About this webinar:
Many professional services firms still build next year’s budget backward—adding salaries and overhead, then guessing at revenue—while planning in spreadsheets that quickly fall out of date. In this practical session, Tomek Gmur (Sr. Product Manager, Resource Management) shows a budget-first, resource-led way to plan: start from the work you expect to deliver, capture just dates + engagement per project, and let the math reveal a credible plan that finance and delivery can both run with. We’ll keep tools in the background (brief illustration only) and focus on a method you can apply anywhere.
Watch to discover:
- How to translate revenue targets into capacity-aware plans using productive hours and clear utilization guardrails.
- How to make overheads and idle time visible to protect contribution and operating margin—before Q2 surprises hit.
- How to pressure-test scenarios when the pipeline shifts (rate change vs. staffing mix vs. freeze) and make confident hiring decisions.
- A simple monthly Plan-vs-Actual loop that keeps your 2026 plan on track without a tool overhaul.
If you’re ready to replace spreadsheet guesswork with a repeatable, capacity-aware annual planning process, this session will show you how.
