APPENDIX I

CGMA BUDGET AND PLANNING SURVEY RESULTS

This appendix contains summaries from the planning survey conducted specifically for this book by the American Institute of CPAs in the United States and Chartered Institute of Management Accountants in the United Kingdom.

EXECUTIVE SUMMARY

This report contains a detailed statistical analysis of the results to the survey titled CGMA Budget and Planning Survey. The results analysis includes answers from all respondents who took the survey in the 49 day period from Wednesday, June 26, 2013 to Wednesday, August 14, 2013. 497 completed responses were received to the survey during this time.

SURVEY RESULTS & ANALYSIS

Survey: CGMA Budget and Planning Survey

Author

Filter

Responses Received: 497

1) How would you characterize the finance function’s level of involvement in the following planning processes?

 

VERY LIMITED

LIMITED

MODERATE

HIGH

VERY HIGH

Strategic Planning

2.6% (13)

9.4% (46)

18.7% (92)

42.0% (206)

27.3% (134)

Tactical Planning

1.6% (8)

9.0% (44)

26.1% (127)

41.1% (200)

22.2% (108)

Financial Planning/Budgeting

0.8% (4)

1.0% (5)

6.8% (33)

16.7% (81)

74.6% (362)

Cash Planning

1.8% (9)

2.4% (12)

8.6% (42)

19.6% (96)

67.6% (331)

Capital Planning

2.7% (13)

3.3% (16)

14.8% (72)

36.2% (176)

43.0% (209)

Forecasting

0.8% (4)

3.5% (17)

9.8% (48)

27.8% (136)

58.2% (285)

Risk Management

3.5% (17)

10.4% (51)

25.1% (123)

38.3% (188)

22.8% (112)

1.1) Strategic Planning: (How would you characterize the finance function’s ...

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