Speech Abstract

You submit a budget each year. You probably do some form of business planning. And you may publish a service catalog with rates. But these are not separate activities.

Business planning defines what your managers will deliver in the year ahead, how they'll produce it, and what resources they'll need to do so. Without an operating plan, there is no basis for a budget. And without a budget, there is no basis for rates.

Why work harder than you need to, and risk a disjointed set of plans (and numbers)? This session explains why business planning, budgeting, service catalogs, and rate-setting should be integrated into a single process.

It then explains the steps in an integrated business/budget planning and catalog/rate-setting process, and exactly what's involved in implementing it.

100-word version....

50-word version....

Outline

• Purpose of business planning

• Integration of business forecast, budget, and rates

• Steps in the process, with live demonstration of tools used at each step
  1. Lines of business

  2. Product/service catalog

  3. Business forecast

  4. Investment planning

  5. Team coordination

  6. Cost structure

  7. Budget

  8. Rates

• Implementation issues: involvement, time required, costs

• Facilitated discussion: next steps

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