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Strategic Planning For FP&A: Guide to Identifying Key Questions To Answer
As strategic planning starts to pick up for most companies, finance teams should start to zero in on the most important strategic questions facing the company. 🎯 Do you know how to do this? Here’s a practical guide to identify strategic issues that need to be addressed: 🔍𝗦𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 Strategic questions are often →
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Strategic Planning For FP&A: How To Nail The Kickoff Meeting
You’re in FP&A and the CFO suddenly asks you to lead strategic planning out of the blue. You just joined a few weeks ago.⚡Do you know where to start? There is a lot to consider, but one of the first steps is a kickoff meeting with senior leaders. Here are some practical questions (not exhaustive) to cover →
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Strategic Planning For FP&A: Helpful Strategic Frameworks
Stop being just the FP&A reporting team—lean into strategy. This post shares a practical framework any FP&A leader can apply to sharpen strategic thinking. 🎯 In Good Strategy / Bad Strategy, Richard Rumelt introduces the “kernel of strategy” and breaks it down into three components:• Diagnosis• Guiding Policy• Coherent Actions I’m using this as the →
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Strategic Planning For FP&A: 4 roles That Are Essential
Strategic planning isn’t easy. When multiple teams and diverse skills come together, the process can go off the rails. 🛤️ Based on my past experiences, I have realized that there are four roles that are essential for successful strategic planning. Some people can play multiple roles, and multiple people may help execute a role, but →
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Strategic Planning For FP&A: What Is It? What is FP&A’s Role?
Q2 is when many companies kick off strategic planning, and this process is one of the best opportunities for FP&A to help drive impact. The stakes are high, as bad decisions or lack of action could hurt the company’s growth or focus. Over a series of posts, I’m going to share what I have learned →
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