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Financial Planning

Financial planning is the process of setting quantified financial targets and resource allocation plans for a defined future period, translating strategic objectives into a structured financial framework that guides operational decision-making. Financial planning encompasses the full planning cycle — from annual budgeting and multi-year strategic plans to rolling forecasts and scenario modelling — providing the financial expression of management's operational intentions and strategic priorities.

Why This Matters

Financial planning provides the quantified roadmap that connects strategic intent to operational execution. Without a structured financial plan, resource allocation decisions are made in isolation from strategic priorities, and performance cannot be assessed against any defined expectation. A well-designed financial planning process ensures that strategic objectives are translated into operational targets, that resources are allocated to the activities most likely to deliver those objectives, and that performance is monitored against a clear reference point throughout the planning period.

Where This Fits

This term sits within the Planning & Projections area of Performance & Control.

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