All case studies
Healthcare
Rebuilding annual planning for a healthcare provider
Result
faster budget sign-off
Service
Strategy & Planning
Duration
14 weeks
A healthcare provider spent half of every year preparing a budget that was out of date when approved.
The challenge
Planning took six months, involved hundreds of spreadsheets and still left clinical leaders unclear about their priorities.
Our approach
We designed a simpler planning cycle built around a handful of shared targets, with rolling quarterly reviews instead of a single annual event.
The result
The board signed off the budget eight weeks earlier than the year before, and clinical teams now review progress every quarter.