Why your 3-month forecast is obsolete the moment it’s created
You want reliable 3-month forecasting visibility, but like many Finance and Operations leaders, you find that maintaining plan accuracy is a constant struggle. This often happens when “capacity” is unclear.
It’s time to get back to square one and master the forecasting game.
Join us on February 26th as we examine a new approach to planning in your organization. We will demonstrate how to consolidate different inputs into one unified view – giving you a single, coherent outcome without needing to perfectly understand every tool upfront.
This session shifts the focus from forecasting as a financial output to forecasting as a continuous planning input. We will walk through the practical lifecycle of a resourcing plan – from the initial SOW draft to a confirmed schedule – and demonstrate how to maintain its accuracy in the dynamics of daily operational changes.
Building on this lifecycle, we will cover:
- Establishing the Baseline: How to translate SOWs into draft plans and confirm them to create a shared language between Finance and Ops.
- Dynamic Maintenance: How to prevent data decay and keep plans current despite daily project shifts.
- Strategic Application: How to use this new visibility to drive P&L decisions—specifically knowing when to sell at cost to clear the bench, when to raise prices during overload, and how to adjust hiring velocity based on actual demand.
Who Should Attend?
- Finance Leaders: Who need to align financial forecasts with operational execution to protect margins and cash flow.
- Operations Leaders: Who want to balance resource workload with delivery time and budget constraints.
- Delivery Executives: Who need to ensure that sold scope matches delivery reality without constant manual updates.
Why Attend?
Extend your forecast by at least 3 additional months. Discover the operational process that allows top-performing companies to secure a reliable, rolling quarterly forecast by the end of 2026.
Save your seat to learn how to turn your resource plan from a static spreadsheet into a living decision engine.
