Operational Business Planning – Creating Clarity for Better Decisions

Trainer

Daniel Matter
2 days

Form & Goals

The workshop is entirely interactive and practical with numerous individual and group works, video clips and current case studies from Switzerland and internationally.

Format

By the end of this workshop, you will have transformed your vision into a fully documented business plan and a comprehensive set of four-year financial projections. You will walk away with a ready-to-implement roadmap and the financial clarity needed to lead your business with confidence.

Participants

Attendance is open to anyone.

Seminar files

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Next seminar date

18/02/2026 -

19/02/2026

From: 9:00 am
End: 5:00 pm

Register Now

Seminar: Operational Business Planning – Creating Clarity for Better Decisions
Date: 18/02/2026

Content

In a rapidly evolving economy, passion alone cannot sustain a business. You need a structured roadmap and a firm grip on your finances. Consequently, this intensive two-day workshop helps leaders transform ideas into professional business plans. Furthermore, you will master the financial tools necessary for long-term stability.

The Goal: By the end of this workshop, you will have a fully documented business plan. Additionally, you will complete a comprehensive set of four-year financial projections.

Led by Daniel Matter, an experienced coach with over eight years in the BPN network, this workshop bridges the gap between vision and execution. By drawing on global expertise and local insights, Daniel provides the clarity and structure needed to build a resilient company.

What to Expect

The workshop is divided into two focused pillars: Strategic Planning and Financial Management.

First, participants learn to translate their business vision into a structured, customer-oriented plan. Using proven frameworks, Daniel guides you through an analysis of your market and competitors. As a result, you ensure your business model is both feasible and competitive.

Next, the focus shifts to the numbers. You will demystify accounting and learn to use essential management tools. Specifically, you will project income, manage costs, and evaluate profitability. Ultimately, the transition from theory to practice is seamless, allowing you to use your own data for informed decisions.

What You’ll Gain

During the sessions, participants will explore:

  • Structured Planning: How to put complex ideas clearly and systematically onto paper.

  • Market Intelligence: How to analyze market environments, customer needs, and competitive threats.

  • Strategic Implementation: How to set realistic timelines and concrete action plans.

  • Financial Projections: How to prepare a projected income statement for the next four financial years.

  • Cash Flow Management: How to effectively track accounts receivable and operating costs.

  • Management by Numbers: How to use daily accounting data to make data-driven decisions.

  • Expert Support: Access to individual coaching sessions with Daniel to refine your plan.