IT & Digital Transformation · Professional · Corporate
DMPITD
Data Management, Planning, Forecasting & Budgeting using Excel
IT & Digital Transformation
Professional level
10 Modules
40 Topics
Corporate
In-house or live virtual
Certification
Blue Ocean Academy certificate
DMPITD
Choose your enrolment option
Tailored delivery for teams.
Talk to an Advisor
Blue Ocean AcademyCorporate training terms and scheduling policies apply
About the DMPITD Program
Planning cycles run on spreadsheets, and weak models produce weak budgets. The program shows finance and operations teams how to structure planning data, build a forecast that can be explained, and construct a budget model that survives review. Participants build a working model during the sessions. Delivered in-house at the client's premises or live virtual, it leaves teams able to plan, forecast and budget in Excel with far more confidence.
What You Will Learn
- Structure planning data for reliable financial modeling
- Build a clear and auditable budget model
- Apply forecasting techniques to historical business data
- Analyze seasonality, trend and growth assumptions
- Design scenario and sensitivity analysis in Excel
- Measure forecast accuracy and adjust the model
- Produce budget reports managers can review quickly
- Implement version control and model documentation
What you take away
Skills You'll Build
Budget modeling
Forecasting techniques
Scenario analysis
Variance reporting
Core Topics
Who Is This Program For?
Finance and budgeting staff
Build budget models that survive review
Financial analysts
Forecast with defensible methods and assumptions
Department heads
Own a budget you can explain
Operations planners
Plan capacity and demand with better data
Procurement and supply chain teams
Forecast demand, spend and stock needs
Project cost controllers
Track cost against budget more accurately
What's Included?
Delivery at your premises or live virtual for your team- Model building using your own budget structure and data
- Participant workbook, Excel model templates and digital materials
- Certificate of completion issued by Blue Ocean Academy
Blue Ocean Academy
Corporate training terms and scheduling policies apply
Course Outline
- The planning and budget cycle
- Roles in the budgeting process
- Common spreadsheet planning failures
- What a good model delivers
Every participant receives a Blue Ocean Academy certificate of completion
Choose How You Learn
Showcase Your IT & Digital Transformation Expertise
Every participant receives a Blue Ocean Academy certificate that can be verified by their employer. Corporate clients receive a completion report for the whole cohort.
Digital Certificate
Verifiable Credential
Professional Recognition
Cohort Completion Report
Corporate training
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