx. 5:00 pm
2nd day: 09:00 am - approx. 5:00 pm
Fee includes

The participation fee includes

  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.

The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.

22.09.2025
Live online
Booking number: 33654
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
2 days
Limited number of participants
training training
Planning, budgeting and forecasting
Date
22.-23.09.2025
Course
zoom
Schedule
1st day: 09:30 am - approx. 5:00 pm
2nd day: 09:00 am - approx. 5:00 pm
12.11.2025
Live online
Booking number: 33654
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
2 days
Limited number of participants
training training
Planning, budgeting and forecasting
Date
12.-13.11.2025
Course
zoom
Schedule
1st day: 09:30 am - approx. 5:00 pm
2nd day: 09:00 am - approx. 5:00 pm
19.03.2026
Cologne
Booking number: 30157
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
PLAZA Premium Hotel Köln
PLAZA Premium Hotel Cologne
Clevischer Ring 121-23, 51063 Cologne
Room rate: € 82,42 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Modules
2 days
Limited number of participants
Classroom seminar
Planning, budgeting and forecasting
Date
19.-20.03.2026
Venue
PLAZA Premium Hotel Köln
Schedule
1st day: 09:30 am - approx. 5:00 pm
2nd day: 09:00 am - approx. 5:00 pm
Fee includes

The participation fee includes

  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.

The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.

23.04.2026
Live online
Booking number: 33654
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
2 days
Limited number of participants
training training
Planning, budgeting and forecasting
Date
23.-24.04.2026
Course
zoom
Schedule
1st day: 09:30 am - approx. 5:00 pm
2nd day: 09:00 am - approx. 5:00 pm
06.07.2026
Hamburg/Finkenwerder
Booking number: 30157
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
elaya hotel hamburg finkenwerder
Hein-Saß-Weg 40, 21129 Hamburg/Finkenwerder
Room rate: € 144,57 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Modules
2 days
Limited number of participants
Classroom seminar
Planning, budgeting and forecasting
Date
06.-07.07.2026
Venue
elaya hotel hamburg finkenwerder
Schedule
1st day: 09:30 am - approx. 5:00 pm
2nd day: 09:00 am - approx. 5:00 pm
Fee includes

The participation fee includes

  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.

The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.

22.09.2026
Live online
Booking number: 33654
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
2 days
Limited number of participants
training training
Planning, budgeting and forecasting
Date
22.-23.09.2026
Course
zoom
Schedule
1st day: 09:30 am - approx. 5:00 pm
2nd day: 09:00 am - approx. 5:00 pm
Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Training is guaranteed to take place
Booking number: 30157
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
Fee includes

The participation fee includes

  • one joint lunch per full seminar day,
  • Catering during breaks and
  • extensive working documents.

The participant will settle the hotel accommodation costs directly with the hotel. You will find a reservation form for hotel bookings in your learning environment.

Booking number: 33654
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
Book later
You are welcome to make a non-binding advance reservation.
No suitable date?
You are welcome to be notified by e-mail as soon as new dates are released.
Also bookable as in-house training
demand-oriented adaptations possible
on-site or live online for multiple employees
save time and traveling expenses
Please note: We use third-party tools for selected events. Personal data of the participant will be passed on to them for the implementation of the training offer. You can find more information in our privacy policy.

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