Role-Based Programme
RB1074

AI for Business Planning

Forecasting, Scenario Analysis & Strategic Execution

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop practical AI capabilities for annual business planning, forecasting, target setting, resource planning, and execution management.
  • Apply AI to analyse historical performance, market conditions, business assumptions, risks, and future growth opportunities.
  • Use AI to strengthen scenario planning, budget discussions, initiative prioritisation, KPI design, and management reviews.
  • Improve the quality and speed of business-plan development, executive summaries, planning presentations, and decision-support outputs.
  • Apply responsible AI practices related to data accuracy, assumptions, confidentiality, bias, governance, and human validation.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AnalysisData AnalysisForecasting SupportScenario AnalysisExecutive SummarisationPresentation ToolsKnowledge AssistantsWorkflow Automation Concepts

Who should attend

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

Prerequisites & Participant Readiness

  • Experience in business planning, budgeting, forecasting, strategy, or performance management
  • Familiarity with KPIs, management reports, budgets, targets, and business assumptions
  • Basic familiarity with Generative AI tools is recommended
  • Ability to interpret business and financial information
  • No programming knowledge required

TOC Modules

Concepts
  • Understanding Generative AI, multimodal AI, reasoning models, and AI assistants
  • Exploring AI applications across planning, forecasting, analysis, reporting, and execution
  • Understanding how AI differs from traditional spreadsheet analysis, forecasting, and business intelligence
  • Recognising hallucinations, uncertainty, incomplete context, and model limitations
Practical activities
  • Mapping business-planning activities to relevant AI applications
  • Identifying high-value AI use cases across the planning cycle
  • Comparing traditional and AI-assisted planning workflows

Scenarios

Annual Business Plan Development

Historical Performance → Market Assumptions → Business Drivers → Revenue & Cost Outlook → Scenario Analysis → Targets & KPIs → Initiatives → Executive Business Plan

Participants use AI to analyse historical information, structure assumptions, develop alternative scenarios, and create an integrated annual business plan for leadership review.

Performance Shortfall & Reforecast

Plan vs Actual → Variance Analysis → Driver Review → Revised Assumptions → Scenario Testing → Resource Adjustments → Reforecast → Management Action Plan

Participants use AI to analyse a simulated performance shortfall, identify changing assumptions, evaluate recovery options, and prepare a revised forecast and action plan.

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