What does our worksheet cover?
Our Budget Planning Worksheet is part checklist and part calendar, built from insights and best practices we’ve collected and used during our own client engagements. It will help you visualize and plan the entire process, ensuring the people and tasks involved stay on track and on time.
BUSINESS BUDGET PLANNING WORKSHEET
build a better budget, reap the rewards.
Kickoff meeting preparation
Inputs and assumptions from last year’s data
FP&A and stakeholder tasks and responsibilities
Leadership review
Budget model adjustments based on new information & review
Presentation to Board
Download the worksheet
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BUSINESS BUDGET PLANNING WORKSHEET
build a better budget, reap the rewards.
Kickoff meeting preparation
Inputs and assumptions from last year’s data
FP&A and stakeholder tasks and responsibilities
Leadership review
Budget model adjustments based on new information & review
Presentation to Board