Elements and Performance Criteria
- Plan preparation timetable
- Identify assumptions and parameters
- Review business plans and exception reports to identify and resolve conflicts in assumptions
- Review assumptions and parameters to ensure compliance with organisational policy and procedures
- Analyse current and historical financial reports to establish trends, and examine external environment to gain objective overview
- Issue instructions and relevant aids for preparation of forecasts and projections
- Collect, consolidate, model and analyse data
- Document results and obtain approval