The annual budget process and investment review at OverOps follows a defined schedule from March through October. First, budget allocations and campaign revenue instructions are sent out in March. Then, quality checks are performed on budget preparations from May through June. Budgets are then prepared, reviewed by executive leadership, and presented to the Board in September for approval. Overseas analysts then verify the accuracy of the approved Board budget.

1. APP Budget Process and Schedule
OverOps Annual Budget Process and Investment Review
Mar Apr May Jun Jul Aug Sep Oct+
Prep/
Review Send 9/17 Board
Send out Forecast out Mtg &
Budget Budget Alloc &
Quality Prepare/ Budget
Check Review w/& get Board Budget
Instr Campaign present- Approval/
Process 3/20 Revenue
5/26-6/16 summaries Decisions
f/ELT ation Send out BRFs
9/8
Overseas Finance Analyst (HQ) Check accuracy
of Board Budget
in Sun 1st Period+
Submit
RFOs/DRD/MQs to be available
Begin working Quality APPs to
Field on APPs Check Fin
for questions/changes
from OSD & Finance
5/25
Send out
Reg’l Reg’l
OSD
OSD Allocation
Review
Review
& Campaign Mtgs
Targets 4/4