Business Plan Modelling using Excel (ROI/NI)


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:  
Virtual Classroom, , Online
Start date & time:  
29 April 2021 09:30
End date & time:  
29 April 2021 16:30
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
12.00 Training Tickets accepted
CPD hours:  
Speaker details
First nameLast name
Professional Training


Product type:  
CPD course
Technology and data


This course will be delivered via Zoom.

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

All participants should please note the following

  • Test session. If you would like to test your connection and setup prior to your course, please contact or 016627700 and we will arrange this with you.
  • Two monitors. Having two monitors is very strongly recommended for this training. It allows you to view the trainers PC in one monitor and the application that is the subject of the training in the other. On a single screen it can be difficult to arrange the trainers screen and your own application comfortably. If you only have a single screen please inform the trainer - ideally before the test session - and they can help you to get the best from the training session.
  • Microsoft Office version. We use Microsoft Office 365 Professional. If you are using an older version please be aware that you might not be able to do some of the exercises that are using the latest features.
  • Windows 10. We prepare the files and deliver the course using Windows 10. If you are using a MacBook or other platform please be aware that there can sometimes be incompatibilities and there are certain features that are not available on the Macintosh edition of Microsoft Office 365 Professional. These issues can be identified and resolved during the test session.

Speaker bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997. Website: