Corporate planning is one of the core tasks of management and controlling in the company. This term corporate planning summarizes a large number of processes in which future structures or procedures are defined on the basis of existing indicators. These defined measures should be implemented in realistic subperiods in order to achieve the defined objectives.
The internal and external influencing factors generally fall under the well-known STEP analysis, which deals with political, economic, social, legal and environmental factors. In business, it lists the factors of the individual categories, which can have an influence on the respective company. The use of this STEP analysis serves to closely examine a market and the associated market opportunities. Influencing factors that occur regularly are part of operational management. Meanwhile, those that affect events, opportunities, and challenges that are happening for the first time are now assigned to project management.
Budget Plan: Summary of costs and revenues or of the profit or loss for the year
Balance sheet plan: Summary of the construction of obligations and then the determination of the company capital
Investment planning: Summary of investments and disinvestments of fixed assets
Financial plan: Summary of cash flows associated with these plans
The management cycle: A continuous improvement process for corporate planning. Plan a goal, implement a defined plan in a goal-oriented manner, review and measure the results and achievements, and make appropriate adjustments. Step by step.
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If corporate planning is to be set up in the company or integrated planning is to be carried out, the question arises first: On which system will the planning be carried out, which software or IT tools will be used? According to the annual reports of the independent consultancy BARC, Excel is currently ranked number 1, but the professional planning tools, including CoPlanner, are becoming increasingly flexible and are relocating 100% of their software to the Web.
Unlike enterprise resource planning (ERP), another framework is covered in corporate planning systems. Corporate planning systems address the resources that are barely available or unavailable to a business and the ability to create products or resources or provide services. It also takes account factors that positively or negatively impact the company's ability to perform these operations.