Gartner Research

Ignition Guide to Creating the Annual Budget for IT

Published: 30 June 2015

ID: G00339167

Analyst(s): CIO Research Team


This six-step guide includes 32 documents to help you create an effective budgeting process, allocate financial resources efficiently to achieve strategic objectives, and build flexibility in the budget to reflect changes in business conditions.

Table Of Contents



Step 1 of 6: Plan the Budgeting Process

Project Objectives

Roles and Responsibilities

Before You Start

Common Pitfalls and Keys to Success

Step 2 of 6: Collect Information for Budget Preparation


How to Set Up for Success

Step 3 of 6: Create an Operating Budget Draft Based on IT Sub-Functional Budget Proposals


How to Set Up for Success

Step 4 of 6: Create a Project Budget Forecast Based on Business Partner Needs


How to Set Up for Success

Step 5 of 6: Finalize the Budget with Business Stakeholders


How to Set Up for Success

Step 6 of 6: Monitor Budget Performance

Review Your Performance

Keys to Continued Success

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