Budgeting and planning essentials

Business professionals shaking hands in office meeting

During this training programme participants will learn how to plan effectively and prepare budgets that support corporate priorities and ensure alignment across their teams and the wider organisation.

Learning objectives:

Understand the key concepts, challenges and best practices in planning and budgeting
Validate and challenge budget assumptions
Prepare budgets that clearly support corporate objectives
Analyse performance by comparing actual results with plans

Who should attend?

This programme is designed for specialists and managers involved in the planning and budgeting process, including professionals responsible for preparing, reviewing or analysing plans and budgets within their teams or across the organisation.

Training Agenda:

Introduction to planning	Differences between forecasting, planning and budgeting Risk vs uncertainty Levels of planning Goal congruence vs dysfunctional behaviors
Strategic planning	Strategy models, including rational and emergent models of preparing strategy
Responsibility accounting	Responsibility centres Controllability of variables Key performance measures for each centre
How to prepare an effective budget?	Principal budget factor Master budget Budget committee
Methods of preparing budgets: what are they when they should be used	Incremental budgeting vs Activity Based Budgeting vs Zero Based Budgeting Periodic vs rolling budget
Human aspects of budgets	Motivation vs evaluation Top-down approach Bottom-up approach
Preparation of budgets for each main element of financial statements	Profit or loss account budget Cash flow budget Balance sheet budget
Evaluation of results	Fixed, flexed and flexible budgets Variance analysis

Additional Training Details:

Date:

25 - 26 June 2026 (10:00 - 15:30 EEST)

Format:

Live online

Language:

English

Price:

EUR 430 (excl. VAT)

For more details please contact us.

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Contact us

Ginka Iskrova

Business Development Director, PwC Bulgaria

Tel: +359 89 841 5311

Stefania Belova

PwC's Academy Coordinator, PwC Bulgaria

Tel: +359 89 423 9115

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