Strategic Financial Planning and Implementation

This DIXONTECH course delivers advanced skills in strategic financial planning, forecasting, and implementation. Participants will master the tools and frameworks used to align financial goals with corporate strategy, ensuring sustainable growth and competitive advantage. Through global case studies and simulations, the program emphasizes financial analysis, resource allocation, capital budgeting, and performance tracking, enabling participants to design and execute effective financial strategies.

TRAINING TOPICS:

• Foundations of Strategic Financial Planning
• Linking Finance with Corporate Strategy
• Forecasting, Budgeting, and Scenario Analysis
• Capital Structure and Investment Decisions
• Performance Measurement and Financial KPIs
• Strategic Cost Management and Control
• Implementing Financial Strategies Effectively
• Monitoring and Evaluation for Financial Success

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

•  Develop and execute strategic financial plans
•  Align financial planning with business objectives
•  Apply forecasting and financial modeling techniques
•  Optimize capital and investment structures
•  Evaluate performance using KPIs and ratios
•  Design strategic cost control systems
•  Communicate financial strategies effectively

TRAINING IS TAILORED TO:

•  Chief financial officers and finance directors
•  Strategic planners and controllers
•  Financial and investment analysts
•  Business and planning managers
•  Department heads and senior executives
•  Project finance and corporate development teams
•  Professionals involved in budget planning and execution

TRAINING METHODOLOGY:

This course combines interactive lectures, financial case studies, and hands-on simulation exercises. Participants work with practical templates, forecasting models, and financial dashboards to strengthen their analytical, planning, and execution skills. Peer collaboration and scenario-based learning ensure actionable outcomes.

DAY 1

STRATEGIC FINANCIAL PLANNING FRAMEWORKS

•  Understanding strategic financial management principles
•  Aligning financial goals with organizational strategy
•  Identifying drivers of financial performance
•  Longterm vs. short-term financial planning
•  Integrating strategy into financial forecasting
•  Key elements of an effective financial plan
•  Case study: linking strategy to finance

DAY 2

FINANCIAL FORECASTING AND BUDGET DEVELOPMENT

•  Forecasting models and planning horizons
•  Scenario and sensitivity analysis techniques
•  Developing rolling budgets and forecasts
•  Identifying revenue and cost drivers
•  Integrating capital and operational budgets
•  Variance analysis and performance adjustments
•  Workshop: building a dynamic financial forecast

DAY 3

CAPITAL STRUCTURE AND INVESTMENT DECISIONS

•  Evaluating financing options: debt vs. equity
•  Cost of capital and optimal capital structure
•  Net Present Value (NPV) and Internal Rate of Return (IRR)
•  Capital budgeting and investment appraisal
•  Managing cash flow and liquidity positions
•  Portfolio optimization and diversification principles
•  Real case analysis: financing growth strategies

DAY 4

IMPLEMENTING FINANCIAL STRATEGIES AND CONTROLS

•  Translating strategy into actionable financial plans
•  Establishing effective financial control systems
•  Linking operational budgets to strategic objectives
•  Monitoring and reviewing financial performance
•  Strategic cost management and cost benefit analysis
•  Managing financial risks during implementation
•  Case study: successful strategy execution models

DAY 5

MEASURING PERFORMANCE AND ENSURING SUSTAINABILITY

•  Key performance indicators for financial strategy
•  Balanced scorecard and strategy mapping
•  Integrating ESG factors in financial planning
•  Reviewing financial health and sustainability metrics
•  Reporting results to executive management
•  Final simulation: designing a strategic financial plan
•  Course wrap-up and implementation roadmap