Scenario Planning Simulation

In the simulation, participants will:

• Analyze current financial positions and market conditions

• Develop multiple plausible future scenarios with varying assumptions

• Create financial models projecting outcomes across different scenarios

• Allocate resources and capital based on scenario probabilities and impacts

• Adjust strategies in response to simulated market shocks and disruptions

• Present scenario-based recommendations to a simulated board of directors

• Revise plans as new information becomes available across rounds

• Balance short-term performance pressures with long-term resilience

• Understand and apply systematic scenario planning methodologies

• Identify key uncertainties and their potential impact on financial performance

• Develop flexible strategies that perform adequately across multiple futures

• Create financial models that incorporate scenario variables and assumptions

• Communicate scenario-based strategies effectively to diverse stakeholders

• Balance risk management with growth opportunities in uncertain environments

• Recognize early warning indicators that signal scenario unfolding

• Build organizational resilience through contingency planning

• Integrate quantitative analysis with qualitative strategic thinking

• Make confident decisions despite incomplete information and uncertainty

1. Briefing Phase Participants receive background on their financial institution, current market context, and strategic challenges.

** 2. Scenario Development** Teams research trends, identify critical uncertainties, and develop 3-4 plausible future scenarios.

3. Financial Modeling Participants build models projecting financial performance across different scenarios using provided templates and tools.

4. Strategic Decision-Making Teams allocate resources, set strategic priorities, and develop contingency plans based on their scenario analysis.

5. Implementation Round Initial decisions are implemented, and teams receive market feedback and results.

6. Disruption Injection Unexpected events test the resilience of participants' strategies.

7. Adjustment Phase Teams revise their approaches based on new information and changing conditions.

8. Presentation and Debrief Participants present their scenario strategies and receive detailed feedback on their decisions and outcomes.

• Who is the scenario planning simulation designed for? This simulation is ideal for finance professionals, business students, strategic planners, risk managers, and executives who need to make decisions in uncertain environments. It's particularly valuable for those in banking, investment management, corporate finance, and financial consulting roles.

• What background knowledge is required? Participants benefit from basic financial literacy but don't need advanced modeling skills. The simulation includes instructional materials covering foundational scenario planning concepts, financial modeling basics, and strategic decision frameworks.

• How long does the simulation typically run? The core simulation runs 4-6 hours but can be customized to shorter formats (2-3 hours for executive workshops) or extended with additional modules for deeper analysis (8-12 hours for academic courses).

• Can the simulation be customized for specific industries? Absolutely. While the base simulation focuses on financial services, we can tailor scenarios, data sets, and decision points for banking, insurance, asset management, fintech, or corporate treasury applications.

• What tools do participants use during the simulation? Participants work with simplified financial modeling templates, scenario planning canvases, decision dashboards, and presentation tools. All designed to be accessible without requiring specialized software.

• How does the simulation handle team versus individual participation? The simulation supports both formats. Team-based participation encourages collaboration and mirrors real organizational dynamics, while individual participation allows for personalized feedback on decision-making approaches.

• What makes this simulation different from traditional case studies? Unlike static case studies, this simulation provides dynamic feedback as decisions unfold, creates consequences for choices, and allows participants to course-correct—much like real financial environments.

• How is the simulation delivered for remote or hybrid teams? The platform is fully accessible online with video integration, collaborative workspaces, and real-time facilitator interaction, making it equally effective for remote, in-person, or hybrid delivery.

• Quality and plausibility of developed scenarios

• Analytical depth of financial models across scenarios

• Strategic adaptability and resilience of chosen approaches

• Effectiveness of contingency planning for disruptions

• Clarity and persuasiveness of scenario communications

• Collaborative decision-making and team dynamics

• Learning agility and adjustment based on feedback