Building a Better Finance Strategy

Finance strategy combines financial planning with strategic planning. The outcome is a functional roadmap that assesses current resources, costs and budget and aligns them with the enterprise mission and goals.

Strategic plan on a page for finance leaders

Turning finance strategy into action

Corporate finance strategy should align the finance function’s own strategy and operating model to deliver on enterprise ambitions to grow and innovate. ​

The finance strategy must therefore set priorities and manage cost and resource trade-offs. The strategic plan for the finance function must capture these decisions and translate them into priority initiatives that will make the function more effective. ​

Download this template to capture the strategic plan for the finance function on a single page.​

Download the Finance Strategic Plan Template

Use this template to capture key components of your strategic plan for finance in an easy-to-communicate way.

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    Gartner insight, guidance and tools to help you build a finance strategy for success

    Actionable insights and resources to ensure you align the future of the finance function with the needs of your enterprise. 


    Gain confidence in your finance strategy by benchmarking your function’s resource allocation, staffing and organizational structure against your peers. 


    CFOs play a critical role in setting digital strategies to guide investments and achieve desired business outcomes. Learn how finance leaders can help their organizations set and execute strategies that promote digital optimization and transformation.


    • Over 30 finance advisors and hundreds of IT experts who advise on creating an effective finance strategy for the digital age
    • Gartner BuySmart™ for fast and smart budget and tech decisions


    • Real-world advice from peers in live cohorts and virtual discussion boards
    • Networking at Gartner virtual and in-person conferences

    Deliver on your critical finance priorities

    Plan and implement a successful Finance strategy for your organization.

    Other finance priorities Gartner can help with

    Finance Analytics
    Finance Transformation
    Transform Finance Business Partnering

    Gartner’s finance experts are trusted advisors and an objective resource for more than 1,750 finance organizations

    Gartner for Finance provides insights, advice and tools to help finance leaders make the right decisions to drive business results.