Scenario Planning
Model what-if cases on revenue, hiring and cost, and compare outcomes.
Strategic Planning
Connect the five-year plan to this month’s numbers
Set long-range targets for growth, margin and investment, cascade them into annual budgets and departmental KPIs, and track progress against them with actuals — in one model.
The problem
The problems Strategic Planning solves
Strategy and budget are disconnected
The strategic plan sits in a slide deck; the budget is built bottom-up without reference to it.
Progress is reviewed once a year
Without a live link to actuals, drift from the strategy is noticed late.
Targets do not reach the teams
Departments do not see how their goals contribute to the company’s targets.
Capabilities
What Strategic Planning includes
Long-range plan
Three-to-five-year financial projections built from strategic drivers.
Target cascading
Turn company targets into annual budgets and departmental goals.
KPI tracking
Track strategic KPIs against targets with live actuals.
Strategic scenarios
Test investment, expansion and pricing strategies before committing.
Sustainability targets
Include ESG goals alongside financial targets in the plan.
Board-ready views
Summaries of strategic progress for leadership and board meetings.
How it works
Key workflow
Set ambition
Define long-range goals for growth, margin and investment.
Cascade
Translate goals into annual budgets and team targets.
Track
Compare progress to targets as actuals arrive.
Adjust
Revisit the plan with scenarios when the market changes.
Related
Keep exploring
EPM & Planning
Plan, monitor, forecast and optimise business performance in one model.
AI Investment Planning
Prioritise investments and allocate capital with AI-assisted analysis.
FP&A
Financial planning & analysis: annual plan, monthly re-forecast, variance review.
FAQ
Frequently asked questions
How is strategic planning different from budgeting?
Strategic planning sets multi-year direction and targets. Budgeting allocates resources for the coming year to deliver on them. Finovoo links the two so the budget can be checked against the strategy.
Can department heads see their targets?
Yes. Cascaded targets and the KPIs behind them are visible to each owner, with access controlled by role.
Can ESG goals be part of the strategic plan?
Yes. Sustainability targets can be planned and tracked next to financial ones.
See Finovoo on your own numbers
Book a 30-minute walkthrough with our team. We will show you how Finovoo fits your planning, reporting and spend processes.