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Business planning

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Based on the CGMA Competency Framework, these resources allow you to focus on technical, business, people and leadership skills. All areas are underpinned by the need for ethics, integrity and professionalism. Log in and start learning today.

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Brexit lesson: Focus on consequences, not cause in scenario planning

This article explores how the Brexit referendum underscores the need for companies to be ready for upheaval through robust scenario planning.

Article Planning, forecasting & budgeting Foundational

Governmental financial resilience under austerity: English local authorities

This academic executive report summarises research which examines the responses of four local authorities to the increased uncertainty, volatility and complexity...

Report Macroeconomic analysis Intermediate

How to identify risks, opportunities through scenario planning

Scenario planning can help companies identify risks and opportunities to drive more effective business decisions.

Article Planning, forecasting & budgeting Intermediate

Developing a plan for better planning

This article describes the levels of planning maturity which can be used to assess where an organisation is today and the level at which it needs to be.

Article Planning, forecasting & budgeting Intermediate

Boost Your Bottom Line with Predictive Analytics

Typically, we serve our clients and employers based on fact-based historical reporting. However, there is another way to offer guidance and opinion: predictive analytics.

Article Planning, forecasting & budgeting Intermediate

How to predict the value of marketing activity

This article discusses the report entitled Return on Ideas, including the recommendations on use of certain techniques to forecast whether an idea is worth investing in.

Article Planning, forecasting & budgeting Intermediate

Getting the big picture

This article shares how one company uses forecasting to help build successful partnerships, targeted marketing initiatives and focused strategic plans.

Article Planning, forecasting & budgeting Advanced

Return on ideas: better results from finance and marketing working together

This report explores ways that finance and marketing can work together to measure the value of marketing activities.

Report Collaboration & partnering Advanced

Rolling Plans and Forecasts

This tool provides examples of the rolling forecast process as well as the benefits and implementation questions.

Tool Planning, forecasting & budgeting Intermediate

Activity-Based Budgeting (ABB)

This tool discusses the process, benefits, and implementation questions for activity based budgeting.

Tool Planning, forecasting & budgeting Intermediate

Scenario and Contingency Planning

Scenario planning provides a structured method to evaluate alternative views of what may happen in the future as an aid to strategic, operational, and financial planning.

Tool Planning, forecasting & budgeting Intermediate

Cash flow modelling

Cash flow modelling is the practice of planning and forecasting the sources and uses of cash. This tool discusses the benefits and implementation questions.

Tool Planning, forecasting & budgeting Intermediate