In an era of rapid change and uncertainty, traditional planning models often fail to deliver the agility organizations need. This course equips finance professionals with tools and techniques to anticipate disruption, manage risk, and create resilient strategies. Participants will explore how data analytics—combined with qualitative methods like scenario planning, PESTLE analysis, and futures thinking—can transform strategic planning from a reactive process into a proactive, future-focused discipline. By integrating these approaches, finance teams can strengthen institutional resilience and drive long-term value.
Course ID: SPDE
Strategic Planning in Dynamic Environments
Learning Objectives
Upon completion of this course participants will be able to:
- Recall why traditional models of strategic planning may be insufficient.
- Identify challenges and opportunities that impact financial strategy and organizational resilience.
- Distinguish between episodic planning and adaptive frameworks
- Recall the role of data analytics (descriptive, diagnostic, predictive, prescriptive) in supporting strategic decision-making.
- Select strategic tools such as PESTLE, SWOT/TOWS, Scenario Planning, and Futures Wheel to enhance planning processes.
- Recognize how to integrate analytics and qualitative tools to build proactive, future-ready strategies for finance teams.
Major Topics
- Why standing still means going backwards
- The evolving role of the finance function
- The evolving role of the finance professional
- Data analytics for strategic planning
- Qualitative strategic tools
- Integrating Analytics for Strategic Planning
Advanced Preparations
None
Who Should Attend
Professionals who contribute to or lead strategic planning activities within their organization.
Fields of Study
Management ServicesPrerequisites
None