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Certificate in Strategic Planning & Effective Budgeting

Strategic Planning, Management Control & Effective Budgeting

02-13 Dec 2024
Kuala Lumpur
$11,900
03-14 Feb 2025
Houston
$13,900
14-25 Apr 2025
London
$11,900
14-25 Jul 2025
Dubai
$11,900
08-19 Sep 2025
London
$11,900
01-12 Dec 2025
Kuala Lumpur
$11,900

Course Overview

Mastering skills such as strategy development, risk analysis, negotiation, budgeting, and cost control is crucial for managers committed to delivering exceptional performance and making significant contributions to their organizations. In today’s uncertain and turbulent business environment, both top and middle management are challenged to think long-term while acting decisively in the short-term. Managers who are agile and adaptable to frequent changes are particularly valuable. This Certificate in Strategic Planning & Effective Budgeting training course provides a structured and comprehensive framework to address both immediate challenges and long-term responsibilities. By equipping professionals with these essential skills, the course prepares them to excel in dynamic business conditions and enhance their effectiveness in navigating the complexities of modern management.

The Structure

This comprehensive training course consists of two modules which can be booked as a 10 Day Training event, or as individual, 5 Day training courses.

Module 1 - Strategy, Risks, Negotiation & Leadership

Module 2 - Effective Budgeting & Operational Cost Control

Training Objectives

This 10-day COPEX training course offers delegates opportunities to gain skills in strategy development and implementation, together with risk assessment. To understand finance, in particular budgeting and cost control and how performance measurement enables organisations to track the viability of their strategies.

Packed with many practical exercises and a safe environment in which to practice new skills, delegates will:

  • Gain an Understanding of Strategy and Strategic Thinking
  • Learn about Risk Management and Mitigation
  • Practice Negotiating and Learn Top Tips for Effective Negotiations
  • Develop Skills in Budgeting and Cost Control
  • Understand how Financial Measurement Supports Strategic Success

Who should Attend?

This 10-day COPEX training course is suitable for a wide range of professionals who wish to develop their strategic leadership capabilities and gain a greater grasp of budgeting and cost control. For example:

  • Current and Potential Managers, and Business Leaders at All Levels
  • Those Responsible for Developing and Leading Strategic Changes
  • Procurement and Client Service Managers Responsible for Negotiation Strategies
  • Functional Team Leaders in the Governmental or Private Sector
  • Staff Members Responsible for Budgeting and Financial Controls
  • Non-Finance Managers with Financial Responsibilities

Training Outline

Module 1: Strategy, Risks, Negotiation & Leadership
Day One: Strategy
  • Introduction to strategy - background, historical developments, major theories
  • Strategic Management – a practical approach for every leader
  • A consistent methodology for strategy development
  • The relationships between vision, mission and strategy
  • The steps involved in developing a strategy
Day Two: Risks
  • The meaning and nature of risk
  • Identifying the risks in a given strategy
  • Prioritizing risks
  • Contingency planning
  • Risk mitigation strategies 
Day Three: Negotiation
  • The everyday role and attitude of ‘Win-Win’ negotiating
  • Power - gaining a superior position
  • Strategy and Tactics in negotiating
  • Understanding your opponents negotiating style and tactics
  • Negotiating Countermeasures
Day Four: Leadership
  • The strategic role and nature of effective leadership
  • Charisma and how to earn it and use it effectively
  • The role of the modern leader and how leadership has changed
  • Innovative Leadership skills
  • Maximizing the performance of each team member
  • Motivating the 'Average' employee 
Day Five: Strategic Leadership Workshop
  • Intrapersonal style and skills
  • Interpersonal and leadership communication skills
  • Leadership and The Challenge of Change
  • Strategic leadership for team development
  • Developing a personal action plan for further self-development
Module 2: Effective Budgeting & Operational Cost Control
Day Six: Introduction: Building a Common Financial Language
  • The key role of budgeting and cost control in contemporary organizations
  • The 21st century business imperative: delivering value added (but to whom?)
  • Financial vs. Managerial accounting (for decision making)
  • Understand your processes: integrating financial and non-financial aspects
  • The budgeting process
  • Examples & Discussion
Day Seven: The Budgeting Process
  • The key features of budgeting
  • Advantages and concerns with budgeting
  • Accountability and centers of responsibility
  • Zero-based budgeting
  • Budgeting and cost control
  • Examples & Discussion 
Day Eight: Cost Analysis
  • Different costs for different purposes
  • Fixed vs. Variable costs
  • The Cost-Volume-Profit analysis model
  • Contribution Margin analysis
  • Examples & Discussion 
Day Nine: Traditional vs. Advanced Techniques in Cost-Control
  • Under-costing and over-costing: the consequences for profitability
  • Indirect (OH) vs. Direct costs
  • Traditional Cost Allocations systems vs. Activity-Based Costing (ABC)
  • Linking resources, activities and management
  • Variance analysis
  • Video, Case Study and Examples 
Day Ten: Beyond the Budgets: Balanced scorecards and Six-sigma
  • Broadening performance measurement systems
  • Beyond budgeting: Integrating financial and non-financial issues
  • Introducing the Balanced Scorecard
  • Introducing the Strategy maps
  • Introducing Six-sigma
  • Video, Case Study and examples

Certificates

  • COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

We can customize this
training course for you!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.
Learn More About In-house Training

Got some questions? Look here.

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

How can I register?

There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to [email protected]
Telephone – +971 4 368 6886 or +971 50 106 2750

When will I receive the confirmation for my registration/s?

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

What is included in the training fee?

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

What are the available payment methods?

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

How many hours per day, and what are the timings of your training courses?

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

Where do you usually hold your training courses?

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Do you provide hotel booking assistance to your delegates?

Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates

In case of failure to attend, what is your cancellation policy?

Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

What will I receive after the training course?

Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.