Strategic Planning, Budgeting and Forecasting

Our finance project team developed a guide to help finance teams to navigate the complexity of a changing world by providing tools, practical examples and guidance on how to integrate sustainability into strategic planning, budgeting and forecasting.

Download the guide >

Project aims

To advance professional engagement with strategic planning, budgeting and forecasting, the project team aim to:

  • understand current practice
  • identify challenges faced 
  • define good practice


Considering environmental and social factors, alongside economic measures, when undertaking strategic planning, budgeting and forecasting will enable improved predictions of cost savings / increases, future business risks and potentially help to drive innovation.


Practical guidance was developed with a range of tools, case studies and tips for finance professionals.

Download the Strategic Planning, Budgeting and Forecasting guide > 

Projects members

Projects members are essential to the running of all A4S projects, and represent CFOs from the A4S CFO Leadership Network.

The members of this project were:

  • Louise Andrews, Group Planning & Analysis Manager, Marks and Spencer
  • Christian Armitage, Group Financial Reporting Manager, Yorkshire Water
  • Wes Daniels, Head of Finance - Asset Management, Anglian Water
  • Jonathan Forster, Head of Planning, Management Accounting and Analysis, Anglian Water
  • Dawn Jefferson, Anglian Water
  • Malik Khan, Senior Global Accountant, Bupa
  • Jessica Leng, Head of Investment Appraisal, Asda
  • Steven Mobbs, Head of Financial Planning & Analysis, Sainsburys
  • Shaun Morton, Commercial Finance, Fresh Foods, Asda
  • Louise Rowe, Finance Director, Pennon (South West Water)
  • Kim Williams, Head of Operations Finance, Pennon (South West Water)
  • Craig Wilson, Commercial Finance Manager, Asda