Budget planning and control for assistance

How to provide support with a system and expertise

This training is held in German.
When budget planning is due at the beginning of the financial year, you provide support in the planning process and often take over the control and organization of the planned budgets for your superiors. In this training , you will receive important tips on how to create your overhead budgets step by step. With the help of checklists and planning aids, you will organize and control the planning process efficiently and compile the planning data securely and comprehensibly. You will learn how to systematically and routinely prepare and support budget planning at an early stage, thereby reducing planning stress and increasing planning reliability.

Contents

The function of controlling in planning

  • Controlling as a service and cross-sectional function.
  • The most important tasks of controlling.
  • Controlling as a manager of planning.

Overview of accounting as a basis for planning

  • Connection between income statement and balance sheet.
  • Comparison of financial accounting vs. cost accounting.
  • Budgeting takes place in cost accounting.

Planning in the company

  • Planning concept.
  • Benefits of planning.
  • Types of planning and planning procedures.
  • AI and business analytics in planning.

Excursus: Cost center accounting (indispensable basis of the budgeting process)

Importance of overheads in planning

  • Selected cost types and how to plan them.
  • Planning of allocation costs.
  • Problem and solution of time delimitation.

Individual steps of overhead budgeting in the administrative area

  • Procedure.
  • Organization and planning steps.
  • Budgeting process.
  • Planning calendar (backward scheduling).
  • Checklist for individual planning activities with the person responsible and deadline.
  • Which cost types and to what level of detail?
  • Identifying potential savings (only within departments and superiors).
  • Coordination of planned budgets with superiors and controlling.

Budget control

  • Deviation analysis (plan/stab deviation).
  • Role of planning assumptions in variance analysis.
  • Variance analysis and accounting.
  • What role does the commitment play?

Practical transfer for qualified assistance

  • What information do you need?
  • Processing of information.
  • Opportunities for personal initiative.
  • Competent advice and support from superiors.

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 about the relationship between corporate planning and overhead budget planning.
  • You will learn how to prepare and carry out the budgeting process in a structured and systematic way.
  • You are more confident in determining and interpreting variance analyses.
  • You are able to relieve your superiors in the budgeting process and in budget control.
  • Reduction of planning stress through early start of planning and clearly structured approach
  • Improvement in planning quality through the inclusion of reliable data (e.g. current contracts)
  • Increasing the informative value of the variance analysis by documenting the planning assumptions (budget control)

We ask you in advance about your content requirements and expectations. This ensures that the training meets your specific needs.

Methods

Projector presentation, case studies, practical exercises, group work, discussion.

Recommended for

Employees from the assistance, secretarial and administrative departments with little or no prior knowledge of controlling.

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Attendees comments

"I particularly liked the calm and understandable approach of the speaker."

Corinna Stier
DVB Bank SE

"Very informative! I liked the fact that a "dry" topic was conveyed well and not in a boring way."

Vanessa Clerc
Dsw21

"I particularly liked the atmosphere and the exchange with each other."

Michelle Bartel
ORDIX AG

Seminar evaluation for "Budget planning and control for assistants"

4.3 from 5
with 204 ratings
training content:
4.1
Content comprehensibility:
4.5
Practical relevance:
3.8
Trainer expertise:
4.7
Participant orientation:
4.6
Method variety:
4.3
On-site training together
Booking number
9398
€ 1.540,- plus VAT
2 days
in 2 locations
2 Events
German
In-person trainings
Joint online training
Booking number
33530
€ 1.540,- plus VAT
2 days
Online
3 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
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Start dates and details

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03.07.2025
Munich
Booking number: 9398
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Venue
Adina Apartment Hotel München
Adina Apartment Hotel Munich
Atelierstr. 22, 81671 Munich
Room rate: € 148,39 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Thursday, 03.07.2025

09:00 am - 5:00 pm

Friday, 04.07.2025

09:00 am - 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.

29.09.2025
Live-Online
Booking number: 33530
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Monday, 29.09.2025

09:00 am - 5:00 pm

Tuesday, 30.09.2025

09:00 am - 5:00 pm

27.11.2025
Live-Online
Booking number: 33530
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Thursday, 27.11.2025

09:00 am - 5:00 pm

Friday, 28.11.2025

09:00 am - 5:00 pm

12.02.2026
Hamburg
Booking number: 9398
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Venue
Mövenpick Hotel Hamburg
Mövenpick Hotel Hamburg
Sternschanze 6, 20357 Hamburg
Room rate: € 147,46 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Days & Times
2 days
Limited number of participants

Thursday, 12.02.2026

09:00 am - 5:00 pm

Friday, 13.02.2026

09:00 am - 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.

16.03.2026
Live-Online
Booking number: 33530
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Days & Times
2 days
Limited number of participants

Monday, 16.03.2026

09:00 am - 5:00 pm

Tuesday, 17.03.2026

09:00 am - 5:00 pm

Sufficient places are still free.
Don't wait too long to book.
Fully booked.
The next booking ensures this course will take place
Booking number: 9398
€ 1.540,- plus VAT.
€ 1,832.60 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: 33530
€ 1.540,- plus VAT.
€ 1,832.60 incl. VAT.
Details
2 days
Limited number of participants
Book later
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