Budgeting and Planning - A Mid-Size Companies Success Tool

Many Finance Executives at mid-size companies- Increases organizational alertness
feel "trapped in the middle" - bigger but less agile- Makes deep the operational insight for company
as an organization than they were previously, butas a whole
smaller and without the resources of their largerThe role of strategy in a Quality Process
competitors. Generally believing, financeWhile examining how to make budgeting more
executives at mid-size companies have a real andstrategic. The CEO has a strategy or vision for
direct opportunity to create positive change inthe business, but how well does the budget
their companies by making their budgeting andreflect it? Quality in this sense is the alignment of
planning more effective.the budget to the company's strategy. All too
Bringing to your consideration, Budgeting andfrequently, when we ask companies to connect
Planning need some necessary steps:their strategic objectives to their budget, we find
- Shape the budget with company strategythere are gaps between what senior
- Increase the accuracy of forecasting, planningmanagement sees as its priorities and funding for
and budgetingspecific activities because there is no clear link
- Improve company ability with effectivebetween the two. To create these links, the
budgeting, planning and reviewstrategy must be specific. In budget reviews,
- Provide better insight to company-widebusiness unit managers must demonstrate how
performancetheir objectives and the funding they need to
- Improve the quality of budget processachieve their objectives (people, advertising,
Improving the quality of your Budget Processcapital, materials, etc.) to the corporate strategy.
Does your company have a quality budgeting andThus, Budget planning accounting professional
planning process?should be highly trained and with the professional
A "quality" process is one that:skills.
- Promotes accuracy