When it is time to start planning but the top team is maxed-out just keeping up with operations, outside help may be just the thing. But what kind of help is best to get? Continue reading Four Kinds of Help
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.