Mission and goals of the organization
Ethical considerations related to finance and budgeting within the organization
Technological considerations for improving the efficiency or effectiveness of finance and budgeting within the organization
Applicable laws, regulations, and policies impacting the organizations financial and budgetary operations
Internal factors impacting successful strategic financial planning
Evaluation of the organizations annual financial report
Evaluation of the organizations revenue sources
Evaluation of the organizations expenditures
Assessment of the organizations overall financial condition