Corporate Financial Planning & Budgeting
Comprehensive guides on annual budgeting, zero-based budgeting, capital allocation, cash flow planning, and long-range planning models.
10 Articles
Capital Allocation Strategies for Growth Companies
Explore proven capital allocation frameworks for growth-stage companies, including how to balance investment in growth with financial discipline and when…
Cash Flow Planning for Finance Teams
A practical guide to building and maintaining a cash flow planning process, including the 13-week cash flow model, scenario analysis,…
Building a Rolling Budget Process
Learn how to transition from a static annual budget to a rolling budget process that keeps your financial plan current,…
Zero-Based Budgeting: A Practical Guide
Learn how to implement zero-based budgeting in your organization, including when it makes sense, how to structure the process, and…
Strategic Planning Cycles and Frameworks
A guide to designing and executing strategic planning cycles that connect long-term vision to annual budgets, including proven frameworks and…
Departmental Budget Ownership and Accountability
How to build a culture of budget ownership across your organization, including RACI frameworks, training approaches, and accountability mechanisms that…
Long-Range Planning (LRP) Models
How to build and maintain a long-range planning model that supports strategic decision-making, including model architecture, key assumptions, and governance…
Budget vs Actual Analysis Best Practices
Master the budget vs actual analysis process with practical frameworks for variance investigation, materiality thresholds, and reporting cadences that drive…
Annual Budgeting Process Step by Step
A comprehensive walkthrough of the annual budgeting process, from initial planning through board approval, with practical timelines and stakeholder management…
OpEx vs CapEx: Classification and Planning
A comprehensive guide to distinguishing operating expenses from capital expenditures, including classification rules, planning considerations, and the financial impact of…