FY27 budget — project plan
Owner: Ellie · Target close: 13 June 2026 · Zero-based across all departments
8
Departments
3
Review rounds
2 May
Submissions due
12 Jun
Board memo deadline
16 Apr
1 May
16 May
1 Jun
16 Jun
Phase 1 — Mobilise (16 Apr – 25 Apr)
L10 budget brief
Brief deck + kick-off agenda
Ellie
17–18 Apr
Asana board setup
Tasks, owners, due dates
Ellie
17–18 Apr
Budget input tool build
Web app + export template
Ellie
18–22 Apr
Department kick-off emails
All 7 teams, tailored per team
Ellie
21 Apr
Initial 1:1 meetings
All key owners — brief + expectations
Ellie + each owner
22–25 Apr
Headcount & salary data prep
Current state, open roles, bands
Hannah / Ellie
22–25 Apr
COGs / infra deep dive
Line-by-line infrastructure review
Luke / Ellie
22–30 Apr
Phase 2 — Build (26 Apr – 2 May)
Departments build budgets
0-based, every line justified
All owners
26 Apr – 2 May
MQL/SQL → revenue model
critical
Validate pipeline to revenue link
Andy / Simon / Ellie
26 Apr – 2 May
Commission & bonus plans
critical
Tied to revenue model above
Andy / Simon / Hannah
26 Apr – 7 May
Customer renewal model
NRR assumptions, churn, expansion
Shirley / Josh / Ellie
26 Apr – 2 May
Deadline — all budget submissions into tool
2 May
Phase 3 — Consolidate & Challenge (5 May – 16 May)
Consolidate all inputs
Populate master model, flag gaps
Ellie
5–7 May
Review round 2 — dept 1:1s
Challenge, query, revise
Ellie + each owner
8–14 May
CEO review session
CEO path
Full P&L walkthrough, MQL/SQL proof
Andy / Ellie
14–16 May
CEO provisional sign-off target
16 May
Phase 4 — Finalise (19 May – 6 Jun)
Incorporate CEO feedback
Revise model, reforecast if needed
Ellie
19–21 May
Final dept sign-off meetings
Owners confirm final numbers
All owners
22–28 May
Final CEO sign-off
CEO path
Signed off before board memo
Andy
29–30 May
Board memo draft
FY27 budget narrative + financials
Ellie / Luke
2–6 Jun
Phase 5 — Close (9 Jun – 13 Jun)
Luke / CEO final review
Board memo + full budget
Luke / Andy
9–11 Jun
Upload to operating plan
Sheets export → live plan
Ellie
12 Jun
FY27 budget complete — all signed off
13 Jun
Generated 16 April 2026 · FY27 Budget Process · Plexus