أساسيات الموازنة التخطيطية الفعالة from Coursera

تقوم الشركات في نهاية كل عام بإعداد موازناتها التقديرية للعام التالي كي توضح كافة المصروفات المتوقع صرفها في دعم الأغراض التشغيلية والاستثمارية. وتلجأ الشركات إلى هذه العملية بصورة دورية من أجل وضع أهدافها المستقبلية والعمل على تحقيقها من خلال التخطيط للأحداث والعمليات لفترة مالية مستقبلية، ومن ثم تستطيع مراقبة عمليات التنفيذ الفعلي ومقارنتها بالخطط الموضوعة مسبقاً لتحديد الانحرافات والعمل على معالجتها سريعاً.

هذه الدورة هي دورة تمهيدية؛ فهي تلقي الضوء على أساسيات الموضوع بشكل عام بهدف التعريف به وبمحاوره الأساسية التي يجب الإلمام بها.

إذا كنت من المهتمين بفهم أساليب الموازنة التخطيطية الفعالة، أو كان مجال عملك يتطلب توظيف ذلك في سياق عملك، فهذه الدورة ستكون مثالية لإغناء خبرتك وتطوير مهاراتك بشكل فعال ومؤثر.

حيث ستزودك هذه الدورة باطلاع واسع ودقيق على مجموعة من المحاور المتعلقة بهذا الموضوع، مثل: فهم خطوات إعداد الموازنة والعوائق التي تواجهها ومعايير النجاح الأساسية لزيادة فعاليتها، تبيان المبادئ الأساسية التي تستند عليها عمليات إعداد الموازنة، التعرف على المقصود بعملية إعداد الموازنة وأهميتها وأنواعها، استعراض تصنيفات الموازنات وفقاً لعدد من المعايير الأساسية، إيضاح الموازنات الفرعية المتضمنة في الموازنة الشاملة مع توضيح كيفية حسابها بمثال تطبيقي.

What's inside

Syllabus

أساسيات الموازنة التخطيطية الفعالة

ستزودك هذه الدورة باطلاع واسع ودقيق على مجموعة من المحاور المتعلقة بهذا الموضوع، مثل: فهم خطوات إعداد الموازنة والعوائق التي تواجهها ومعايير النجاح الأساسية لزيادة فعاليتها، تبيان المبادئ الأساسية التي تستند عليها عمليات إعداد الموازنة، التعرف على المقصود بعملية إعداد الموازنة وأهميتها وأنواعها، استعراض تصنيفات الموازنات وفقاً لعدد من المعايير الأساسية، إيضاح الموازنات الفرعية المتضمنة في الموازنة الشاملة مع توضيح كيفية حسابها بمثال تطبيقي.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

مناسبة لغير المتخصصين، حيث تُقدم أساسيات الموضوع بشكل عام بهدف التعريف به وبمحاوره الأساسية

يوفر إطلالة شاملة على مجموعة من المحاور المتعلقة بإعداد الموازنة، مثل خطوات إعدادها والعوائق التي تواجهها ومعايير نجاحها ومدى فعاليتها

تتضمن موازنات فرعية متضمنة في الموازنة الشاملة موضحة بكيفية حسابها بأمثلة تطبيقية

تستند على مبادئ أساسية لعمليات إعداد الموازنة

تستعرض تصنيفات الموازنات وفقاً لعدد من المعايير الأساسية

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in أساسيات الموازنة التخطيطية الفعالة with these activities:

Identify and connect with a mentor in the field of budgeting and finance

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Connecting with a mentor can provide you with valuable insights and guidance in the field of budgeting and finance.

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Identify potential mentors through networking events, professional organizations, or online platforms
Reach out to mentors and express your interest in connecting

Review basic accounting principles

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Understanding basic accounting principles will help you better understand the concepts taught in this course.

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Read through notes or textbooks on basic accounting principles
Go through practice problems and exercises

Watch tutorials on budgeting and forecasting

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Watching tutorials on budgeting and forecasting will supplement the course materials and help you better understand these concepts.

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Identify reputable sources for tutorials on budgeting and forecasting
Set aside time to watch the tutorials

Four other activities

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Join a study group to discuss budgeting techniques

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Joining a study group will allow you to discuss budgeting techniques with peers and gain different perspectives on the topic.

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Find or create a study group with classmates
Set regular meeting times to discuss budgeting topics

Solve practice problems on budgeting and financial planning

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Solving practice problems will reinforce your understanding of budgeting and financial planning concepts.

