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Collaborative Budgeting with Brian Weisberg, Head of Finance and Business Operations at Tidelift

The Role Forward: A Strategic Finance Podcast

CHAPTER

How to Budget Effectively

Start with revenue i personally really like the stool model like your revenue forecast is only any good if you can triangulate your revenue expectations through multiple ways. Schedule a call right up a summary in a google doc or an email using pros don't send them a table use pros and kind of articulate what are the goals for the next 12 or 24 months. Think about how you're going to roll this forward once the year starts we didn't really talk about that much but the plan isBasically just a forecast at a point in time at this point in time you thought you were going to do x next year then the year starts and change happens so being thoughtful around how you'll collaborate and make changes

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