Guide

Pilot's Annual Planning Playbook

Annual planning is often considered a technical process whereby a company lays out the financial roadmap for the upcoming year, but it can be more than that. When done well, the annual plan can act as a rallying cry for your growing team ensuring you’re all marching in the same direction. 

Pilot’s CFO Services team put together this playbook as a framework for thinking about your own annual planning process. In creating this guide, the team leverages their experience in driving the annual planning process for hundreds of Pilot customers and combined decades of experience from across industries. 

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Guide

Pilot's Annual Planning Playbook

Annual planning is often considered a technical process whereby a company lays out the financial roadmap for the upcoming year, but it can be more than that. When done well, the annual plan can act as a rallying cry for your growing team ensuring you’re all marching in the same direction. 

Pilot’s CFO Services team put together this playbook as a framework for thinking about your own annual planning process. In creating this guide, the team leverages their experience in driving the annual planning process for hundreds of Pilot customers and combined decades of experience from across industries. 

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Guide

Pilot's Annual Planning Playbook

Annual planning is often considered a technical process whereby a company lays out the financial roadmap for the upcoming year, but it can be more than that. When done well, the annual plan can act as a rallying cry for your growing team ensuring you’re all marching in the same direction. 

Pilot’s CFO Services team put together this playbook as a framework for thinking about your own annual planning process. In creating this guide, the team leverages their experience in driving the annual planning process for hundreds of Pilot customers and combined decades of experience from across industries. 

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Guide

Pilot's Annual Planning Playbook

Annual planning is often considered a technical process whereby a company lays out the financial roadmap for the upcoming year, but it can be more than that. When done well, the annual plan can act as a rallying cry for your growing team ensuring you’re all marching in the same direction. 

Pilot’s CFO Services team put together this playbook as a framework for thinking about your own annual planning process. In creating this guide, the team leverages their experience in driving the annual planning process for hundreds of Pilot customers and combined decades of experience from across industries. 

Get instant access

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What's inside:

  • A phased-approach to annual planning
  • Key stakeholders, roles and responsibilities
  • Fiscal considerations, by stage
  • Downloadable templates
  • and more!
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In the early stages of a startup, the entire budgeting process is primarily founder-driven. As the company grows, founders start to rely on department leads to manage predetermined budgets. As a result, you’ll need to defer more responsibility for planning to departments. That's where the annual planning process steps in.