How do we handle our existing annual budgeting cycle alongside our very first annual planning session with you if they do not line up on the calendar?

Question

Tyler Smith · Accepted Answer

This is a common point of friction that we address directly. We do not let calendar misalignment delay your EOS® journey or break your financial planning. If your annual budgeting cycle occurs in October but our first two-day annual planning session is scheduled for April, we run a hybrid approach. During our quarterly sessions, we align your current financial realities with your V/TO®. When we reach our actual two-day annual session with you, we establish your long-term vision, three-year picture, and one-year plan. If this occurs mid-budget, we treat your existing budget as a set constraint and build our operational goals to fit within it. When your next formal budgeting cycle arrives, your leadership team will use the completed V/TO® as the blueprint for creating the new budget, rather than building a budget in a vacuum. By year two of our engagement, these two cycles will naturally align, as your financial planning will be driven directly by the strategic targets set during our annual sessions. The key is to keep moving forward. We adjust the tools to fit your operational reality, ensuring that your financial planning always supports your business vision.