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Federal Budget Analysis Using Microsoft Excel

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  • ORegistration open
  • FClass full
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  • RRemote Classroom
Multiple Registrations?
Session Schedule Location Tuition Status
Oct 31 - Nov 02, 2017
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Feb 13 - Feb 15, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Apr 10 - Apr 12, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Jun 12 - Jun 14, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Jul 17 - Jul 19, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Aug 07 - Aug 09, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Sep 18 - Sep 20, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Oct 30 - Nov 01, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Displaying of 8 sessions Show All Show Less

Course overview

Analysis plays an increasingly important role in today's performance-based, outcome-oriented federal budgeting environment. Key statues and regulations require the presentation of analytical results in agency budget requests, in the execution of approved program plans and budgets, and in performance accountability reporting.

This course covers methods of analysis frequently used to clearly define and answer budgetary questions. You will learn when and how to use selected Microsoft Office products (mainly Excel but also PowerPoint and Word) to improve analysis and job performance. Lessons are structured around the requirements for analysis contained in financial management laws and implementing OMB circulars.

This course is conducted in a computer lab using Microsoft Excel, Microsoft PowerPoint, and Microsoft Word.

Who should attend?

Federal employees who need to strengthen their budget analysis skills. Participants should have experience in preparing budget estimates and executing an approved budget or have completed Budget Formulation (BUDG7101D) and Budget Execution (BUDG7100D).

A basic knowledge of Excel such as that attained by completing an Introduction to Excel course is required. You should be able to create, open, save,format and print a file. The ability to copy, move, and delete values is also required.

Level: Intermediate

Learning outcomes

  • Describe a structured, five-step approach for conducting performance analysis to support evidence-driven budget decisions
  • Apply Excel functions including calculations of future obligations and costs, benefits, net present value (NPV), and sensitivity analysis to evaluate competing alternatives when developing agency budget requests
  • Use Excel functions including descriptive and normative techniques to assess variances and trends when executing performance budgets
  • Prepare Excel data tables and charts with linkages between worksheets and to PowerPoint and Word documents for use in reporting performance results
  • Develop a summary-level narrative for new budget authority incorporating Excel-based analytical results

Course outline

Day one of three

  • Course Introduction
  • Conducting Analysis in Today’s Budgeting Environment
    • The Federal Budgeting Framework
    • Relevant Laws and OMB Circulars
  • A Structured Approach to Using Excel for Performance Analysis
    • The Five-Step Approach
    • Applying Excel Functions
    • Introduction of Case Study
    • Scenario and Exercise

 

Day two of three

  • Using Excel Functions for Monitoring Budget Execution
    • Requesting quarterly apportionments
    • Estimating and adjusting budget allocations
    • Using performance indicators to track and compare actual results to plans
    • Calculating the average unit cost of varying levels of program output
    • Applying selected methods (Pareto Analysis and Force Field Analysis) to evaluate the causes of performance weaknesses and identify “best” solutions
  • Analyzing Future Costs and Results to Justify Budget Requests
    • Estimating new budget authority
    • Estimating total costs and unit costs
    • Analyzing alternative courses of action
    • Calculating new constant value
    • Calculating nominal value

 

Day three of three

  • Analyzing Future Costs and Results to Justify Budget Requests (cont.)
  • Capstone Exercise: Presenting Analytical Results for Evidence-Driven Decisions
    • Using the results of analysis to justify a budget
    • Developing a PowerPoint presentation containing data tables and charts to support the budget request
  • Course Summary
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