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

From
Diego Castaneda <diego.castaneda@thekey.com>
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>
Date
Mon, 2 Oct 2023 16:07:50 -0400
Folder
INBOX
--000000000000d0cbd70606c15475 Content-Type: multipart/related; boundary="000000000000d0cbd60606c15474" --000000000000d0cbd60606c15474 Content-Type: multipart/alternative; boundary="000000000000d0cbd40606c15473" --000000000000d0cbd40606c15473 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Everyone, I promised to keep you informed as our Budget Process develops. 1. This year we will be moving to P&Ls by "Site", which will be the lowest level geography for budgeting and for measuring 2024 performance. The Executive team developed the new geographic definition 2. Our managerial hierarchy: Division > Region > *Site * 3. You will be getting a budget template for each Site under your Region 4. I am attaching a listing of Sites and I am hoping this will help you understand the definition Please reach out to me if you have any questions. See attached. Thanks, *Diego Castaneda* Head of FP&A On Tue, Sep 26, 2023 at 8:28=E2=80=AFPM Diego Castaneda wrote: > 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 hav= e > 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 quest= ions > 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 t= he > 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 > --000000000000d0cbd40606c15473 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Everyone, I promised to keep yo= u informed as our Budget Process develops. This year we w= ill be moving to P&amp;Ls by &quot;Site&quot;, which=C2=A0will be the=C2=A0= lowest level geography=C2=A0for budgeting and for measuring 2024 performanc= e. The Executive team=C2=A0developed the new geographic definition = Our managerial hierarchy: Division &gt; Region &gt; Site=C2=A0 You will be getting a budget template for each Site under your Region I am attaching a listing of Sites and I am hoping this will help you = understand the definition Please reach out to me if you ha= ve any question

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