For entrepreneurs or those in management roles, the moment calls for strategic planning not only to ensure the company’s financial viability but also to foster sustainable growth.
In current times, the advantage is that technology is an ally. There are specific innovation solutions for business financial strategic planning: for insights, data collection and analysis, and creating reports that support managers in outlining the most appropriate actions and the best path for the business. All to avoid being part of a drastic statistic: every four minutes, a company closes its doors in Brazil, according to the Mapa das Empresas by the federal government.
For executive Alysson Guimarães, founder and CEO of LeverPro, which specializes in innovation solutions and reporting for financial management of medium and large companies, methodology and discipline are essential. Therefore, the startup has developed and made available in the market a free checklist for annual strategic financial planning.
The material, available digitally, can be accessed through a simple and quick registration via the link <https://lp.leverpro.com.br/checklist-planejamento-anual>. ‘We know that annual financial planning is complex. However, it is strategic, it is fundamental for business sustainability. So, we decided to offer this first step, which is this checklist,’ says Guimarães.
The checklist includes over 100 items, divided into nine groups: strategic planning, data collection, scenario planning, departmental coordination, finance-independent tasks, preliminary budget creation, executive review, finalization and approval, and implementation and monitoring. Next to each item, the material provides a text summarizing recommended actions and measures.
The material also highlights steps for data collection. In this regard, leveraging the organization’s historical data, projecting according to current trends, involving stakeholders, using automation tools, and making adjustments in light of potential events that could impact the budget (such as hiring and investments) are among the guidelines developed by LeverPro. Tables listing revenue, expense, asset, and liability items, with explanations of what comprises such items, complement the ‘data collection’ topic of the material.
Finally, the startup draws attention to the importance of report generation, offering 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 standardizing reports. Similarly, in this topic, relevant revenue, expense, asset, and liability items are explained.
‘Financial strategic planning sets the foundation for financial success throughout the entire year. Therefore, it deserves dedication, effort, care—the ‘excess’ of these ingredients is never too much,’ notes the CEO of LeverPro. ‘For this,’ he continues, ‘it is important to understand the key deliverables, create a schedule. The decisions made during planning have repercussions throughout the year.’
