The annual planning process is a prime opportunity for you to create value for your client. Any insight you provide helps foster a better understanding of their business, finances, and potential future.
But annual planning is also packed with jargon, technical work, and navigating difficult topics.
The difference between good and bad annual planning isn’t necessarily the end result, but the process of getting there.
How you talk about annual planning and each step in the journey will decide whether your client leaves with an accurate and effective plan for the year ahead. Here are the steps to do it right. Read the full article on The Woodard Report.
Setting the Table For the Conversation
Asking Impactful Questions
Translating Ideas To Numbers (and Vice Versa)
Walkthroughs of Assumptions
Employing Visual Aids
Leveraging Dynamic Reporting
Mike Triantos
Mike Triantos is the VP of Sales and Marketing at Jirav. Mike works closely with the product, engineering, and professional services teams at Jirav to provide world-class FP&A solutions that are purpose-built for finance teams and accounting firms. Prior to Jirav, Mike served in multiple executive roles at three HR industry disruptors—Gusto, where he served as Head of Partnerships and Business Development and was instrumental in building Gusto for Partners; TriNet, where he served as Chief Client Officer and played an integral role in developing TriNet's sales, marketing, and channel strategy; and Zuman, where he was co-founder and Chief Revenue Officer.
Published
November 26, 2023
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