Managers often make decisions that affect how resources are used. Budget planning helps managers estimate costs, track spending, and adjust resource allocation when conditions change. This module introduces budgeting practices that help managers make informed operational decisions. Learners explore how managers forecast spending, compare planned versus actual costs, and adjust budgets based on changing project needs. Instructional demonstrations show how managers organize budget information using Excel and review spending patterns during planning discussions.

Managers frequently encounter operational problems that affect productivity or quality. Structured problem-solving techniques help managers identify root causes and implement improvements that prevent recurring issues. This module introduces diagnostic methods for analyzing operational challenges. Learners explore how managers facilitate problem-solving discussions, identify root causes, and design corrective actions. Instructional demonstrations show how managers facilitate a problem-solving session using Microsoft Whiteboard and track improvement actions using a shared task list.

Managers regularly review operational information when making decisions about priorities, resource allocation, and process improvements. Generative AI tools can assist by summarizing data, identifying patterns, and generating draft planning ideas. This module introduces how AI tools can support the preparation of managerial decisions. Learners examine examples of AI systems summarizing project information, generating planning notes, and assisting brainstorming activities. Instructional demonstrations show how managers can use Microsoft Copilot to summarize information from Excel spreadsheets and support planning discussions or brainstorming sessions in Microsoft Whiteboard. The module emphasizes that AI outputs should be treated as suggestions rather than decisions. Managers remain responsible for reviewing AI-generated recommendations and applying their own judgment before acting on them.