The Planning and Forecasting Blueprint

Planning and forecasting may feel as if they differ from business to business, but the underlying principles never change. It’s almost as if there are rules set in stone for successful planning. This got us thinking, and with help from the community over the past few months we put together ten not just rules but principles to plan by. We are now taking the next step to write the “Planning & Forecasting Blueprint.”

Why do we need a “planning and forecasting blueprint?” Because FP&A professionals are always striving to improve and share best practices, and we know the challenges that come with effective decision-making support in fast-moving business environments.

Sometimes it’s easy to take your eyes off the simple rules and get swamped by the complexities of your specific organization. But underneath the routines and the long-established habits you will always find sound principles and expectations. By re-focusing on the reasons why you act as you do in your role, you become more effective and add greater value to the business.