Preparing the budget

How can AI help build a budget from departmental needs?

1960 € per session, excl. VAT

In short

Structure inconsistent budget requests so they can be reviewed more effectively. Prepare a dossier explaining needs, costs, assumptions and supporting reasons. Identify missing information and decisions that require discussion with the managers of the departments involved. A practical, tool-independent workshop tailored to your team’s documents, objectives and working context.

Objectives of this training

• Structure heterogeneous budget requests consistently.
• Prepare complete and explicit budget files.
• Identify missing information and arbitration points.
• Facilitate the review of budget proposals.

Who is it for and what are the prerequisites?

Roles and tasks concerned

• Finance managers
• Controllers
• Department heads

Prior skills

• AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
• Have a paid subscription to an AI solution with the features needed for the exercises. Obtain your organisation’s permission to connect to third-party tools and have the required accounts and access rights. Bring a business case and documents authorised for use; fictional data may be used.

What you take away

• Process for structuring budget requests
• Justified budget file template