Strategic Budget Optimizer ZBB

Strategic Budget Optimizer ZBB Tool

Purpose:

Help leaders justify and allocate financial resources based on priorities rather than past spending habits, ensuring fiscal discipline and alignment with strategic objectives.

Step-by- Step Directions

Step 1: Define Budget Objectives & Priorities

Select up to 3 strategic goals that your budget allocation should support (e.g., growth, innovation, workforce development).

Step 1: Define Budget Objectives & Priorities

Step 2: List & Justify Budget Requests

Input each expense item and provide a justification using one of these categories:

✅ Essential – Critical for operations (e.g., compliance, must-have resources)
💡 Value-Driven – Aligns with business growth, innovation, or productivity gains
❌ Non-Essential – Not mission-critical, may be optimized or eliminated

Step 2: List & Justify Budget Requests

Step 3: Scenario Planning & Trade-Off Analysis

Adjust budget items in a "What If" scenario simulator by displaying VOI, cost savings, and risk levels. This could look like a “Risk vs Reward Matrix.” Then suggest potential reallocations.

Step 3 Scenario

Step 3 Risk

Vs.

Step 3 Reward