Drafting Work Plan and Budget using Excel Course

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We are proud to offer this course in a variety of training formats to suit your needs. We use the highest quality learning facilities to make sure your experience is as comfortable as possible. Our face to face calendar allows you to choose any classroom course of your choice to be delivered at any venue of your choice - offering you the ultimate in convenience and value for money.

June 2024

Code Date Duration Location Fee Action
FWBE3019 17 Jun 2024 - 21 Jun 2024 5 days Kisumu, Kenya KES 84,000 | $1,100 Register
FWBE3019 24 Jun 2024 - 28 Jun 2024 5 days Nairobi, Kenya KES 83,000 | $1,100 Register
I Want To See More Dates...

Unfortunately, we do not have any dates scheduled at this time. Do you have a date in mind when you would like to take your training?

Request Custom Schedule

Contact Us on (+254) 715 077 817 / (+254) 792 516 000 or email us [email protected].

June 2024

17 Jun - 21 Jun 2024
5 days
KES 84,000 $1,100
24 Jun - 28 Jun 2024
5 days
KES 83,000 $1,100
I Want To See More Dates...

Unfortunately, we do not have any dates scheduled at this time. Do you have a date in mind when you would like to take your training?

Request Custom Schedule

Contact Us on (+254) 715 077 817 / (+254) 792 516 000 or email us [email protected].


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.


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:


The instructor-led training is delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.


Upon successful completion of this training, participants will be issued with an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).


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 for their, travel expenses, visa application, insurance, and other personal expenses.


Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.

Email:[email protected].  

Mob: +254 715 077 817


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 Tel: +254 715 077 817.

Mobile: +254 792516000+254 792516010 or mail [email protected]


Payment should be transferred to IRES account through bank before the course start date

Send proof of payment to [email protected]

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