Budgeting, Planning & Management Reporting Course in Doha, Qatar

Budgeting, Planning & Management Reporting takes an organization-wide view of financial planning and performance management. It shows how strategic objectives are translated into integrated operating, capital and cash budgets, how driver-based models and rolling forecasts keep plans relevant, and how performance is communicated through KPIs, balanced scorecards and management reporting packs. Participants also examine alternatives to traditional annual budgeting and the role of finance business partners in challenging assumptions and supporting decisions across the organization.

Participants work through an integrated case in which they build a driver-based plan, convert it into a rolling forecast and design a monthly management report with commentary for an executive team. Exercises cover selecting meaningful KPIs, presenting variances clearly and writing concise narrative that explains performance and recommends action. Practical templates support each stage. The course can be delivered as an in-house program that reviews and improves an organization's existing planning calendar, forecast process and management reporting pack.

By the end of this course, participants will be able to:

• Translate strategic objectives into integrated operating, capital and cash budgets

• Build driver-based planning models that respond to changing assumptions

• Implement rolling forecasts and assess alternatives to fixed annual budgets

• Select KPIs and scorecards aligned with strategy and accountability

• Design management reports that combine figures, visuals and clear commentary

• Act as a finance business partner who challenges and supports decisions

This course is aimed at finance and planning professionals responsible for organization-wide plans, forecasts and performance reporting.

• FP&A managers and analysts

• Management accountants and financial controllers

• Strategy and performance management staff

• Finance business partners

• Senior managers who receive and act on management reports

Module 1: From Strategy to Plan

• Strategic planning and the planning hierarchy

• Aligning budgets with strategic objectives

• Integrating operating, capital and cash budgets

• Planning calendars and governance

Module 2: Driver-Based Planning and Forecasting

• Identifying key business drivers

• Building driver-based planning models

• Rolling forecasts and reforecasting cycles

• Beyond Budgeting and other alternatives

Module 3: Performance Measurement

• Financial and non-financial KPIs

• The balanced scorecard approach

• Target setting and accountability

• Avoiding dysfunctional behavior from targets

Module 4: Management Reporting

• Structure of an effective management reporting pack

• Variance analysis that explains causes

• Dashboards and data visualisation principles

• Writing concise commentary and recommendations

Module 5: Finance Business Partnering

• The role of finance in decision support

• Challenging assumptions constructively

• Presenting performance to executive teams

• Improving planning and reporting processes

Organizations in Qatar, from government entities aligning with national development strategies to companies pursuing growth and diversification, need planning and reporting that connects strategy with results. Integrated plans, credible forecasts and clear management information help leaders allocate resources and respond quickly to change. These capabilities strengthen performance management and accountability across public and private sectors, supporting the results-focused development set out in Qatar National Vision 2030.

Join a scheduled class at our training center in Doha or attend live online. For organizations, the course can run as an in-house program at your premises or online, tailored to your sector, case studies and timetable.