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

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

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

Seminar evaluation for "Budget planning and control for assistants"







9398
Start dates and details
Thursday, 03.07.2025
09:00 am - 5:00 pm
Friday, 04.07.2025
09:00 am - 5:00 pm
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.

Monday, 29.09.2025
09:00 am - 5:00 pm
Tuesday, 30.09.2025
09:00 am - 5:00 pm

Thursday, 27.11.2025
09:00 am - 5:00 pm
Friday, 28.11.2025
09:00 am - 5:00 pm
Thursday, 12.02.2026
09:00 am - 5:00 pm
Friday, 13.02.2026
09:00 am - 5:00 pm
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.

Monday, 16.03.2026
09:00 am - 5:00 pm
Tuesday, 17.03.2026
09:00 am - 5:00 pm
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.