Contents
Basics of driver-oriented planning
- Planning as a prerequisite for corporate management.
- Give sufficient consideration to competing objectives in the planning process.
- Use drivers for mapping cause-and-effect chains as part of corporate management.
Selected aspects of planning and forecasting
- From driver-oriented planning to driver-oriented forecasting.
- driver logic in reporting and visualize it according to the IBCS® standards.
- Conceptual connection between profit, financial and balance sheet planning.
Exercises
- PC Exercise: Driver-based profit, financial and balance sheet planning.
- AI-supported prediction models for the optimization of budgeting processes.
- Use of AI to automate and validate forecasts.
- Case study: Development of a driver and control concept for the operational control of an operational process.
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.
Your benefit
You will learn from many practical examples,
- which success factors characterize modern corporate management,
- how planning and corporate management are linked,
- how you can identify the causal drivers for a successful business and thus make your planning more transparent and substantiated,
- how profit and loss, financial and balance sheet planning are linked,
- how you can automate forecasting and improve forecast quality,
- how you can improve your planning processes and thus the quality of the planning results,
- how to create a driver-based plan yourself and use it to create an integrated profit, finance and balance sheet plan and
- how to identify the key drivers in an operational process.
- Faster and more precise planning through the use of AI-supported driver analysis.
You can optionally take an e-exam and receive a certificate of attendance based on the exam result.
Methods
Practice-oriented lecture, case studies and exercises on the PC, discussion and optional e-exam.
Practice-oriented lecture, case studies and exercises on the PC, discussion and optional e-exam.
Technical information (live online event)
- The training is carried out in a virtual training environment so that you have access to the required programs during the training .
- Please note that in order to use the virtual training environment, you will receive a so-called RDP file (Remote Desktop Protocol) from us, which you must open on your computer. Please speak to your IT department in advance to find out whether this is possible.
- By default, the Remote Desktop Client is only available on Windows Professional and not on Windows Home.
Recommended for
Specialists and managers and those responsible for planning and budgeting in controlling.
Optional e-exam
After successfully completing the training , you can take an optional e-exam to obtain an additional certificate in addition to your confirmation of participation. The e-exam is an online-based exam on your PC and lasts 60 minutes. You can take the exam in your familiar environment at a time of your choosing. The exam is based on single or multiple choice questions. Once you have completed the exam, you will immediately be shown whether you have passed or failed. Once you have successfully passed the e-exam, you will receive a certificate corresponding to the exam result.
Further recommendations for "Driver-based planning, budgeting and forecasting with Business Intelligence"
Attendees comments
"I would be interested in the online training of Haufe Akademie because the concept works for me and there's no travel expense involved. The small group of six participants was great for engaging in conversation with the seminar leader and asking questions.
The event lived up to the framework set out in the content description."

"I liked the mix of practice and theory. It was modern and contemporary and there was a pleasant atmosphere."

"I particularly liked the open exchange."

"There were interesting approaches to follow up in day-to-day business."

Seminar evaluation for "Driver-based planning, budgeting and forecasting with business intelligence"







3788
32991
Start dates and details
Tuesday, 03.06.2025
09:00 am - 5:00 pm
Wednesday, 04.06.2025
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.

Wednesday, 17.09.2025
09:00 am - 5:00 pm
Thursday, 18.09.2025
09:00 am - 5:00 pm
Thursday, 09.10.2025
09:00 am - 5:00 pm
Friday, 10.10.2025
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.

Thursday, 26.02.2026
09:00 am - 5:00 pm
Friday, 27.02.2026
09:00 am - 5:00 pm
Wednesday, 10.06.2026
09:00 am - 5:00 pm
Thursday, 11.06.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
Monday, 13.07.2026
09:00 am - 5:00 pm
Tuesday, 14.07.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.