Skip to content

Rolling Forecasts and Driver Based Planning

Annual budgets go stale within months in a volatile South African economy of shifting interest rates, currency swings and demand shocks. This course helps finance teams move to rolling forecasts built on business drivers rather than last year plus a percentage. Delegates learn to identify the handful of drivers that move results, refresh forecasts efficiently, and give leadership a forward view they can actually act on.

Ready to book? Secure your place on this programme.

Register for this course

What you will be able to do

  • Contrast rolling forecasts with the traditional annual budget cycle.
  • Identify the key value drivers that explain revenue and cost movements.
  • Build driver based forecast models that update quickly each period.
  • Set an appropriate forecast horizon, cadence and level of detail.
  • Analyse forecast accuracy and reduce persistent bias over time.
  • Communicate rolling forecast results to support faster decisions.

Course outline

  1. 01Limits of the fixed annual budget
  2. 02Principles of rolling forecasts
  3. 03Finding the drivers that matter
  4. 04Building a driver based model
  5. 05Forecast horizon, cadence and granularity
  6. 06Measuring and improving forecast accuracy
  7. 07Linking forecasts to decisions and action

Who should attend

Financial planning and analysis staff, management accountants, business analysts and finance business partners responsible for forecasts and plans.

Dates, venues and fees

DatesVenueDaysFeeCalendarRegister
7 to 8 Oct 2026Johannesburg2R10,000Register
8 to 9 Oct 2026Cape Town2R10,000Register
12 to 13 Oct 2026Durban2R10,000Register
13 to 14 Oct 2026Pretoria2R10,000Register
14 to 15 Oct 2026Windhoek2US$1,100Register
15 to 16 Oct 2026Gaborone2US$1,100Register
19 to 20 Oct 2026Maseru2US$1,100Register
20 to 21 Oct 2026Mbabane2US$1,100Register
21 to 22 Oct 2026Lusaka2US$1,100Register
22 to 23 Oct 2026Harare2US$1,100Register
26 to 27 Oct 2026Lilongwe2US$1,100Register
27 to 28 Oct 2026Blantyre2US$1,100Register
28 to 29 Oct 2026Mozambique2US$1,100Register
29 to 30 Oct 2026Nairobi2US$1,100Register
2 to 3 Nov 2026Dar es Salaam2US$1,100Register
3 to 4 Nov 2026Kigali2US$1,100Register
4 to 5 Nov 2026Kampala2US$1,100Register
5 to 6 Nov 2026Accra2US$1,100Register
9 to 10 Nov 2026Lagos2US$1,100Register
10 to 11 Nov 2026Cairo2US$1,100Register
11 to 12 Nov 2026Mauritius2US$1,100Register
12 to 13 Nov 2026Dubai2US$1,100Register
16 to 17 Nov 2026Online2US$900Register

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

Related courses in Finance and Budgeting

Finance and Budgeting

Budgeting, Forecasting and Cost Control

Build budgets that survive contact with reality. Zero based principles, rolling forecasts and variance investigation are worked through...

Next session
5 to 9 Oct 2026
Venue
Nairobi
5 day programme
FromR18,000
Finance and Budgeting

Financial Statement Analysis and Reporting

Read a set of annual financial statements the way an analyst does. Delegates dissect real style statements prepared under IFRS...

Next session
5 to 9 Oct 2026
Venue
Pretoria
5 day programme
FromR18,000
Finance and Budgeting

Cash Flow and Working Capital Management

Profitable businesses still fail when cash runs out. Forecasting cash with confidence...

Next session
29 Sep to 1 Oct 2026
Venue
Durban
3 day programme
FromR13,000
See all Finance and Budgeting courses