--- title: 2027 Budget Planning Checklist | Velocity Advisory Group description: "A free one-page checklist: twelve checks across outcomes, timing, and plan, so your 2027 request for people investments is ready for budget review." image: https://coaching.velocityadvisorygroup.com/hubfs/2027%20Q4%20Assets/LinkedIn%20Art/Velocity_LinkedIn_BP_1_A.png --- [![Velocity Advisory Group](https://coaching.velocityadvisorygroup.com/hs-fs/hubfs/00%20Brand%20Assets/Velocity%20Logo%202023%20Wide.png?width=169&height=44&name=Velocity%20Logo%202023%20Wide.png)Velocity Advisory Group](https://www.velocityadvisorygroup.com) Free checklist # Is your request ready for budget review? Twelve tasks in three areas. Check what's done, score yourself from 0 to 12, and see what to fix first. - Twelve tasks across Outcomes, Timing, and Plan - A scoring guide that shows what each band means - One page to print or share with your team ## Get the free checklist 2027 Budget Planning Checklist · 1 page · PDF Trusted by **800+ organizations** across **25+ industries** since 2009 ## Try the first four checks Section one is Outcomes: connect spend to results. Tick what your team has already done. Which of these has your team already done? - Tied every request to a specific 2027 business goal - Named the measure that will show it worked - Reviewed what last year's investments actually changed - Collected evidence: results, feedback, numbers Checked**0** of 4 Tick what your team has already done. Be honest: a partial is an unchecked box. 2027 Budget Planning Checklist SECTION ONE SECTION TWO SECTION THREE ## What's on the page ### Outcomes: Connect spend to results Four checks, including: tied every request to a specific 2027 business goal. ### Timing: Start before the deadline Four checks, including: started conversations before the budget deadline. ### Plan: Make it fundable Four checks, including: phased the request across the year with milestones. ### A scoring guide Zero to four, five to eight, and nine to twelve, with what to do at each level. [Get the checklist](https://coaching.velocityadvisorygroup.com/budget-planning-checklist#get-it) ## Results that show up in the numbers **+138%**new business submitsInsurance distributor **+35%**average case sizeInsurance distributor **30% to 8%**employee turnover in one yearBiopharmaceutical company > “Velocity understands our needs because they've invested in deep relationships.” Executive Vice President, insurance distributor > “Velocity challenged our team and brought us together in ways that have paid immediate dividends.” Managing Partner, accounting and advisory firm ## How scoring works Each check is one point. Review-ready means 9–12 checks and at least 3 in every section. A high total with an empty section is a warning, not a pass. ### 0–4: Rework before you submit Tie each request to a goal and a measure first. ### 5–8: Strengthen the case Use your unchecked boxes as the to-do list. ### 9–12: Ready for review Submit early and book the follow-up. ## Pair it with the full guide The checklist shows where you stand. The guide explains why, and what to do next. 1 ### Take the checklist Check what's done and add up your score from 0 to 12. 2 ### Read the guide for your weakest section The eight-page guide explains each group and gives a 90-day sequence. 3 ### Talk with Velocity Turn your unchecked boxes into a plan with a Velocity advisor. ### Who this is for - Leaders heading into budget season - Clients with active engagements ready to plan the next phase - Leaders who need to defend people investments to finance - Teams who want a phased plan, not a one-off event ## Find out where you stand Get the checklist and score your team in minutes. [Get the checklist](https://coaching.velocityadvisorygroup.com/budget-planning-checklist#get-it) **800+**organizations led through change **25+**industries **2009**building momentum since © 2026 Velocity Advisory Group.velocityadvisorygroup.com [Get the checklist](https://coaching.velocityadvisorygroup.com/budget-planning-checklist#get-it)