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Project Portfolio Management

Seven Financial Planning and Analysis Trends 2012

As we start the fourth quarter, having just come back from the annual Association for Financial Professionals (AFP) national conference, it seems like an appropriate time to reflect on the trends of the last year. Read on for seven financial…

Project Portfolio Management

How to Optimize Annual Budgeting to Increase Total Shareholder Return

In part one of this series, How to Use Annual Budgeting to Increase Total Shareholder Return I explained how most companies make minor changes in their budget allocations from year-to-year. I also referenced a recent McKinsey Quarterly study…

Project Portfolio Management

Using Annual Budgeting to Increase Shareholder Return

The link between a company’s strategy and the long-range planning process, which culminates in their annual budget, has always been, to put it nicely, a very loose one. For those of us close to the planning process, this has been a well-known…

Project Portfolio Management

The Role of Spreadsheets in a Long-Range Planning Process—Part 2

Part one of this series notes that 1) there are appropriate uses for spreadsheets in the planning process, 2) there is a key point at which spreadsheets fall short (alignment), and 3) an appropriate planning tool is one that makes the most of…

Project Portfolio Management

The Role of Spreadsheets in a Long-Range Planning Process—Part 1

On a recent Webcast, a finance professional asked me about the use of spreadsheets in the planning process. Because this is such a common theme, (over 70% of respondents said they use spreadsheets for their planning process) I decided to add…