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3 Ways to Build Budget Plan Business fiscal health is reflected by setting up a budget. Draft your budget using these steps. A Review Your Aims Considering what your firm aims to achieve with a strategic plan helps. Review figures first, then decide what you must reach your aims. B Plan Your Financial Aims Estimate costs to reach your aims. Add several scenarios. Build a range to foresee each upbeat and downbeat case. C Emergency Planning Assess your cash statements and holdings, then design a plan for times when the firm faces trouble or cash halts stopped. D Review Your Aims Estimate costs to reach your aims. Add several scenarios. Build a range to foresee each upbeat and downbeat case.