Manufacturing Project Modeling


Design and create a financial model to help decide whether a company should modify and/or expand its production facilities

Many professionals build models to assess the impact and feasibility of undertaking new projects. This course reviews project economic concepts and focuses on the skills required to design and create a financial model to help a company decide whether it should invest in a new project. The course material includes model design, logic, construction, financial concepts and accounting treatment. Various intermediate Excel tools along with helpful keyboard shortcuts will also be covered throughout the course.




1 – 2 days, depending on the amount of material to be covered

Learning Topics

Review Project Economics Concepts

  • Discuss key business concepts that impact any project

Design and Structure a Financial Model

  • Design and layout a financial model clearly and logically
  • Discuss the need for a model to serve as a marketing tool
  • Create clearly defined inputs and assumptions sections
  • Connect strings of data to create assumptions and footnotes

Build Scenarios and Financial Forecasts

  • Use switches to create effective scenarios and value drivers
  • Forecast and build-up the project’s revenues and expenses
  • Develop a cash flow projection for the project
  • Incorporate widely used financial and arithmetic functions
  • Use logical functions to create complex formulas

Evaluate the Project

  • Incorporate a schedule to evaluate the project’s returns
  • Build a strong summary page to display the results
  • Use various sensitivity tools to sensitize the project’s returns
  • Conditionally format output tables to highlight specified results
  • Set up print ranges to optimize the appearance of printed output
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