The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
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Rethinking Corporate Budgeting: Lessons from a CEO's Radical Experiment
Manage episode 461319005 series 2467485
Content provided by Roland Frasier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roland Frasier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Welcome to a new episode of Business Lunch! In this episode, hosts Ryan Deiss and Roland Frasier discuss a recent article about a CEO who overhauled his company's budgeting process, moving from annual to quarterly cycles and reorganizing teams every 90 days. They explore how this approach could be applied to smaller businesses and share insights from their own "scalable operating system" philosophy.
Highlights:
"Budgets represent the worst of corporate bureaucracy."
"The annual plan is the worst unit of measurement that there is."
"Every 90 days, people can flow between teams, money can flow between teams, and you're working on the most important thing for the next 90 days."
"The organizational structure is just whatever that structure needs to be to support the goals of the company today."
Timestamps:
00:00 - Introduction
05:00 - Comparing the hosts' existing planning process to the quarterly approach
08:05 - Pros and cons of quarterly comprehensive company reorganization
12:41 - How a quarterly team-based approach could work for smaller companies
15:00 - Determining who should decide the team composition and how
20:00 - Outlining the roles of the project lead, core team, and support team
25:00 - Discussing the project lead's authority to reprioritize team members
27:10 - Identifying the different team categories: core, support, and stakeholders
29:31 - Explaining the role of stakeholders in the project review process
31:02 - Final thoughts
CONNECT
• Ask Roland a question HERE.
RESOURCES:
• 7 Steps to Scalable workbook
• Get my book, Zero Down, FREE
To learn more about Roland Frasier 👉 https://msha.ke/rolandfrasier/
Connect with me on social:
Mentioned in this episode:
Join Roland & Ryan at Get Scalable Live
If you’re a founder, CEO, or operator running a 7- or 8-figure business, Get Scalable Live was built for you. This is not your typical business event. It’s 3 days of hands-on strategy, real-world frameworks, and next-level networking with the smartest operators in the game. 🗓 November 18–20, 2025 📍 San Diego, CA 🎉 Hosted by Ryan Deiss, Roland Frasier, and Richard Lindner 🎧 As a Business Lunch listener, you get 25% off your ticket. Use code LUNCH at checkout.
373 episodes
Share
Manage episode 461319005 series 2467485
Content provided by Roland Frasier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roland Frasier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Welcome to a new episode of Business Lunch! In this episode, hosts Ryan Deiss and Roland Frasier discuss a recent article about a CEO who overhauled his company's budgeting process, moving from annual to quarterly cycles and reorganizing teams every 90 days. They explore how this approach could be applied to smaller businesses and share insights from their own "scalable operating system" philosophy.
Highlights:
"Budgets represent the worst of corporate bureaucracy."
"The annual plan is the worst unit of measurement that there is."
"Every 90 days, people can flow between teams, money can flow between teams, and you're working on the most important thing for the next 90 days."
"The organizational structure is just whatever that structure needs to be to support the goals of the company today."
Timestamps:
00:00 - Introduction
05:00 - Comparing the hosts' existing planning process to the quarterly approach
08:05 - Pros and cons of quarterly comprehensive company reorganization
12:41 - How a quarterly team-based approach could work for smaller companies
15:00 - Determining who should decide the team composition and how
20:00 - Outlining the roles of the project lead, core team, and support team
25:00 - Discussing the project lead's authority to reprioritize team members
27:10 - Identifying the different team categories: core, support, and stakeholders
29:31 - Explaining the role of stakeholders in the project review process
31:02 - Final thoughts
CONNECT
• Ask Roland a question HERE.
RESOURCES:
• 7 Steps to Scalable workbook
• Get my book, Zero Down, FREE
To learn more about Roland Frasier 👉 https://msha.ke/rolandfrasier/
Connect with me on social:
Mentioned in this episode:
Join Roland & Ryan at Get Scalable Live
If you’re a founder, CEO, or operator running a 7- or 8-figure business, Get Scalable Live was built for you. This is not your typical business event. It’s 3 days of hands-on strategy, real-world frameworks, and next-level networking with the smartest operators in the game. 🗓 November 18–20, 2025 📍 San Diego, CA 🎉 Hosted by Ryan Deiss, Roland Frasier, and Richard Lindner 🎧 As a Business Lunch listener, you get 25% off your ticket. Use code LUNCH at checkout.
373 episodes
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Similar to Business Lunch
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
9k279
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Hubspot's SVP of Marketing), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
Guy Raz interviews the world’s best-known entrepreneurs to learn how they built their iconic brands. In each episode, founders reveal deep, intimate moments of doubt and failure, and share insights on their eventual success. How I Built This is a master-class on innovation, creativity, leadership and how to navigate challenges of all kinds. New episodes release on Mondays and Thursdays. Listen to How I Built This on the Wondery App or wherever you listen to your podcasts. You can listen earl ...
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
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Go offline with the Player FM app!
