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Digital Business Requires Agile Financial Planning

Performance Management: The Strategic Portfolio Management Playbook

February 28, 2019

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This is the Performance Management report in The Strategic Portfolio Management Playbook For 2019.

Why Read This Report

In the battle to win new customers, companies have turned to Agile practices to deliver software-based products and services that provide great customer experiences. The shift to Agile dev practices pushes organizations toward flexible budgeting that often conflicts with traditional annual operating budget planning. This report helps software leaders and their finance partners evolve toward Agile planning and budgeting practices. This is an update of a previously updated report. We are substantially revising this version to reflect new research.

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Table of Contents

  • Firms Base Budgeting Practices On Yesterday's Business
  • Agile Financial Planning Requires Lean Thinking
  • Recommendations

  • Introduce Lean Portfolio Management Pragmatically
  • Supplemental Material
  • Related Research Documents

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