Re: 2024 Budget Process - ***field timeline***

I don't believe this will be very complicated, I asked them to slim it down
heavily to headcount and revenue, mostly. Let's take a look week of, and if
it feels complicated we will grab the extension.

On Tue, Oct 3, 2023 at 10:09 AM Timothy Thomas <tt@thekey.com> wrote:

> Hi Chen,
>
> Given my travel schedule, will I have any flexibility with these dates?
> Oct 9 is a stat holiday (thanksgiving) in Canada, so that would only leave
> me 4 days to complete the budgets. Could I request that the submission
> deadline be Nov 3?
>
> Thanks
>
> ---------- Forwarded message ---------
> From: Diego Castaneda <diego.castaneda@thekey.com>
> Date: Tue, Sep 26, 2023 at 8:28 PM
> Subject: 2024 Budget Process - ***field timeline***
> To: Jennifer Piper <jennifer.piper@thekey.com>, Kimberly Guerci <
> kguerci@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>,
> Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, Kevin Stallo <
> kstallo@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>,
> Jennifer Geist <jennifer.geist@thekey.com>, Kirk Hayes <khayes@thekey.com>,
> Timothy Thomas <tt@thekey.com>, Kelley Richard <krichard@thekey.com>,
> James Buscemi <jbuscemi@thekey.com>, Triff Cook <triff@thekey.com>,
> Aileen Ruffin <aruffin@thekey.com>, Jaime Cittadino <jcittadino@thekey.com>,
> Miriam Valiente <miriam.valiente@thekey.com>, Matt Nyberg <
> mnyberg@thekey.com>, Amy Harris <aharris@thekey.com>, Steve Sudberry <
> ssudberry@thekey.com>, Will Reid <wreid@thekey.com>
> Cc: Melissa Reyes <melissa.reyes@thekey.com>, Chen Xie <chen@thekey.com>,
> Paul Kahn <paul.kahn@thekey.com>, Helen Liu <hliu@thekey.com>, Dilly
> Duolikun <dilinigeer.duolikun@thekey.com>, Geraldine Nath <
> geraldine.nath@thekey.com>
>
>
> Hello Regional Directors, General Managers and Leaders,
> I have been lucky to have met some of you, and I look forward to meeting
> the rest of the team.
>
> I am reaching out to communicate the timeline for our 2024 Budget process.
> For this year's budgeting cycle, each of you will have the responsibility
> to budget your respective Regions, therefore, I want to make sure you have
> the timeline so you can prepare accordingly.
>
>    1. Below you will find a calendar of deadlines, events and
>    deliverables. Please review them and let me know if you have any questions
>    2. Note that we are planning to skip monthly review calls for August
>    so FP&A can focus on creating budget templates, but we will send out the
>    materials
>    3. Budget templates will be sent to you on Oct 6 and you will have
>    until Oct 20 to send them back with your budgets
>    4. I will make sure to keep you informed as the process develops. Next
>    week you will start seeing meeting invites from FP&A are we begin to
>    schedule the necessary touchpoints, reviews and meetings
>    5. The attached file has a list of Regions and budget preparation
>    responsibility. Please review and let me know if you have any changes
>
>
> [image: image.png]
>
>
> Thanks,
> *Diego Castaneda*
> Head of FP&A
>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>

*Chen Xie*CSO |
*TheKey*650-208-2390
[image: TheKey] <https://homecareassistance.com/>