# Annual Budget Planning Template

Purpose: Set revenue targets, allocate spend across departments against strategy, model scenarios, and approve a budget with clear owners and accountability.

- Duration: 180 minutes
- Cadence: Annually (plus major reforecasts)
- Participants: Finance lead, department heads, and leadership (6-15 people)

## Agenda

- [ ] Strategy and shared assumptions (20 min)
- [ ] Revenue targets by line of business (30 min)
- [ ] Departmental requests and headcount (45 min)
- [ ] Trade-offs and allocation (40 min)
- [ ] Scenario modeling: base, upside, downside (25 min)
- [ ] Approval and accountability (20 min)

## Facilitator tips

- Lock shared assumptions before debating numbers.
- Tie every request to a measurable outcome.
- Make trade-offs explicit, not even cuts.
- Always model a downside case and its triggers.

## Notes / Decisions

Assumptions:

Revenue targets:

Allocation and trade-offs:

Scenarios, owners, and approval:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/budget-planning-meeting