Introduction
In a world driven by data, strategy, and resource optimization, the ability to craft precise work plans and budgets is not just a skill, it's a strategic advantage. This course is designed to empower you to take control of your projects, finances, and career by harvesting the full potential of Microsoft Excel to come up with a well-structured work plan and budget.
In a world where planning, resource organization, and dissemination are important, an efficient work plan can be the difference between triumph and turmoil. A well-crafted budget can be your compass, guiding your organization through financial storms to prosperity. This course is your compass, and we are your guides on this voyage.
Duration
5 Days
Who Should Attend:
Anyone Interested in Personal Finance, Project Managers, Accountants and Finance Professionals, Team Leaders and Supervisors
Course Level:
Course Objectives
- Understand the importance of work plans and budgets in project and business management.
- Master the essential Excel functions and features required for work plan and budget creation.
- Develop the skills to create detailed work plans and budgets from scratch.
- Learn how to customize work plans and budgets to suit specific projects and organizational needs.
- Gain proficiency in tracking and managing project progress and financials using Excel.
Course Outline
Module 1: Introduction to Work Planning and Budgeting
- Define work plans and budgets
- Importance of work plans and budgets in project management
- Key terminologies and concepts
Module 2: Excel Basics for Work Planning and Budgeting
- Introduction to Microsoft Excel interface
- Basic spreadsheet operations
- Formatting and organizing data
- Creating charts and graphs
Module 3: Building a Work Plan in Excel
- Setting up a work plan template
- Task identification and description
- Assigning responsibilities
- Creating a timeline and milestones
Module 4: Creating a Budget in Excel
- Introduction to budgeting
- Setting up a budget template
- Identifying income and expenses
- Creating a budget table
Module 5: Integrating Work Plans and Budgets
- Linking work plan tasks to the budget
- Budget allocation for tasks and milestones
- Monitoring expenses and progress
Module 6: Excel Functions for Work Plan and Budget Analysis
- Using Excel functions for calculations
- Conditional formatting for data visualization
- Pivot tables for dynamic reporting
- Dashboards and Visualization
Module 7: Tracking and Managing Work Plans and Budgets
- Setting up tracking mechanisms
- Variance analysis and reporting
- Making adjustments to work plans and budgets
Module 8: Collaboration and Sharing
- Collaborative tools and techniques for team-based projects
- Sharing and protecting Excel workbooks
- Practical examples of work plans and budgets
Related Courses
Course Administration Details:
METHODOLOGY
The instructor-led trainings are delivered using a blended learning approach and comprise presentations, guided sessions of practical exercise, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience, working as professionals and trainers in these fields. All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
ACCREDITATION
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
TRAINING VENUE
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
ACCOMMODATION AND AIRPORT PICKUP
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
TAILOR-MADE
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: [email protected]
- Phone: +254715 077 817
PAYMENT
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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