Role-Based Programme
RB1073

AI for Business Planning

Smarter Forecasting, Scenario Analysis & Strategic Execution

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Understand how AI can support Business Planning across forecasting, target setting, resource planning, scenario analysis, and execution monitoring.
  • Apply AI to analyse business performance, market inputs, assumptions, risks, dependencies, and planning priorities.
  • Use AI to improve annual, quarterly, and operational planning activities through faster analysis and structured decision support.
  • Develop practical skills for creating scenarios, comparing planning options, testing assumptions, and preparing management-ready plans.
  • Understand responsible AI use, confidentiality, data validation, governance, and human accountability in business planning.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AnalysisData AnalysisScenario PlanningForecast SupportExecutive SummarisationAI-Powered Presentation & Communication Tools

Who should attend

  • Business Planning Managers
  • Business Planning Professionals
  • Strategic Planning Professionals
  • Corporate Planning Professionals
  • Business Analysts
  • FP&A Professionals
  • Strategy Managers
  • Business Performance Managers
  • Planning & Analysis Professionals
  • PMO Professionals
  • Business Unit Planning Professionals
  • Commercial Planning Professionals
  • Operations Planning Professionals
  • Management Reporting Professionals

Prerequisites & Participant Readiness

  • Basic understanding of business planning, budgeting, forecasting, or performance management
  • Familiarity with business reports, KPIs, targets, or planning cycles is helpful
  • Basic understanding of digital business tools
  • No programming or technical AI knowledge required
  • Prior AI-tool experience is helpful but not mandatory

TOC Modules

Concepts
  • Understanding Generative AI, AI assistants, multimodal AI, and AI-assisted analysis
  • Understanding the role of AI in planning, forecasting, analysis, and management reporting
  • Distinguishing AI assistance from traditional spreadsheet models, analytics, and automation
  • Understanding AI limitations, hallucinations, uncertainty, and data-quality risks
Practical activities
  • Identifying Business Planning activities suitable for AI assistance
  • Comparing traditional and AI-assisted approaches to a planning task
  • Mapping potential AI applications across the business planning cycle

Scenarios

Annual Business Plan Development

Strategic Objectives → Market & Performance Inputs → Business Goals → Targets → Initiatives → Resources & Dependencies → KPIs → Management Plan

Participants use AI to organise business inputs, translate strategic priorities into measurable goals, and build a structured annual business plan for management review.

Performance Variance to Revised Forecast

Actual Performance → Target Comparison → Variances → Possible Drivers → Revised Assumptions → Scenario Analysis → Corrective Actions → Updated Forecast

Participants use AI to analyse a sample performance gap, revise planning assumptions, compare alternative scenarios, and prepare an updated forecast and corrective-action plan for leadership review.

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