Course Information

Annual Operating Planning Skills

Annual Operating Plan Skills

Guides learners to build annual operating plans based on data, targets, resources, budgets and periodic review mechanisms.

Facilitator guiding communication skills for a corporate management team

Faculty presentation in a training class

Learners participating in training activities

Discussion in a corporate training program

Overview of an in-house corporate training class

Facilitator guiding learners through practice

Group photo of learners at the end of the course

Table of Contents

Course Overview
Training Objectives
Target Participants
Course Content
Training Methodology
Class Information
Materials and Certification
Faculty Team
Masterskills Profile
Representative Clients

1. Course Overview

Annual operating plans help the organization and functional units align objectives, targets, resources and action programs to be implemented in one business cycle.

The course “Annual Operating Planning Skills” focuses on the AOP process: analyzing input data, setting annual objectives, building action programs, allocating resources, preparing budgets and controlling risks.

Unlike short-term work plans, this program focuses on building an annual plan that links business objectives, departments and follow-up mechanisms throughout the planning cycle.

2. Training Objectives

Identify the data and assumptions required for the AOP process.
Convert business direction into annual operating objectives and targets.
Build action programs for each function or department.
Allocate resources and prepare budgets aligned with plan priorities.
Identify risks and build response options in the AOP.
Establish mechanisms to review, evaluate and adjust the plan periodically.

3. Target Participants

Executive board and functional directorsParticipate in building, approving or coordinating annual operating plans.
Department heads, deputy department heads and middle managersAre responsible for building the unit’s annual plan and linking it with organizational objectives.
Planning, finance, HR, marketing, production or operations personnelParticipate in consolidating data, resources and budgets and monitoring the AOP.

4. Course Content

Six content parts cover the full AOP cycle, from input data to budgeting, risks and plan adjustment.

PART 01Overview of Annual Operating Planning

Concept of AOP in organizational management.
Role of AOP in executive annual.
Link strategy with operational plans.
Differentiate AOP, budget and action plans.
Mindset planning based on data.
Common mistakes when preparing AOP.
Example: AOP lacks cross-department connection.
Discussion difficulties annual planning.

PART 02Analyzing Context and Input Data

Collect previous year business results.
Analyze market, customers, competitors.
Evaluate internal capabilities of each department.
Identify opportunities, risks, bottlenecks.
Identify key assumptions for plans.
Apply SWOT and PESTEL in AOP.
Exercise analyze input data.
Practice identify problems critical.

PART 03Setting Annual Goals and Targets

Convert strategy into objectives annual.
Define objectives revenue, costs, performance.
Allocate targets to relevant departments.
Set up KPIs to measure operating results.
Balance ambition with practical resources.
Use OKR in connect objectives.
Example: Objectives are ambitious but not feasible.
Exercise: Build an AOP objective set.

PART 04Building Action Plans and Resources

Convert objectives into initiatives trong diem.
Break initiatives into specific actions.
Identify people responsible for and deadlines.
Align people, budgets and required tools.
prioritize initiatives according to impact, resources.
Use WBS and RACI in implement.
Case many initiatives the missing resources.
Practice planning actions annual.

PART 05Lap budget and Kiem Soat Risks AOP

Uoc tinh revenue, costs, investment.
Balance budget according to objectives prioritize.
Identify assumptions finance quan trong.
Analyze risks influence plans annual.
Chuan bi scenario tot, co so, xau.
Use Scenario Planning in AOP.
Example budget lech do assumptions wrong.
Exercise prepare table risks plans.

PART 06Monitoring, Evaluating and Adjusting the AOP

Set up nhip review monthly, quy.
monitor KPI and budget practical.
Analyze wrong lech between plans and implementation.
adjust actions when context change.
Organize meetings AOP review effective.
standardize dashboard monitor plans annual.
Lap checklist planning AOP.
Commitment apply vao plans practical.

5. Training Methodology

The class is organized in small groups with a learner-centered approach. The facilitator provides concise input, then leads discussion, case practice, feedback and debriefing so learners need to convert knowledge into applicable workplace behaviors.

Group Discussion Individual Exercises Group Presentations Brainstorming Techniques Facilitator-Guided Practice Experiential Projects In-Class Activities Role-Play Activities Classroom Presentations

6. Class Information

Expected Opening	Schedule	Time	Location	Tuition Fee	Register
To be updated	Saturday – Sunday	08:30 – 16:30	Ho Chi Minh City	4.500.000 VND	Register
To be updated	Monday – Thursday	18:00 – 21:30	Hanoi	4.500.000 VND	Register

10% discount for registration at least 15 days in advance, groups of three or more learners, or loyal clients.Reserve a Seat

Note: The opening schedule is tentative and may be adjusted depending on registration numbers, class organization conditions and the actual training plan. Masterskills will confirm the official schedule with learners before the start date.

Duration: 2 days / 4 sessions; maximum 35 learners per class.
Ho Chi Minh City: 224 Dien Bien Phu Street, Ban Co Ward, Ho Chi Minh City.
Hanoi: 51 Le Dai Hanh Street, Hai Ba Trung Ward, Hanoi.
In-house corporate training: Delivered at the client’s office or factory; quotation depends on design scope, location and class size.
Additional costs: Trainer travel and accommodation costs are determined according to the delivery location, if applicable.

7. Learning Materials and Certification

Learners receive copyrighted course materials developed by Masterskills, practice handouts, self-assessment forms and reference materials closely aligned with business situations.

Copyrighted Course MaterialsStandardized content updated according to course objectives.

Practice ToolsChecklists, handouts, feedback templates and personal action plans.Explore Toolkits

Masterskills course completion certificate sample

Certificate of Completion

Learners who meet attendance and practice requirements receive a Masterskills certificate of completion.

8. Faculty Team

Masterskills faculty and experts have practical management, consulting and training experience in fields relevant to the program content.

MBA. Nguyen Duy Kha

Expert in strategy business & develop market. strategy ban hang, kenh phan phoi, managers business and leadership execution.

MBA. Dao Hoai Bac

Expert in management people & KPI – BSC. Management performance, KPI, BSC, culture organization and he thong management.

View Faculty Profiles

9. Masterskills Profile

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Masterskills’ training capabilities, areas of expertise, delivery methodology and experience partnering with organizations.

Client Feedback

“The course Annual Operating Planning Skills co content practical, activities practice bam sat work and cach guides clear. Giang vien helps learners use tool suitable, analyze case and build options need to apply vao work after program.”

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