Role-Based Programme
RB1072

AI for Business Planning

Smarter Forecasting, Scenario Analysis & Strategic Action Planning

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how AI can support Business Planning activities across research, target setting, forecasting, scenario development, and action planning.
  • Explore practical AI applications for analysing historical performance, identifying business drivers, evaluating assumptions, and preparing planning inputs.
  • Apply structured prompting techniques to develop business plans, compare scenarios, identify risks, and generate management insights.
  • Use AI to improve productivity across planning documents, management reviews, presentations, and stakeholder communication.
  • Recognise data accuracy, assumptions, confidentiality, bias, governance, and human-review requirements when using AI for business planning.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AnalysisData AnalysisBusiness Planning FrameworksScenario AnalysisExecutive SummarisationAI-Powered Presentation & Communication Tools

Who should attend

  • Business Planning Professionals
  • Corporate Planning Professionals
  • Strategic Planning Professionals
  • Business Planning Managers
  • Business Analysts
  • Strategy Managers
  • FP&A Professionals
  • Business Finance Professionals
  • Business Unit Planning Professionals
  • Operations Planning Professionals
  • Commercial Planning Professionals
  • Planning & Performance Managers
  • Business Excellence Professionals
  • Management Reporting Professionals
  • Functional Planning Leaders

Prerequisites & Participant Readiness

  • Basic understanding of business planning, budgeting, forecasting, or performance management
  • Familiarity with business targets, KPIs, reports, or planning cycles is helpful
  • Basic analytical and spreadsheet skills
  • No programming or technical AI knowledge required
  • No previous AI-tool experience required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to business planning
  • Exploring AI applications across research, forecasting, target setting, scenario analysis, and plan documentation
  • Understanding the difference between AI assistance, analytics, forecasting models, and management judgement
  • Recognising AI limitations, hallucinations, incomplete data, and unsupported projections
Practical activities
  • Identifying high-value AI applications across a typical business-planning cycle
  • Comparing a traditional planning activity with an AI-assisted approach

Scenarios

Historical Performance to Annual Business Plan

Historical Performance → AI-Assisted Analysis → Business Drivers → Planning Assumptions → Targets → Strategic Initiatives → Business Plan

Participants use AI to analyse sample historical performance, identify key business drivers, establish planning assumptions, and create a structured annual business-plan outline.

Changing Business Conditions to Revised Plan

Business Change → Impact Analysis → Revised Assumptions → Base / Best / Risk Scenarios → Priority Actions → Updated Management Plan

Participants use AI to assess a change in business conditions, explore alternative scenarios, and prepare a revised action plan for management review.

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