Proposed five-day professional program. Approximately 25-30 training hours. Final arrangements are confirmed in the written proposal.
Course Overview
Translate a new initiative into a structured financial planning model.
This proposed five-day program combines practical case analysis, guided exercises and peer discussion. Participants adapt the course concepts to organizational circumstances and prepare a new business initiative financial model.
Learning Outcomes
Assess business assumptions and revenue drivers.
Evaluate startup costs and operating requirements.
Apply a structured approach to funding timing and cash flow forecasts.
Develop practical recommendations for sensitivity analysis and decision thresholds.
Prepare and present a new business initiative financial model.
Who Should Attend
Finance professionals, budget owners, analysts and managers involved in commercial or financial decisions.
Relevant work experience is recommended. The participant profile, prerequisite knowledge and case complexity are reviewed during planning.
Training Methodology
Facilitated discussion, worked examples, anonymized case analysis, practical exercises, peer review and an applied final assignment.
Learning assessment may include a baseline discussion, review of exercise outputs and a final presentation. Attendance and completion requirements are confirmed in the proposal.
Course Tools and Templates
Business assumptions and revenue drivers worksheet – proposed exercise document.
Startup costs and operating requirements worksheet – proposed exercise document.
Funding timing and cash flow forecasts worksheet – proposed exercise document.
Sensitivity analysis and decision thresholds worksheet – proposed exercise document.
New business initiative financial model – proposed exercise document.
Delivery Requirements
Classroom, live online and in-house delivery can be arranged by agreement. The trainer, language, venue or platform, timetable and required materials are confirmed in writing.
A laptop may be needed for analytical or planning activities. Software availability, licenses and access requirements are agreed before delivery.
Course Customization
The indicative five-day sequence can be adapted to participant experience, industry context and agreed learning objectives. Final dates, fees, agenda, certificate details and delivery arrangements are confirmed in the written proposal.
Proposed Five-Day Course Outline
Day 1 – Business assumptions and revenue drivers
Define the business context, assess current practices and clarify the decisions relating to business assumptions and revenue drivers.
Practical output: Business assumptions and revenue drivers worksheet
Day 2 – Startup costs and operating requirements
Interpret representative information and compare practical approaches to startup costs and operating requirements.
Practical output: Startup costs and operating requirements worksheet
Day 3 – Funding timing and cash flow forecasts
Use the course tools in a realistic case focused on funding timing and cash flow forecasts, documenting assumptions and recommendations.
Practical output: Funding timing and cash flow forecasts worksheet
Day 4 – Sensitivity analysis and decision thresholds
Review responsibilities, risks and follow-up measures through a practical exercise on sensitivity analysis and decision thresholds.
Practical output: Sensitivity analysis and decision thresholds worksheet
Day 5 – New initiative financial plan workshop
Integrate the learning through new initiative financial plan workshop, present the final assignment and propose workplace actions.
Practical output: New business initiative financial model
