Role-Based Programme
RB1075

AI for Business Planning

Advanced Forecasting, Scenario Analysis & Strategic Execution

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced capability to use AI across annual planning, forecasting, target setting, resource planning, performance reviews, and strategic execution.
  • Apply AI-assisted research, analysis, scenario modelling, and structured decision frameworks to strengthen business plans.
  • Use AI to connect market assumptions, operational drivers, financial expectations, risks, and business priorities.
  • Evaluate alternative plans using evidence, feasibility, resource requirements, dependencies, uncertainty, and expected business outcomes.
  • Build an AI-enabled business planning framework that improves planning quality, agility, monitoring, and management decision-making.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument IntelligenceData AnalysisForecasting SupportScenario PlanningBusiness Performance AnalysisDecision-Support ToolsAI-Powered PresentationsWorkflow AutomationKnowledge Assistants

Who should attend

  • Business Planning Professionals
  • Strategic Planning Professionals
  • Business Planning Managers
  • Corporate Planning Professionals
  • FP&A Professionals
  • Strategy Managers
  • Business Analysts
  • Business Unit Planning Teams
  • Performance Management Professionals
  • Planning & Budgeting Professionals
  • Commercial Planning Professionals
  • Operations Planning Professionals
  • Transformation Planning Professionals
  • Senior Managers Responsible for Annual Business Planning

Prerequisites & Participant Readiness

  • Experience in business planning, strategy, budgeting, performance management, or business analysis
  • Familiarity with business targets, budgets, KPIs, forecasts, and management reviews
  • Basic awareness of Generative AI and business analytics
  • Comfort working with business and financial information
  • No programming knowledge required

TOC Modules

Concepts
  • Understanding Generative AI, reasoning models, analytics, and intelligent automation
  • Exploring AI applications across planning, forecasting, analysis, reporting, and decision support
  • Distinguishing AI-assisted planning from traditional spreadsheet-based planning
  • Understanding hallucinations, uncertainty, data quality, and human accountability
Practical activities
  • Mapping AI opportunities across the business planning lifecycle
  • Identifying planning activities suitable for augmentation or automation
  • Creating an AI opportunity map for business planning

Scenarios

Annual Business Plan Development

Strategic Priorities → Market Assumptions → Revenue Drivers → Cost & Capacity Plan → Resource Requirements → Scenarios → KPIs → Management Plan

Participants use AI to develop an integrated annual business plan linking strategic priorities with revenue, cost, capacity, resources, risks, and measurable performance indicators.

Plan Underperformance & Forecast Revision

Plan vs. Actual → Variance Analysis → Business Drivers → Revised Assumptions → Scenario Testing → Corrective Actions → Updated Forecast → Management Recommendation

Participants use AI to analyse an underperforming business plan, identify key drivers, revise assumptions, test recovery options, and prepare an updated forecast and action plan for management review.

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