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Planning Process Improvement

Looking at your planning processes, where can they be improved?
Speeding up planning cycles by cutting unnecessary approvals, breaking down siloes between departments to create a free data flow, or increasing forecast accuracy by planning at the right level of detail — these are critical steps to building a truly connected planning ecosystem.

Planning Process Improvement

Improve your planning process

Streamlining your planning processes unlocks agility and responsiveness. By removing bottlenecks, reducing approval layers, and enabling teams to collaborate seamlessly, you gain the flexibility to respond quickly to changing business conditions. A strong process is fast to execute, easy to adjust, and precise in delivering actionable plans across Finance, Sales, HR, and Operations.

Do you recognize this

Process too long

Planning process takes too long

Annual budgeting or forecast cycles stretch for months and are often outdated before they’re finalized.
No commitment

No ownership of the plan

Initial inputs from different departments are lost in multiple iterations, leaving planners disconnected from the final numbers.
Black Box

Black box

Too many manual steps and layers make it unclear how final figures are reached, eroding trust in the planning process.

How we can help

Speed

A planning process that is fast & agile

In today’s fast-changing business environment, planning needs to keep up. We help you design processes that are adaptive, collaborative, and ready to adjust to new realities.
Guide

A plan as a guiding principle

Plans are not fixed; they should evolve as conditions change. We help you set up processes where plans act as directional guides rather than rigid constraints.

A fresh, cross-functional perspective

With experience across Finance, HR, Sales, and Operations, we bring proven practices to redesign your planning approach, enabling a truly enterprise-wide planning mindset.

How you benefit

Faster decision-making

Dynamic planning cycles allow teams to adjust forecasts and strategies within hours instead of weeks.

Cross-functional alignment

Breaking down siloes ensures Finance, Operations, HR, and Sales work with one source of truth, improving collaboration and execution.

Guiding principles

Accepting a plan as a guiding principle allows for informed decisions. Everyone knows what to do when an event occurs to stay on track of the plan.

The process

Based on years of experience we have a proven process to support you in achieving the required value, fast.

Ready to Make Better, Faster Decisions — Together?

Let’s explore how xP&A can align your teams, improve agility, and unlock enterprise-wide impact.

Book a free xP&A Readiness Call