Finance Quarterly Planning Q3/26
Idea
Initiative
Owner
Variance threshold policy — define what triggers escalation
Migrate to new FP&A platform
Rollover
Connected to: FP&A tool migration fully completed
SL
Sara Lin
State 1
Headcount freeze exception process — fast track for critical hires
Talent acquisition pipeline refresh
Q3
Connected to: Hiring plan approved by Q3 start
MK
Mia Kim
State 1
Automated budget reforecast — trigger when actuals deviate > 5%
Migrate to new FP&A platform
Rollover
Connected to: FP&A tool migration fully completed
JP
James Park
State 1
Cross-functional OKR dependency map — prevent conflicting goals
Cross-team OKR alignment sprint
New
Connected to: All Q3 OKRs finalized by July 1
AL
Amy Lee
State 1
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