Focus on the Core ElementsI like to begin by going back to the key elements picture from Step 1:
Take time to walk through each circle on the diagram above. Doing so allows you to establish a standard vocabulary with your audience while illustrating your primary budget drivers.
Be sensitive to local conventions and vernacular; consider adjusting your own when necessary. Avoid unproductive discussion about terminology whenever possible, the goal is to arrive at a common and informed view.
As a side note, one of the benefits of previewing the budget, as discussed in the Validation section of Step Two, is to identify and resolve many, if not all, these issues early in the process.
Assembling the PiecesWith the essential core elements driving the IT budget defined, it is time to show the r…