Annual Planning and Budgeting

  • Extensive experience with over 10 clients on various annual planning and budgeting activities
    • Clarify 12-month objectives with CEO and identify challenges
    • Work with management team to create solutions, priorities, and alignment
    • Capture low-hanging fruit opportunities
    • Develop department goals for strong execution and accountability
    • Tie goals into financial budgets
    • Put into place regular progress tracking

Methodology