Built Logic

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Annual planning cycle to approved budget and tracked plan

We take off your hands: forecasting the order book, turnover and people needed, drafting the plan and budget, and tracking the plan through the year.

You get: a draft budget and business plan built from your real order book, pipeline and capacity, with what-if scenarios tested, for your board to approve.

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Or check first: Are we ready for AI?

The problem

Our budget is last year's numbers plus ten per cent and nobody looks at the plan again.

How the steps join up

It starts when: the planning season starts, two to three months before the new financial year.

  1. Forecast the order book and turnover for the next 12 to 24 months from secured and likely work

  2. Work out how much tendering the company needs to fill next year's order book

  3. Forecast whether you have the people to deliver the work you are chasing

  4. Show how much more work the company can take on before people, cash, bonding or supply chain run out

  5. Track supplier contracts, leases and subscriptions before they renew

  6. Draft the annual business plan and budget pack from history and the pipeline

  7. Test what-if scenarios for the business plan before directors commit

    Your team checks and decides at this step.

  8. Track business plan objectives and actions through the year from meeting notes and reports

What you end up with: Directors approve a budget built from the real order book, pipeline and capacity, have tested the what-ifs, know how much work they must win, and track the plan's actions through the year.

Who signs it off: Your board approves the budget and the plan.

What it needs to work

  • A pipeline the directors trust
  • Last year's actuals

If those aren’t in place yet, you’ll hear that before anything gets built.

Who it’s for

  • Main contractors
  • Specialist subcontractors
  • Developers and housebuilders
  • Surveyors and cost consultants
  • Manufacturers and suppliers

Where this joins up

What would this cost for your team?

Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.

Get a price for this

Or check first: Are we ready for AI?