You're facing pushback from operations staff on budget plans. How can you navigate resistance effectively?

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Navigating resistance from operations staff when presenting new budget plans can be a challenging task in corporate accounting. As someone responsible for fiscal oversight, understanding the concerns and motivations of your colleagues is crucial. It's important to approach the situation with empathy and a willingness to engage in constructive dialogue. By employing effective communication strategies and demonstrating the value of proposed budgetary changes, you can work towards aligning the goals of operations with the financial objectives of the company. This article will guide you through practical steps to address pushback and foster a collaborative environment where budget plans can be successfully implemented.

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Satish Bangera CMA?

Strategic Finance Executive | Driving Sustainable Operations & Growth by Integrating People, Processes & Technology for…
Sylvester Kanono

CEO_Sylverspoon South Africa

1 Listen Actively

When faced with pushback, your first step is to listen actively. This means giving full attention to the operations staff, understanding their perspective, and acknowledging their concerns without immediate judgment. By doing so, you create an environment of respect and show that you value their input. Listening also provides you with valuable insights into the root causes of their resistance, which can be addressed later in your strategy.

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Satish Bangera CMA?

Strategic Finance Executive | Driving Sustainable Operations & Growth by Integrating People, Processes & Technology for Smart Business Solutions | Passionate Networker Committed to Excellence
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Based on my experience, especially at Emitac, when faced with pushbacks in the budget planning process, I recommend the following: 1. Collaborate and involve the team at the start of the planning to ensure better buy-in. 2. Be transparent and clearly explain the reasons behind budget decisions. 3. Maintain open communication and actively listen to the team’s concerns to build trust. 4. Be open to feedback, be flexible, and be prepared to make adjustments as needed. 5. Ensure that the team will be equipped with necessary tools and resources to execute and deliver on budget plans. Balancing firm decisions with empathy and teamwork is pivotal for achieving success. #BudgetPlanning #Leadership #Teamwork #ChangeManagement #Finance #Operations

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Sylvester Kanono

CEO_Sylverspoon South Africa
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Identify and address any underlying fears or misconception staff may have, whilst emphasizing the benefits of the new budget plan, such as increased efficiency or improved resource allocation. And, transparency is key, exercise such in your communication in this kind of settings, and provide regular updates on the budget plan's progress. Lastly, consider setting up a budget planning committee or working group to involve staff in the process.

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Maud R.

Managing Director || Human Resources Director || Financial Coach at Lodirile Consulting at Lodirile Consulting (Pty) Ltd
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Provide rationale for the budget, provide supporting information that will be used or is used in budget plans, demonstrate how the budget will benefit them and indicate the risks that will be addressed. Invite inputs and modify the budget where possible.

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Olivia Galvez

Visionary Executive Leader | Operational Strategist | DEIB Champion | Empowering Teams & Driving Organizational Growth
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In budget planning, I find that understanding the specific concerns of the operations staff is key. By actively listening and identifying their pain points, we can better address their needs and work towards a more effective solution. Involving the team early in the planning process helps to gather valuable input and fosters a sense of ownership and collaboration. By seeking their input and collaborating on solutions, we ensure that the budget plan is not just a top-down directive but a collective effort that considers the expertise and insights of those on the front lines. Providing clear context and rationale behind budget decisions, supported by data, is crucial in helping the team understand and align with our strategic goals.

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Emmanuel Sorokwu Financial Expert , Public Policy Expert, SDG 3

Executive Assistant on Community Development | Executive Chairman/Mayor/ EURO EXIM BANK
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From my experience I have had to ensure I created a family atmosphere at work Place where I relate with subordinates as family , so whenever there is such , I understand it's really an issue seriously affecting the staff. I ensure I listen very well employ empathic measures within Policies to bring them back to the fold in a win win situation for all Parties .

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2 Communicate Clearly

Clear communication is paramount when discussing budget plans. Ensure that you articulate the reasons behind budgetary decisions and how they align with the company's strategic goals. Avoid jargon and explain technical terms like 'cash flow' or 'capital expenditure' in simple language. Transparency about the financial situation and objectives helps build trust and can reduce resistance from staff who might otherwise feel excluded from the decision-making process.

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3 Collaborate Closely

Encourage collaboration by involving operations staff in the budget planning process. This inclusion fosters a sense of ownership and can diminish resistance as staff feel their expertise and on-the-ground knowledge are being utilized. Discuss potential compromises and adjustments that could meet both operational needs and financial constraints, showing a willingness to find a middle ground.

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4 Provide Education

Sometimes resistance stems from a lack of understanding of corporate accounting principles . Offer to provide education or training sessions to demystify the budgeting process and explain how operational performance is linked to financial outcomes . By increasing their knowledge, operations staff may become more supportive of the budget plans, recognizing the importance of cost control and resource allocation .

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5 Show Empathy

Demonstrating empathy is crucial when facing pushback. Recognize that budget changes can be unsettling and may affect the day-to-day activities of the operations team. Express understanding for their situation and concerns, and ensure that their feelings are considered in the budget planning process. This human approach can go a long way in building rapport and reducing resistance.

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6 Follow Up

After discussions and potential revisions to the budget plan, make sure to follow up with operations staff. This shows that you are committed to ongoing dialogue and that their feedback has been taken seriously. Regular check-ins help maintain open lines of communication , provide opportunities for addressing any new concerns, and reinforce the collaborative nature of the budgeting process.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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You're facing pushback from operations staff on budget plans. How can you navigate resistance effectively?

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1 Listen Actively

2 Communicate Clearly

3 Collaborate Closely

4 Provide Education

5 Show Empathy

6 Follow Up

7 Here’s what else to consider

Corporate Accounting

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