Using the CAPACITY Model for Business Planning

The CAPACITY model developed by FSMD and owned by the Housing Corporation and the National Housing Federation is available free of charge to all housing associations in England.

Design: The course is designed with an emphasis on practical use of the CAPACITY model. It is computer based with participants using their own laptops (or sharing one between two if so desired).

Real but disguised RSL case studies are used to illustrate the forecasting routines and the financial analysis package.

The seminar also demonstrates the support facilities of the CAPACITY website. If time allows participants can ‘de-bug’, study and review their own RSL’s own data, if available

For this reason attendance is limited to a maximum of 16.

Content: Based on surveys of the requirements of recent participants the course content is as follows:

1/4 day introduction to main functions of the CAPACITY model
1/2 day on understanding the analysis
1/4 day on data issues and the use of sensitivities & scenarios

Anyone interested in Excel-based financial modelling should consider our course on Business Planning Models for HAs.

Outline Timetable
8.30 for 9.00 - 9.30 Registration and Coffee
9.30 - 10.00 Introductions. How to Use the Model
10.00 - 10.20 How the Forecast Works
10.20 - 10.40 How Reconciliation Works
10.40 - 10.55 Coffee
10.55 - 12.15 Understanding the Analysis
12.15 - 1.00 Lunch
1.00 - 1.20 Understanding the Analysis
1.20 - 1.45 Data Input Issues
1.45 - 2.15 Scenarios and Sensitivities
2.15 - 3.00 Scenarios and Sensitivities
3.00 - 3.15 Tea
3.15 - 3.40 Consolidation
3.40 - 5.00 Using CAPACITY in Planning

Summary

Level: All levels of familiarity with CAPACITY
PC: Bring own laptop with Excel 2000 or later
Take-away: One or two real examples of full business plan models