For those who undertake or work in management roles, the moment calls for strategic planning to not only ensure the financial viability of the company, how to provide sustainable growth
In current times, the advantage is that technology is an ally. There are specific innovation solutions for corporate financial strategic planning: for insights, data collection and analysis and creation of reports that support the manager in outlining the most appropriate actions and the best path for the business. Everything to avoid being part of a drastic statistic: every four minutes, a company closes its doors in Brazil, according to the Map of Companies, of the federal government
For the executive Alysson Guimarães, founder and CEO of LeverPro, specialized in innovation solutions and reporting for financial management of medium and large companies, methodology and discipline are fundamental. That's why, a startup developed and made available for free in the market a checklist for annual strategic financial planning
The material, digitally available, can be accessed through a simple and quick registration, through the link <https://lp.leverpro.com.br/checklist-planejamento-anual>. We know that annual financial planning is complex. However, it is strategic, it is essential for business sustainability. So, we decided to offer this first step, what is this checklist, affirms Guimarães
The checklist includes more than 100 items, divided into nine groups: strategic planning, data collection, scenario planning, departmental coordination, independent finance tasks, creation of preliminary budget, executive review, finalization and approval, and implementation and monitoring. Next to each item, the material brings a text summarizing recommended actions and measures
The material also highlights steps for data collection. At this point, leverage the organization's historical data, design according to current trends, involve stakeholders, using automation tools and making adjustments in light of potential events that impact the budget (such as hiring and investments) are among the guidelines developed by LeverPro. Tables listing recipe items, expenses, assets and liabilities, with explanations about what such items consist of, complement the topic "data collection" of the material
Finally, a startup draws attention to the relevance of report generation, giving tips on how to proceed. For example, using financial planning software, preparing communications and other texts in advance, pre-scheduling meetings, planning multiple scenarios and establishing standardization of reports. Likewise in this topic, recipe items, expenses, applicable assets and liabilities are explained
"Financial strategic planning sets the foundation for financial success throughout the year". Therefore, deserves dedication, commitment, zeal – the 'excess' of these ingredients is never too much, marks the CEO of LeverPro. "For that", continue, it is important to understand the main deliveries, create a schedule. The decisions made at the time of planning have repercussions throughout the year
