Gartner：2025企业财务战略规划必备工具包（英文版）（19页）.pdf

1、Gartner for FinanceYour Must-Have Toolkit for Finance Strategic PlanningGartner for Finance LeadersFollow Us on LinkedInBecome a Client25 activities that are key to impactful strategic planning1Gauge the business context.Confirm the enterprise mission and goals.Ensure your finance employees know how

2、 theyll apply these principles to their everyday work.Align your finance goals with enterprise goals for stronger impact.2Assess your finance organizations ability to deliver on your goals and create a plan to fill the capability gaps that could slow your time to impact.3Strategically manage finance

3、 budgets to fund multiyear technology investments that support the organizations strategy.4Validate your budget with peer-informed benchmarks that compare technology investment,G&A spend and staffing plans to industry peers.5Document your strategy ideally on just one page to simply and clearly state

4、 where the finance organization is,where its going and how it plans to get to there.Strategic planning can be an arduous process,but certain activities will differentiate your plan as one that really drives impact.The below five steps are especially important.Use this guide to consider the tools you

5、 will use at each stage in the strategic planning process to capture and share key information with stakeholders.By 2030,almost all of finances transactional and most of its judgment-and oversight-based work will be automated or AI-augmented.Source:GartnerBecome a ClientFollow Us on LinkedInGartner

6、for Finance LeadersYour Must-Have Toolkit for Finance Strategic Planning3Tools and frameworks youll needGauge the business context12345Assess your functions capabilitiesStrategically manage functional budgetsValidate your budgetDocument your strategy Verify Business PrioritiesExplore Trends Shaping