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TEMPLATE

Business Budget Planning Worksheet

An efficient, effective budget planning process paves the way for better forecasting and strategizing, especially in the face of uncertainty.

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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

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