Business English · 8-minute exercise

Agreeing next steps in budget review meetings: English practice

Practise agreeing next steps in budget review meetings. This exercise helps you turn a discussion into an action with an owner and an agreed follow-up. You take the role of a department manager and speak with a finance colleague. You can work alone by recording both parts, or ask a partner to respond naturally.

LONED EditorialPublished Example + editable working sheet
What you will work towards

Turn a discussion into an action with an owner and an agreed follow-up.

Your situation

You are reviewing a proposed campaign budget. The draft combines production fees and advertising spend, making the assumptions difficult to compare.

Known detail: the review covers one month and all figures need the same currency. Your communication task is to separate the cost categories and confirm the approved cap. Keep that task in mind while practising the language; accuracy matters more than sounding elaborate.

Your rolea department manager
Other persona finance colleague
What is unresolvedproduction and advertising costs are combined in one figure
Possible agreed outcomeyou will send a revised budget with separate categories and assumptions

A useful language pattern

The next step is … Who will own it, and when should we check in?

An action is more useful when responsibility, dependencies and timing are explicit.

Example: “The next step is to separate the cost categories and confirm the approved cap. Who should own it, and when should we check in?” This is one way to express the idea. Change the wording when the actual situation calls for a different level of formality.

Less useful wordingWe will do something about it.
Clearer follow-upLet us list that information and agree when I will send it so the next step is realistic.

Example exchange

An illustrative exchange. Real conversations will take a different path.

YouThe next step is to separate the cost categories and confirm the approved cap. Who should own it, and when should we check in?

PartnerI can take ownership, but I need the information we discussed.

YouLet us list that information and agree when I will send it so the next step is realistic.

PartnerLet us confirm what we have agreed and what still needs checking.

Vocabulary for this conversation

allocationan amount assigned to a particular purpose
estimatean informed calculation that is not yet a final amount
approved capthe maximum amount authorised for spending

An eight-minute practice

  1. Minute 1: read the situation and identify what is known, what is uncertain and what you need to separate the cost categories and confirm the approved cap.
  2. Minutes 2–3: Agree an action, owner, required input and follow-up time.
  3. Minutes 4–5: ask a partner to reply differently from the example. Respond to their meaning rather than restarting your prepared answer.
  4. Minutes 6–7: review the three criteria below. Rewrite one unclear sentence using shorter, more specific words.
  5. Minute 8: repeat the difficult exchange without looking at the model. Finish by confirming the next step.

Make the exercise easier or harder

You do not need an idiom or a complicated sentence to sound professional. Check that the listener understands the message, can ask a question and knows which action follows. This exercise does not assess your accent or certify a language level.

More supportKeep this pattern visible: The next step is … Who will own it, and when should we check in? Practise one exchange at a time and ask the other person to speak more slowly when needed.
More challengeAdd a new constraint: the other person cannot answer immediately. Keep the discussion accurate while you separate the cost categories and confirm the approved cap.
For your actual workReplace the fictional detail “the review covers one month and all figures need the same currency” with an appropriate, non-confidential example from your work.

Your working sheet

Write your own version below. Notes are saved on this browser when local storage is available. Use Download to keep a separate copy; avoid adding confidential information on a shared device.

Example: The next step is to separate the cost categories and confirm the approved cap. Who should own it, and when should we check in?

Example: I can take ownership, but I need the information we discussed.

Example: Let us list that information and agree when I will send it so the next step is realistic.

Example: Let us confirm: you will send a revised budget with separate categories and assumptions. Have I understood correctly?

Review your work

Tick only what you can support with your answer or practice. This is a reflection checklist, not an automated assessment.

Questions about this resource

Do I need advanced English for this exercise?

Start with the sentence pattern and a short exchange. If that is comfortable, use the harder variation. The exercise can be adapted to your ability and does not assign a formal language level.

What should I focus on in budget review meetings?

The practical task is to separate the cost categories and confirm the approved cap. Check that your language helps the other person understand the facts and respond to the request.

Can I use this dialogue at work?

Adapt it to the real situation. Do not repeat fictional details or commitments. The useful part is the communication pattern: The next step is … Who will own it, and when should we check in?

Original fictional language practice. Model answers are examples, not the only correct wording. The self-review is not a formal language assessment. About these resources.