A happier annual budgeting process

Photo by John Peters on Unsplash

When I had more junior finance roles in larger organisations, I often found the annual budgeting process to be somewhere between traumatic and soul-destroying. Week after week of meetings and emails and multiple versions of clunky spreadsheets.

So when I became a Finance Director, I thought long and hard about what made organisational budgeting so awful. I then identified four key components of a happier budgeting process;

  • alignment
  • training
  • tools
  • trust

This post explores these further.

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