Annual Operating Plan Process - The Annual Budget

[@ZHOUCHENGLIN]

Great video and well demonstrated. Thank you.

[@CorporateFinanceAcademy]

Thanks!

[@SirLowell704]

Great video. Someone like myself who is new to the budget creation side this video is very helpful.

[@CorporateFinanceAcademy]

That’s why I made it! Good luck!’

[@zedicus11]

Very informative thanks!

[@BiggieTall_06]

This is an excellent video. Thank you for sharing your knowledge & experience.

[@CorporateFinanceAcademy]

Thank you! Please be sure to subscribe and share with others. Also - what other videos would you like to see?

[@LeahH-n7x]

Great video, thank you for sharing your experience! Could you do a riff on AOP for SaaS products? Interested in how the COGS and SG&A work together for a services-based product hosted in the cloud

[@Jallandhara]

This video is truly invaluable. Thank you so much for it. You did an amazing job. With that said, I wish it didn't blow out my corneas with so much white in the background.

[@jackieo7113]

I found this extremely helpful - however you use/write out terms that if someone doesn't understand an operating plan they won't know what you mean by using various terms - (FP&A, SGA, etc.) otherwise extremely helpful. I'm new to this but paused a few time to google various terms. Thanks again for posting

[@makeittrades5750]

Excellent video guys, really liked the content and presentation. It's just confusing that labor keeps showing up across different areas. For example, it the first slides it was in the production budget then it was in the COGS, other than that I liked the material.

[@CorporateFinanceAcademy]

The reason for this is... because labor drives many different aspects of the budget! Whether you like it or not, if you work in a manufacturing budget, it is a HUGE part of what you do!

[@Jwleleven]

I would love to know why "It's so delicious that I cook it almost everyday! Incredible fast and easy!" is in your Analysis and Modeling playlist

[@caparaskurele6754]

Great content. Thanks

[@CorporateFinanceAcademy]

Thank you! Be sure to sign up for our e-mail newsletter!

[@caparaskurele6754]

@@CorporateFinanceAcademy it would be better if you could provide me the link for the same as it was not on the home page of the website, thanks.

[@bablukumarjha5476]

Nice process

[@CorporateFinanceAcademy]

Thanks!

[@ОльгаПархаева-н2т]

This video is brilliant

[@CorporateFinanceAcademy]

glad you like it! be sure to subscribe!

[@redz_88]

Great presentation - would it be possible to receive the slide pack for reference?

[@blackplussesami]

Thanks a lot about your video. In which book can I find the term 'AOP'? Is it a official term?

[@CorporateFinanceAcademy]

AOP means annual operating plan… sometimes referred to as op plan or “budget”

[@guillaumedecouflet9483]

Hey guys, so I have a question for you. Who in the finance team would take the lead on creating this plan? By that I mean, what would generally be their title? I'm looking to switch career and to be honest, as nerdy as it might sound, this is what I was really most excited about when I was running my business and my client's businesses. The jigsaw puzzle aspect is really cool IMHO. So I'm looking to identify what would it take to do this as a job. Thanks in advance!

[@CorporateFinanceAcademy]

Depends on the size of the business, but likely Director or VP of Finance, FP&A leader / FP&A Director, or something similar. At a smaller business it may even be a controller.

[@guillaumedecouflet9483]

@@CorporateFinanceAcademy thanks for taking the time to reply!

[@CorporateFinanceAcademy]

of course!@@guillaumedecouflet9483

[@nareshmanneela2313]

I’ve some doubts in terms of preparation budget

[@williamlemerond8007]

What are those doubts

[@finessedoctor]

Poor vid

[@CorporateFinanceAcademy]

sorry to hear you feel that way - would love more specific feedback if you have some.

[@yukisong1259]

@@CorporateFinanceAcademy actually this is a very insightful video at least for me...thank you

[@CorporateFinanceAcademy]

@@yukisong1259 Thank you so much, @Yuki Song - that means a lot to us!

[@vagrantsoul8846]

​@@CorporateFinanceAcademy Appreciate your efforts to brought us this video!❤

[@CorporateFinanceAcademy]

@@vagrantsoul8846 Thank you for the kind words!

[@Potencyfunction]

Hmm..in the 14:18 u expose the "Finacials modul " as a Annual Report ( Income Statement and Balance sheet ) which is wrong because the financial includes BEP and NPV ( net present value ) . I believe you have different modules there .