CFO’s Guide to Planning & Analysis

Perhaps the biggest lesson to come out of 2020 for businesses was the value of constantly assessing operating conditions and adjusting plans in response to changing market realities. Virtually all companies have had to establish procedures to help manage cash flows and satisfy changing customer demand in a virtual world, giving many leaders a new appreciation for using data and analysis to optimize their business. This guide discusses best practices for continuous planning and how to institutionalize the use of data collection to allow for assessing and reassessing plans at any time.