Set the annual budget and revenue targets
Works from prior-year actuals, pipeline outlook, and capacity to set the annual budget, revenue targets, and profit goals.
In / outPrior-year actuals + pipeline outlook + capacity plan → annual budget with revenue targets, cost allocations, and profit goals
You might say…
“A target without a budget is just aspiration. This forces the conversation about what we're actually aiming for and what we're committing to spend.”
What it does
Works from prior-year actuals, pipeline outlook, and capacity to set the annual budget, revenue targets, and profit goals — deciding what to allocate where and what the firm is aiming for. Used at planning time and on material re-plans. Human-in-loop strategic judgement, not arithmetic.
Trigger: Use at the start of each planning cycle and on any material re-plan.
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The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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