1️⃣ Start with trust
Set the tone by encouraging early thinking—even if it's messy or incomplete. Teams are more likely to surface valuable ideas to finance when they know they don't have to be perfect to be heard. Being part of the iteration builds better solutions, faster.
2️⃣ Be transparent when saying no
When finance has to say no, adding context whether about budget, timing, or tradeoffs, goes a long way. It helps teams understand the rationale and keeps the conversation open for smarter alternatives.
3️⃣ Default to curiosity
Instead of evaluating too quickly, ask questions: What's the problem we're solving? What would success look like? Is there a way to test something? Curiosity signals partnership and invites collaboration.
Leading this way doesn't mean saying yes to everything. It means creating an environment where the best ideas can surface quickly—and finance is at the table from the very beginning. |