Finance & Budgeting
SME Action Plan
Turn Ideas into Action through our Comprehensive SME Toolkit

Duration: 3 Days
Who Should Attend:
- Entrepreneurs
- Bank Staff – Middle & Senior Management
Course Objectives
- To help participants gain the essential skills required to prepare and analyse different components of the Action Plan from Marketing, Operations and Finance point of view
- To train participants in assessing their ability to develop an entrepreneurial mindset and understand how each department.
What will you gain ?
By the end of this course you will be able to:- Understand the meaning of SME and the way to develop an efficient business plan
- Develop a thorough Marketing Plan and how to promote your business
- Work on a comprehensive Operational Plan, Inventory matters, equipment, human resources and handle each department tasks seamlessly
- Learn how to handle your business from Finance point of view; developing financial statements and breakeven analysis, profit/loss statements and an overall understanding of how to handle the business financially
- Write, understand and implement a complete business plan.
Course Content
Module 1: Market Analysis and Marketing Plan for SME- Market and Marketing for SMEs Environment
- Market Analysis and Forecast
- Identifying and Analysing your Customers
- Identifying Competitors and your Competitive Devices
- Identifying and Setting The Business Objectives
- Analysis Tools: The SWOT and the PEST
- Marketing Plan - Four Ps
- The Difference in a Marketing Plan for Services and Trading Companies
- Roles of Operation Plan in the Business Plan for SMEs
- Components of Operation Plan
- Process of Operation Plan Making
- Equipment and Inventory
- Investments and Costs
- What is Fixed Cost versus Variable Cost?
- The Human Resources plan and how it affects the Financials?
- The Operational for Services and Trading Companies
- Roles of Financial Plan in the Business Plan for SMEs
- Components of Financial Plan
- Financial Assumptions
- Financing Structure: Sources and Uses of Funds
- The Cost of Capital and Cost of Cash
- What is a Balance Sheet?
- What is an Income Statement?
- The Ratios and their Indications
- What is Cash Flow Projection, NPV and IRR?
- Solvency and Profitability
- Sensitivity and Scenario Analysis
- The Cycle of Writing
- Who to Write for and what to Write?
- What to Highlight and what are the Different Components of a Written Business Plan
- How to Write the “Executive Summary”

- ABC Success for Fresh National Graduates
- Career Planning and Talent Management
- Coaching and Mentoring Skills for Managers
- Competency-Based Interviewing Skills
- Creative Thinking, Problem Solving and Decision Making
- Customer Service Excellence
- Effective Business Writing
- Effective Report Writing
- Finance for Non-Finance Professionals
- Fundamentals of Project Management
- High Impact Team Building for Managers
- HRM & Talent Management
- Mastering the Art of Effective Communication
- Mastering the Art of Office Administration
- Powerful Negotiations
- Powerful Salesman
- Strategic Thinking and Planning
- Strategies for Successful Change Management
- The New Star Management Supervisor
- The Strategic People Manager
- Train the Trainer
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- Microsoft Office
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