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Find practice problems in textbooks, online resources, or ask your instructor for guidance
Set aside time to solve the problems regularly

Create a budget plan for a hypothetical scenario

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Creating a budget plan for a hypothetical scenario will allow you to apply the concepts learned in the course to a practical situation.

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Choose a hypothetical scenario that requires budgeting
Gather necessary information and assumptions
Develop a budget plan based on the scenario
Reflect on and evaluate the budget plan

Contribute to open-source budgeting software

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Contributing to open-source budgeting software will allow you to apply your skills while making a valuable contribution to the community.

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Identify open-source budgeting software projects
Choose a project and familiarize yourself with its codebase
Identify areas where you can contribute, such as bug fixes or feature enhancements
Submit your contributions for review

Career center

Learners who complete أساسيات الموازنة التخطيطية الفعالة will develop knowledge and skills that may be useful to these careers:

Budget Analyst

Budget Analysts work with businesses and organizations to plan their budgets. They create financial plans, track expenses, and analyze financial data to help organizations make sound financial decisions. This course helps build a foundation to understand the principles of budgeting and financial planning, which are essential for success as a Budget Analyst.

See salaries and explore the career path for Budget Analyst

Financial Analyst

Financial Analysts help businesses and organizations make sound financial decisions. They analyze financial data, prepare financial reports, and make recommendations to help businesses improve their financial performance. This course can help build skills in budgeting and financial planning, which are essential for success as a Financial Analyst.

See salaries and explore the career path for Financial Analyst

Management Consultant

Management Consultants help businesses and organizations improve their performance. They analyze business operations, identify areas for improvement, and develop and implement solutions to help businesses achieve their goals. This course can help build skills in budgeting and financial planning, which are essential for success as a Management Consultant.

See salaries and explore the career path for Management Consultant

Financial Advisor

Financial Advisors help individuals and families manage their finances. They provide advice on investments, retirement planning, and other financial matters. This course can help build a foundation in budgeting and financial planning, which are essential for success as a Financial Advisor.

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Business Analyst

Business Analysts help businesses and organizations improve their operations. They analyze business processes, identify areas for improvement, and develop and implement solutions to help businesses achieve their goals. This course can help build skills in budgeting and financial planning, which are essential for success as a Business Analyst.

See salaries and explore the career path for Business Analyst

Project Manager

Project Managers lead and manage projects from start to finish. They plan and organize projects, track progress, and ensure that projects are completed on time and within budget. This course can help build skills in budgeting and financial planning, which are essential for success as a Project Manager.

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Operations Manager

Operations Managers oversee the day-to-day operations of a business or organization. They plan and organize operations, manage staff, and ensure that operations are running smoothly and efficiently. This course can help build skills in budgeting and financial planning, which are essential for success as an Operations Manager.

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Auditor

Auditors examine and evaluate financial records to ensure that they are accurate and complete. They also provide advice on internal controls and financial reporting. This course can help build a foundation in budgeting and financial planning, which are essential for success as an Auditor.

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Accountant

Accountants prepare and maintain financial records for businesses and organizations. They also prepare tax returns and provide advice on financial matters. This course can help build a foundation in budgeting and financial planning, which are essential for success as an Accountant.

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Tax Preparer

Tax Preparers prepare and file tax returns for individuals and businesses. They also provide advice on tax laws and regulations. This course can help build a foundation in budgeting and financial planning, which are essential for success as a Tax Preparer.

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Loan Officer

Loan Officers evaluate loan applications and make lending decisions. They also provide advice on loan products and terms. This course can help build skills in budgeting and financial planning, which are helpful in the role of a Loan Officer.

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Marketing Manager

Marketing Managers oversee the marketing functions of a business or organization. They also provide advice on marketing strategies and campaigns. This course may be helpful to build a foundation in budgeting and financial planning, which may be useful in the role of a Marketing Manager.

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Insurance Agent

Insurance Agents sell insurance products to individuals and businesses. They also provide advice on insurance coverage and risks. This course may be helpful to build a foundation in budgeting and financial planning, which may be useful in the role of an Insurance Agent.

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Real Estate Agent

Real Estate Agents help clients buy, sell, and rent property. They also provide advice on real estate markets and trends. This course may be helpful to build a foundation in budgeting and financial planning, which may be useful in the role of a Real Estate Agent.

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Human Resources Manager

Human Resources Managers oversee the human resources functions of a business or organization. They also provide advice on human resources policies and procedures. This course may be helpful to build a foundation in budgeting and financial planning, which may be useful in the role of a Human Resources Manager.

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