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Strategy Before Budget: Building an Annual Operating Plan That Works
Every CEO knows the importance of an annual plan, but too often, budgets take the lead. In this 4M Strategies™ podcast, Carl J. Cox, CEO of 40 Strategy & 40 Accounting, and Glenn Gow explain why strategy must come first. Learn how to create a plan that drives results while staying flexible to adapt throughout the year.
Key Insights
- Start with strategy. Budgets should follow, supporting the agreed-upon plan.
- Activity-based budgeting. Leaders propose budgets aligned with their goals.
- Quarterly flexibility. Reassess progress every 90 days and make adjustments.
How OKRs Make a Difference
Frameworks like Objectives and Key Results (OKRs) help track progress and realign priorities. Glenn shares how CEOs can leverage OKRs to ensure continuous improvement and strategic focus.
Take Action
Whether you’re ahead on sales or adjusting for profitability, this episode equips you with the tools to allocate resources effectively.
🎧Let us help with your budgeting needs!
Listen now and empower your team with a plan that works.
Podcast Sponsor: Oswego Private Wealth Management
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