Succeed as a First-Time Manager: The Fundamentals of Business Planning and...

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The Digital Media Centre

County Way


S70 2JW

United Kingdom

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Event description


This Masterclass will help managers and staff to understand the business planning cycle, processes used to develop plans and the manager’s role in it. Current business examples will be used to explain the importance of planning and what happens when it goes wrong.
It describes activities in all parts of a business from Marketing, to Finance and Operations and demonstrates how plans come together.
Methods for deploying enterprise wide planning will be shown and the importance of collaboration discussed.
This session helps managers understand why the planning process is important and the business planning cycles and processes used to develop long and short-term plans. It covers techniques such as SWOT, PESTEL, Sales and Operational Planning and the Balanced Scorecard and discusses the roles of all functions within a business from Marketing, to Finance and Operations and demonstrates how teams must work to make plans come together.

This Masterclass is complimented by Succeed as a First-Time Manager – Personal Leadership and the Responsibilities of a Manager (Barnsley) and Succeed as a first time manager - Building an effective Team and successful communication, engagement and performance management (Barnsley) Masterclasses.

Session Content

The Masterclass will look at:

  • The importance of planning and the business planning cycles
  • Methods and techniques for performance monitoring
  • Processes for decision making and review
  • Facilitator led discussion on business planning cycle
  • Feedback and insights: group discussion and sharing of own experiences
  • Facilitator led discussion on performance monitoring including the difference between inputs and outputs as measure
  • Feedback and insights: group discussion and sharing of own experience
  • Facilitator led discussion on decision making and review with practice exercises
  • Feedback and insights: group discussion and sharing of own experiences

What are the benefits to my business?

  • Managers and staff with increased confidence to input into the business planning cycle
  • Managers and staff with an ability to contribute to decision making, taking action through their teams to improve the business performance

Who is the masterclass for?

This Masterclass is for all growing SMEs within the Sheffield City Region, as long as the below eligibility criteria is met.

These Masterclasses are designed for those who have taken on a planning role for the first time, aspire to do so or are responsible for the management of planning. They will be equally useful for people who have been in their role for some time and would like to refresh their skills and knowledge.

They are suitable for managers working in all business sectors.

Who is leading it?

Richard Coombes will lead the session. Richard worked as a Production Director, a Sales and Marketing Director and as Chief Executive of manufacturing businesses before coming to training and consultancy.

His wide-ranging, multi-functional experience enables him to work successfully in all areas of an organisation and across all business sectors.

He founded and developed Ltd from scratch, building an organisation with experienced staff and establishing a brand name with a good reputation for over delivery, problem solving, cost reduction and profitability improvement.

His primary expertise is in leading organisations or programmes requiring major transformation, change or turnaround and with his consulting clients, he has successfully utilised these skills in Situation Analysis, organisational change, programme management, performance management, process and product costing and the introduction of Lean Systems through Business Process Redesign.

He has delivered training courses in Activity Based Costing and Zero-Based Budgeting for Association of Chartered Certified Accountants (ACCA) and many in-house courses aimed at improving the Commercial skills of organisations.


Only one registration per business via Eventbrite will be confirmed. If additional people from your business would like to attend, they can be added to a waiting list by emailing with the business name, name of additional attendee and contact telephone number. If this Masterclass isn’t fully subscribed upon the closure of registrations, we will contact you to offer the additional place. The waiting list will be prioritised on a first come first served basis. Businesses that register more than one attendee via Eventbrite will be contacted and asked to nominate one person to attend.

This masterclass is open to small and medium-sized enterprises based in the Sheffield City Region. If you are unsure whether you fall into this region you can use the postcode checker here: A part of your busiuness must be based in one of the following districts:

Barnsley, Bassetlaw, Bolsover, Chesterfield, Derbyshire Dales, Doncaster, North East Derbyshire. Rotherham or Sheffield.

To find out if your business meets the definition for Small and Medium-sized Enterprises (SME), please visit:

Please note that if your firm that is part of a larger Group you may need to include staff headcount, turnover, balance sheet data for the Group too, to ascertain whether it is eligible.

We are pleased to be able to provide this masterclass free of charge due to funding from the European Regional Development Fund. There are a number of eligibility criteria for attendees which we will check using the online registration questions and in a phone call to every attendee prior to the event.


Q/ Do i need to bring anything on the day?

A/ During the Masterclass we will discuss planning and performance monitoring methods and it would be helpful if delegates could bring non-sensitive information regarding the way these things are carried out in their own business. This information will be used to enable the attendees to explore different approaches and to evaluate the success of the methods used, leading to a development or improvement plan for the delegate to take back to their own business.

Q/ How can I contact the organiser with any questions?

A/ Email

Q/ What are my transport/parking options for getting to and from the event?

A/ The Digital Media Centre is easily reached by car and is 200 yards away from the Barnsley rail station. Fully accessible to disabled visitors

Q/ How accessible is the venue?

A/ Fully accessible to disabled visitors

Q/ I would like to bring a colleague, is this ok?

A/ No, only one attendee per company is permitted.

Q/ Will refreshments be provided?

A/ Tea and coffee will be provided at the start of the MasterClass and during the morning

This event will be delivered by the ‘Sheffield City Region Growth Hub Enhancement Project’ that is part-funded by the England European Regional Development Fund as part of the European Structural and Investment Funds Growth Programme 2014-2020. The project, for high-growth businesses in the Sheffield City Region, aims to increase their competitiveness and so help them grow and prosper.

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The Digital Media Centre

County Way


S70 2JW

United Kingdom

View Map

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