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Adaptive Planning: Moving Beyond the Fiscal Year

Explore the shift from budgeting to planning, with insights on strategy, flexibility, and collaboration in cloud-based systems for long-term financial stability and growth.

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Adaptive Planning: Moving Beyond the Fiscal Year

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  1. Adaptive Planning: Moving Beyond the Fiscal Year AGA Southern Arizona Chapter November 8, 2017

  2. Budgeting versus Planning

  3. Three points to consider

  4. ScopeApproachTerm

  5. ScopeApproachTerm

  6. Foresight versus sight

  7. Foresight versus sight

  8. ScopeApproachTerm

  9. Strategy versus Tactics

  10. Strategy versus Tactics

  11. Tactics

  12. ScopeApproachTerm

  13. Short-termmanagementversus long-term

  14. 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Short-term versus long-termmanagement

  15. ScopeApproachTermBudgeting versus Planning

  16. Budgeting

  17. Budgeting

  18. Budgeting tells you where you are today, assists with tactics of money management, maintains short-term financial health

  19. Planning

  20. Planning

  21. Planning tells you where you are going, assists in strategy with resources, empowers long-term financial goals

  22. Adaptive Planning offersflexiblebudgeting and planningwith collaboration in the cloudusing system-connected spreadsheets

  23. Flexibility

  24. Flexibility means we are nimble: able to quickly change and collaborate in order to strategically progress and grow

  25. Adaptive Planning offersflexiblebudgeting and planningwith collaboration in the cloudusing system-connected spreadsheets

  26. We need to collaborate, but much resides in disconnected spreadsheets

  27. Adaptive Planning offersflexiblebudgeting and planningwith collaboration in the cloudusing system-connected spreadsheets

  28. Adaptive Planning is like having shared spreadsheets in the cloud

  29. Cloud-based means available anywhere

  30. Sharing abilities empower collaboration, keeping teams on the same page

  31. Adaptive Planning offersflexiblebudgeting and planningwith collaboration in the cloudusing system-connected spreadsheets

  32. Spreadsheets are automatically connected to each other and to enterprise systems

  33. This meansNo more broken links or errors in spreadsheets

  34. Spreadsheets are automatically connected to each other and to enterprise systems

  35. Reduce or end shadow bookkeeping

  36. Adaptive Planning offersflexiblebudgeting and planningwith collaboration in the cloudusing system-connected spreadsheets

  37. The Adaptive Suite An entire platform of tools

  38. PlanningReportingOfficeConnectPlanning for Excel Discovery

  39. PlanningReportingOfficeConnectPlanning for Excel

  40. Planning

  41. PlanningReportingOfficeConnectPlanning for Excel

  42. Reporting

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