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Budgeting & planning

The annual operating plan

The year's plan by month: revenue, costs, headcount, capex, and cash, built from drivers and agreed with the leaders who own each line. The baseline every month's actuals are compared to.

Owned by: Senior analystTest band: Senior analyst
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In practice

Build it bottom-up from drivers, then top-down as a sanity check. If the two disagree by more than a few percent, one of them has a bad assumption.

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