Annual Planning Survival Kit
When budgets freeze and data gaps create uncertainty, progress grinds to a halt. Here’s everything you need to weather annual planning season.
Annual Planning Survival Kit
Your Step-by-Step Guide to Stable, Strategic Planning
Step 1
Crisis-Proof Your Planning Process
When uncertainty hits, resilience keeps you steady. Leverage our five-part checklist to assess and strengthen your financial planning before the next chill.
Step 2
Plan With Confidence
From frozen budgets to sudden supply shocks, disruption demands flexibility. Read the blog for five strategies to strengthen your planning process.
Step 3
Modernize Financial Planning
CFO John Dampier led Knox’s transition from manual spreadsheets to Planful’s connected planning solution in under eight weeks. The team gained agility, accuracy, and a stronger foundation for future growth.
”Everything went so quickly with Planful.” John Dampier, CFO
Visit the Solution Hub
Rolling Forecasts
Explore an interactive demo of Rolling Forecasts to stay agile as conditions change.
Explore solution
Annual Operating Plan
See an Annual Operating Planning demo to turn uncertainty into insight.
Explore solution
Financial Consolidation
Dive into a Financial Consolidation demo to automate your close and report faster.
Explore solution
“Planful helped us make decisions on the fly. When we left [our] first planning meeting, our 2025 plan was essentially done. Planful was a game-changer in allowing that to happen.”
John Dampier
Your One-Stop Shop for Financial Performance Management Software
Learn why customers love us
Rated 4.3 out of 5 on 379 reviews on G2
Thrive Beyond the Chill
Lead your team through uncertainty with clarity and control. Planful transforms financial planning into a confident, connected process that powers smarter, faster growth all year long.
Get Started with Planful
- How much time will you save?
![LinkedIn]()
- How will your finance team evolve?
![LinkedIn]()
- Where will technology support you?
![LinkedIn]()
