CHECKLIST
Budget review
The steps to turn the budget from a shelved spreadsheet into a living tool for deciding.
What's inside
A good budget is not a perfect forecast, it is a living tool for deciding. The three mistakes that sink a budget most often are repeating last year with a percentage on top, setting the target without listening to whoever delivers it, and only opening the spreadsheet again in December. Use this list to review yours, from the assumptions to the forecast.
- Assumptions5
- Building it with the owners5
- Monthly tracking4
- Review and forecast4
- For whom
- Controllers, FP&A analysts, CFOs and managers who own a cost centre
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