Business planning: turning the vision into reality
Course summary
This course deals with the practical aspects of business planning – those one to three year plans that show what you are actually going to do. You will use a range of proven tools and techniques to practice putting together a compelling plan.
Starting from your organisation’s strategic position, we will look at priorities and SMART objectives that turn the vision into reality. Keeping in mind the needs of your beneficiaries or target market, we will review the external environment and how you should respond with new structures, processes and programmes.
In these difficult times, we will examine the changes you want to bring about and choices you will have to make, whilst exploring the financial plans that will underpin your ability to deliver. We will create scenarios to better understand “what if…” and review the impact of risks and their mitigation.
Finally, we will consider the role of communication in setting expectations and implementing the plan.
Course outline
During this one day course you will cover:
- where the business plan fits in the planning horizon
- the link with strategy - meeting the needs of beneficiaries in a changing environment
- understanding the business case through financial models
- making difficult choices
- managing risks
- the contents of a typical plan
Who is this course for?
This course is suitable for anyone involved in business and financial planning for their organisations. This includes Board members, Trustees, Chief Executives and Senior Management Teams across the third, public and private sectors. The Centre works with people from all sectors including the public sector, voluntary sector, corporate sector and private sector.
What will this course help me do: learning outcomes?
By the end of the course, you will be able to:
• develop a robust business plan to manage the operation and lead growth and development
• link the business plan to the overall strategic plan of the organisation by focussing on priorities and outcomes
• communicate the financial underpinnings of the plan
• assess the critical risks in the plan and put in place risk management strategies to combat them
Other courses to consider
We have a wide range of Management courses which may be of interest for further learning.
Course dates
This course is run on request. This means that we will keep your details on file and once we have at least three people interested in the course we will contact you to let you know and to schedule a date. Please contact us to log your interest in this course.
Alternatively we can also run this as an in-company course. Find out more about in-company training.




