Tag Archives: Planning

Plan Evolution

Here is a sequence leading to a fully developed financial plan that the CEO, top team, broader leadership team, board, and employees all buy-in to achieving:

Senior Team (SMT) takes the broader leadership offsite to review where we were, where we are, and where we’re headed, what we’re proud of and what we need to work on next following the script laid out here. In this forum take both a high-level top-down and beginning to form a bottom up view of the financial plan but it’s not mostly about the numbers…it’s more about strategy…what’s working, what’s not, what is possible, what do we want to do, and what are we going to do. This sets the context for the top down aspirational view of the future to iterate and come together with the bottom up view during the detail planning.

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