Course Topics

Developing a Business Plan

Course Overview

This intensive five day course prepares managers for developing highly effective business plans with confidence and covers aspects of business analysis, development and communication needed to set the direction and deliver key organisational objectives.

Who will benefit from attending this Training?

This workshop is suitable for those who are involved in the development of the business through the formulation of effective business plans. To learn the benefits of logical business planning:

  • Understand the processes supporting a business plan.
  • Identify short and long term aims. Understand the importance of financial control.
  • Communicate the plan.
Course Programme

From Strategic Thinking to Business Planning

  • The role and purpose of business plans
  • Strategic thinking, planning and implementation
  • Alternative approaches to planning - 'top-down' vs. 'bottom-up'
  • Strategic direction and the VMOST hierarchy

The Planning Process

  • The planning process
  • Who should be involved in planning?
  • The role of stakeholders
  • Strategic appraisals
  • The time dimension and the dynamics of planning
  • Gap analysis - measuring the strategic need
  • Developing future strategies
  • Planning activities, projects and identifying priorities
  • Resource needs to implement the strategy

Financial Plans and Budgets

  • Presenting the financial data
  • The role of budgets and targets
  • Sources of revenue
  • Sensitivity analysis

Communicating and Implementing the Plan

  • Formats for successful communication
  • The various audiences for the plan
  • Unit and department plans
  • Responsibilities and personal objectives for implementation

Reviewing and Revising the Plan

  • Monitoring progress
  • When and how to revise the plan
  • Developing your skills and competencies in business planning
Personal Development
  • Action planning - the essential next steps
  • Continuous professional development - what next?
By the end of this course you will be able to:
  • Identify the key steps in the planning process.
  • Devise, implement and evaluate a successful business plan.
  • Develop key indicators to track progress.
  • Manage the budgetary aspects of the plan.
  • Decide how and when to review and revise the business plan.
Training Methodology

The training process is based on a carefully planned mix of succinct tutor input - with practical illustration of tools and concepts, group work on case studies (all video based - and lively), feedback, and selective work on individual issues in pairs. Team involvement and working enable a strategy to be created from start to finish. The Training is based on the 4 mat systems to enable complete learning. There will also be some opportunity for role play. You will receive an electronic toolkit within the material for subsequent everyday use.

We can come to you !

Did you know Synergy can come to you and deliver this workshop ‘In Company’ at your own venue or location. If you have three or more people who you would like to benefit from attending this workshop our trainer can travel to you and deliver the same specification of course for your staff at a fraction of the overall cost.

If you’d like to know more about this option email us at  – our operations team manages all of our ‘In Company’ events and we can talk you though the logistics, pricing and whether you’d like the workshop as advertised here or something tailor made just for your business.

We have several packages on offer so contact us today.

What is Continuing Professional Development (CPD)?

Continuing Professional Development (CPD) is a personal commitment to keeping your professional knowledge up to date, improving your capabilities, proving commitment and competency in your profession. It focuses on what you learn and how you progress throughout your career, helping you gain more credibility within your industry, with your employer, clients and gain competitive edge over your peers.

Being actively committed to CPD may in the future:
  • Improve your Resume
  • Maintain professional recognition
  • Showcase your achievements, attributes and your brand
  • Accelerate your career prospects
  • Deliver job satisfaction: ensuring you are Career focused
  • Reassure your Employers and Stakeholders that you are upto date and competent
How do I gain CPD recognition

By attending Synergy Courses you can be assured that attendance, completion and certification will be rewarded by CPD points. To help advance your professional status CPD recognition is awarded on both public workshops and in-house courses, being dependent on the number of hours spent learning. On request Synergy Training Group will provide a certificate of attendance for you to use as evidence and to attach to your record card.

A number of our courses are accredited, endorsed or approved by a number of Learning & Development and Professional Bodies and Associations for more detail please contact us at 

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Budget for Training Project:* £

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