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How to sell the move away from annual planning
By David Parmenter
As we will know from past experiences this sales process is not easy and can be prone to failure. I would argue that more than half the initiatives that are declined, at the concept stage, were under sold. In other words, given the right approach […]
Why annual planning and budgeting is broken
By David Parmenter
The annual budgeting/planning process is part of the trifecta of lost opportunities for a corporate accountant. The other two being the year-end accounts and the monthly accounts processes. All three exercises keep the corporate accountant locked into processing and reporting leaving little time for added value activities. […]
By David Parmenter
These annual budgeting & planning templates come from “An Annual Plan in Two Weeks or Less Toolkit” (Whitepaper + e-templates). This toolkit is currently on sale (over 40% discount) and comes with over 20 electronic templates including those shown below.
To buy the “An Annual Plan in Two Weeks or Less […]
By David Parmenter
The annual planning process is part of the trifecta of lost opportunities for a corporate accountant. The other two being the year-end accounts and the monthly accounts processes. All three exercises keep the corporate accountant locked into processing and reporting leaving little time for added value activities. It is interesting to note that […]
The 8 myths around annual planning
By David Parmenter
Myth 1: There is a need to set annual targets
It is a myth that we know what good performance will look like before the year starts and, thus, it is a myth that we can set relevant annual targets. In reality, as former CEO of General Electric, Jack […]
Five annual budgeting steps you need to take
By David Parmenter
These five efficient annual planning processes support the eight annual planning foundation stone in another article.
1. Hold a focus group workshop to get the go ahead oracles
A focus group needs to be formed. The workshop is important for a number of reasons:
moving from 4 months to 2 […]
By David Parmenter
In earlier articles I have argued, quite strongly, that the annual planning process is part of the trifecta of lost opportunities for a corporate accountant. The future is the total abandonment of the annual process as it should be replaced by a rolling quarterly, 6 quarters outlook.
But, we first need to move the […]
Read David’s articles.
Time to get rolling (planning) AB UK Sept 2014
Getting ready for rolling planning AB Oct 2014
Roll model AB NovDec2014
Why annual planning and budgeting is broken
The 8 myths around annual budgeting and planning
The Nine Foundation Stones of a Rapid Annual Planning Process
The 10 common problems with spreadsheets
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Groundbreaking Toolkit (80 page whitepaper +Etemplates) that fixes annual planning nightmares (late nights, errors, too much detail)
The annual plan is wrong as soon as the ink has dried
The annual planning process is part of the trifecta of lost opportunities for a corporate accountant. The other two being the year-end accounts and the monthly accounts processes. Annual planning may […]
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