Course Outline:

Module 1: Introduction to Program Budgeting and Analysis

• Key Topics:
  • Overview of Program Budgeting and Financial Analysis
  • Key Budgeting Concepts and Terminologies
  • Basic Excel Functions for Budgeting and Analysis
• Case Study: Budgeting for a Government Program
• Activity: Budget setup using Excel templates

Module 2: Advanced Excel Functions for Budget Analysis

• Key Topics:
  • Using PivotTables and PivotCharts for Data Analysis
  • Excel Functions: SUMIF, VLOOKUP, INDEX-MATCH for Budgeting
  • Conditional Formatting for Highlighting Budget Trends
• Case Study: Analyzing Departmental Budgets
• Real-Life Project: Building a dynamic budget report in Excel

Module 3: Financial Modeling and Forecasting in Excel

• Key Topics:
  • Introduction to Financial Modeling Techniques
  • Scenario Analysis and What-If Models
  • Forecasting Revenue and Expenses Using Excel
• Case Study: Forecasting Budget Needs for a Non-Profit Program
• Activity: Creating a budget forecast with multiple scenarios

Module 4: Data Visualization for Budget Reporting

• Key Topics:
  • Visualizing Data with Excel Charts and Graphs
  • Creating Dashboards for Budget Reports
  • Using Sparklines and Data Bars to Track Financial Performance
• Real-Life Project: Designing a budget performance dashboard
• Activity: Creating interactive visual reports for stakeholders

Module 5: Automating Budget Analysis with Excel Macros

• Key Topics:
  • Introduction to Macros and VBA for Excel
  • Automating Repetitive Budget Analysis Tasks
  • Building Custom Financial Functions with VBA
• Case Study: Automating Monthly Budget Reports
• Real-Life Project: Developing an automated financial report generation tool