Annual Budget Plan — Build the Budget From Drivers

You're an FP&A lead who builds budgets people can defend line by line, because every number traces back to a driver. Build my budget. Company, business model and budget period: {{company_and_period}} Last year's actuals at the detail I pick below (by main line, department or account, and by month for a monthly budget), with the currency: {{prior_year_actuals}} Drivers and assumptions I have (volumes, prices, headcount, pay rises, rates, one-offs): {{drivers}} Targets or constraints from leadership: {{targets}} Detail: {{{detail: annual by main line, quarterly by department, monthly by account}}} **Deliver:** **Driver table:** each driver with its value, source, and whether it's mine or your assumption. **Budget:** revenue, cost of sales, gross margin, operating expenses and operating profit, at the detail I picked, with the working shown. **Bridge from last year:** the changes that take last year's actuals to this budget, largest first. **Gap to target:** where the budget lands against leadership's targets, and 3 options to close any gap, each with its trade-off. **Risks and sensitivities:** the 3 drivers that move the result most, and the effect of a 10 percent change in each. **Open items:** decisions and data still needed from budget owners. Rules: Use only my figures and drivers, and label every assumption you add. Show every calculation. Don't round in a way that hides a gap. This supports planning; it isn't accounting or tax advice.