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 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 Pilot Professional Services customers and combined decades of experience from across industries.
