Free guide helps companies prepare for market swings in 2025

For those who undertake or work in management functions, the moment calls for strategic planning to not only ensure the financial viability of the company, but also provide sustainable growth.

In the current times, the advantage is that technology is an ally. There are specific innovation solutions for strategic business financial planning: for insights, data collection and analysis and creation of reports that support the manager in tracing 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, the federal government.

For executive Alysson Guimaraes, founder and CEO of LeverPro, specialized in innovation and reporting solutions for financial management of medium and large companies, methodology and discipline are fundamental. Therefore, the startup has prepared and made available for free in the market a checklist for annual strategic financial planning.

The material, available digitally, can be accessed by simple and quick registration, by 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 the sustainability of business. So we decided to offer this first step, which is this” checklist, says Guimaraes.

The checklist has 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 actions and recommended measures.

The material also highlights steps for data collection. At this point, take advantage of historical data of the organization, design according to current trends, involve stakeholders, use automation tools and make adjustments to the possibilities of events that impact the budget (such as hiring and investments) are among the guidelines developed by LeverPro. Tables listing items of revenue, expenses, assets and liabilities, with explanations about what make up such items, complement the topic “data collection of the material.

Finally, the startup draws attention to the relevance of reporting, 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. Equally in this topic, items of income, expenses, assets and liabilities are explained.

“The strategic financial planning lays the foundation for the financial success of the whole year. Therefore, deserves dedication, commitment, zeal & the (excess’ of these ingredients is never too much”, says the CEO of LeverPro. “For this”, “it is important to understand the main deliverables, create a schedule. The decisions made at the time of planning have repercussions throughout the year”.