Zero based budgeting-Laxmi’s snippets of wisdom

This is a guest post from Hariharan Laxminarayan

Zero-based budgeting (ZBB) is a method of budgeting in which all expenses must be justified for each new period. Zero-based budgeting starts from a "zero base" and every function within an organization is analyzed for its needs and costs.

Zero-based budgeting is much more than building a budget from zero. World-class ZBB efforts successfully build cultures of cost management throughout the organization by using a structured approach to facilitate cost visibility, cost governance, cost accountability, and aligned incentives. Fortunately, the culture shift isn’t left to chance. We believe that there is a proven, step-by-step approach to implementing successful ZBB programs, and when this implementation is done well, ZBB makes cost management a part of the way every employee works on a daily basis.

Let's say you're a manager in a company that uses zero-based budgeting. What will actually happen when the time comes to plan for next year?

The first step: you'll be asked to put together a budget for your department for the upcoming year. It will need to include all costs for your department including salaries, travel, and supplies. You'll also need to justify these costs by explaining exactly what the company will get from those expenditures. Perhaps you'll assemble 50 cars? Or sell 20,000 widgets? Or provide financial statements each month and make sure all employees are paid accurately?

The next step: once you've turned in your budget, you'll probably be asked to present it to a group including senior management and the budgeting staff. You'll present your numbers and justification, and then you'll answer questions about the amounts you're requesting. Sometimes, companies will reduce or eliminate line items during the meeting if management doesn't feel the expenses are necessary.

The final step: once all the meetings are done, the budget staff will adjust budgets based on direction from senior management. They will then provide a final consolidation to management for approval. Once it's approved, the budget for your department will be sent back to you, and you can begin planning based on your final approved plan.

Zero Based Budgeting Advantages:

Accuracy: Against the regular methods of budgeting that involve just making some arbitrary changes to the previous year’s budget, zero-based budgeting makes every department relook each and every item of the cash flow and compute their operation costs. This to some extent helps in cost reduction as it gives a clear picture of costs against the desired performance.

Efficiency: This helps efficiently allocation of resources (department-wise) as it does not look at the historical numbers but looks at the actual numbers

Reduction in redundant activities: It leads to the identification of opportunities and more cost-effective ways of doing things by removing all the unproductive or redundant activities.

Budget inflation: Since every line item is to be justified, the zero-based budget overcomes the weakness of incremental budgeting of budget inflation.

Coordination and Communication: It also improves coordination and communication within the department and motivates employees by involving them in decision-making.

Although zero-based budgeting merits make it looks like a lucrative method, it is important to know the disadvantages listed as under:

Zero Based Budgeting Disadvantages:

Time-Consuming: Zero-based budgeting is a very time-intensive exercise for a company or a government-funded entry to do every year as against incremental budgeting, which is a far easier method.

High Manpower Requirement: Making an entire budget from the scratch may require the involvement of a large number of employees. Many departments may not have adequate time and human resource for the same.

Lack of Expertise: Explaining every line item and every cost is a difficult task and requires training the managers.

 Hariharan Laxminarayan is a procurement Professional with 25 years’ experience. He is an active member of the Chartered Institute of Procurement and Supply (CIPS), being a Chartered FCIPS, CIPS Global Congress Member and Chair at CIPS UAE - Northern Emirates. And a person I am happy to have as a friend and mentor for the past several years.


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