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Basics of Budgeting - Self-Directed Courseware Ref: CBB

Duration:
One day

Description:
The title of this clearly written book says it all. Virtually every aspect of budgeting from preparing income statements and company expense reports, to developing your own personal plan. Understanding the basics of budgeting will help your career and the organization you manage.

Table Of Contents:
Introduction
How to Use This Book

Part 1: Basic Information
Why Bother? Reasons Companies Plan
The Planning Cycle
The Basic Equation
Four Necessary Ways to Present Every Plan
Planning Philosophies
Summary

Part 2: Effective Planning in Your Organization
A Plan is a Social Document
Standards of Precision
Line and Level of Control
The Information Frontier
Rules for Jungle Fighters
Summary

Part 3: How to Build Plans Efficiently
Work Plans, Deliverables and Resources
The Secret of the Five-Minute Budget
A Resource Checklist
Summary

Part 4: How to Build a Strategic Plan
How Long and Who Does It?
The Mission Statement
Analyzing the External Environment
Analyzing Internal Capabilities
Putting It All Together
Example of a Strategic Plan
Summary

Part 5: Annual Operating Plan Preliminaries
Drafting Annual Goals
Organizational Planning
Creating a Fiscal Calendar
Fiscal Managers
Accounting System Tune-Up
Summary

Part 6: How to Budget Sales
A Five-Step Approach to Sales History
Assumptions: Improving Your Vision of the Future
Projections: Building a Chain of Inference
Example of Sales Budget from Market Share
Example of a Sales Budget from History
Summary

Part 7: How to Budge Cost of Sales
Different Approaches
Examples of an Analytical Approach
Summary

Part 8: How to Budget Labor Expense
Policy Before Planning
Appropriate Levels of Detail
Payroll Calculations
Handling Increases
Labor Planning Tips
Example of a Labor Budget
Summary

Part 9: How to Budget Other Expenses
Typical Approaches
Examples of Budgets
Summary

Part 10: How to Budget Depreciation Expense
Depreciation Expense Is Complex
Minimum Information You Will Need
Quick Estimates of Depreciation Expense
Example of a Depreciation Budget
Summary

Part 11: Balance Sheet and Cash Plans
Balance Sheet and Cash Flow Overview
An Aside to Computer Users
Example of a Balance Sheet Budget
Summary

Part 12: Budget Reviews (from Both Sides)
How to Conduct Budget Reviews
How to Chaptericipate in a Budget Review
Summary

Part 13: Planning and Executing a Budget Process
General Advice
Summary

Part 14: How to Create an Adjusted Plan
What Is an Adjusted Plan?
Adjusted Plans and Wiggle Room
Managing Adjusted Plans
Summary

Part 15: Forecasting and Controlling Results
Creating Forecasts
Using Plans to Improve Business Control
Summary

Final Thoughts 

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