Finance
Budgeting/Forecasting Process
Finance ProjectsBudgeting/Forecasting Process
Need better cross-functional partnership and alignment. Need better timeline built out. Within finance team, need better calendar around when things are due & then push that out to cross-functional partners. (especially operations)
Health
Approved
Latest Update · Feb 10, 2026
1.7.26: Tim's notes: Rolling/Quarterly - And Technology (inclusive of Forecasting)
Department
Finance
Strategic Pillar
3 OPTIMIZE PERFORMANCE
Executive Sponsor
Dawn P
Owner
Mike K (rest); Jake
IT Dependency
No
IT Roadmap
—
Fiscal Year / Quarter
FY26 · Q2
Timing
Finalization 2/2026
Start Date
—
Target End
—
Budget
—
Status
Approved
Status Updates · 5
3y 6m running
In Progress/On TrackFeb 10, 2026
1.7.26: Tim's notes: Rolling/Quarterly - And Technology (inclusive of Forecasting)
Not StartedJan 7, 2026
1.7.26: Tim's notes: Rolling/Quarterly - And Technology (inclusive of Forecasting)
Not StartedOct 8, 2024
10.3.24: Explore in 2025; launch in 2026 (per Tim)
On-holdDec 6, 2023
11.28.23: On hold per Tim
Not StartedJan 5, 2023
Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26