Business Plan Modelling using Excel


Effective business planning is fundamental to success in business. This course shows how building the plan model is the first step in transforming ideas into tangible reality. It demonstrates how a well-organised plan shows if the concepts make sound business sense.

Venue details:  
, Professional Training, Unit 22 Westland Square, Pearse Street, Dublin
Start date & time:  
19 May 2020 09:30
End date & time:  
19 May 2020 17:00
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
CPD hours:  
Speaker details
First nameLast name
Damian O'Neill


Product type:  
CPD course
Technology and data

Who should attend

This course is designed for accountants, and other business professionals, who have had limited involvement in business planning on Excel and require more competence in business planning techniques. Participants must have a good knowledge of Excel basics (including Excel functions such as IF, Choose, etc.). It will be assumed that participants understand the principle rules in working with Interactive Spreadsheets and have knowledge of, or have attended, the Institute's Intermediate Excel course and ideally the Advanced course.

Course overview

  • Modelling to incorporate future needs
  • Building the detailed working sheet and importing workings from subsidiary schedules
  • Dealing with capital expenditure and funding
  • Developing Profit and Loss, Balance Sheets and Cash Flows and adjusting these with minimum level inputs
  • Sensitivity analyses, goal seeking and scenario setting
  • Preparing formulae to relate accounting concepts in spreadsheets
  • Building checks and balances to ensure model integrity throughout workbooks

Key learning outcomes

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

  • Maximise flexibility and business model dynamics while incorporating future needs
  • Compete for support and resources with the aid of a convincing plan either internally or for their clients