1.Abandoning processes that do not work.
2. Ownership of project is in-house
3. Forecasting at category level rather than account code level.
4. Adopting a fast light touch
5. Using a planning tool
6. Linking to current and future strategic issues and drivers
7. Separating targets and realistic forecasts.
8. A bottom-up process that is done quarterly.
9. Designing the planning tool with months of 4 or 5 weeks.

Next steps

To purchase ‘How to Implement a Forecasting and Planning Tool – and get it right first time – Toolkit (80 page Whitepaper + electronic templates)’