Forecasting Toolkit

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Work with functional business peers in operations, finance, marketing, and sales to improve the Forecasting process and overall planning execution to sustain high levels of Customer Satisfaction, while Reducing Costs and improving Working Capital turnover.

More Uses of the Forecasting Toolkit:

  • Be accountable for general oversight of Forecasting daily and interval level workload, scheduling contact center resources, and managing service level delivery.

  • Manage Forecasting process and be the Single Point of Contact for status updates and reporting on forecasts and revenue plan to actual.

  • Analyze and control expenditures of department to conform to budgetary requirements; meet departmental financial objectives by Forecasting requirements, preparing an annual budget, scheduling expenditures, and analyzing variances.

  • Drive innovative and cutting edge technologies utilizing available Supply Chain IT tools for planning, customer collaboration, and drive inventory, Forecasting and planning improvements.

  • Be accountable for monitoring the divisions annual budget process and related Forecasting; plan and control overhead expenses, using appropriate auditing and systems reporting processes.

  • Standardize: influence technical teams to drive adoption of standards, manage inventory, inventory health, item level Forecasting, assortment planning.

  • Provide reasoned advice on modelling, planning and Forecasting with reference to cost, time and quality which incorporate your organization Strategic Direction.

  • Be accountable for analyzing, managing, and Forecasting inventory needs for retail customers, and working cross functionally to anticipate demands.

  • Audit: monitor external environment and internal trends, practices and utilization to remain current with sourcing, planning, and Forecasting procedures and systems.

  • Provide skill in budget development, budget Forecasting, cost analysis, and Cash Flow Management at all levels of operation, from project to organization wide.

  • Control: review monthly financial reports and close for accuracy, areas of saving/optimization, and opportunities for better financial Forecasting, management, and efficiency.

  • Initiate: partner with teams in accounting, Business Intelligence and Software Development to create an automated Data Flow between accounting, BI and planning and Forecasting.

  • Provide competence center Business Needs/requirements to ensure optimization of delivery and accurate Forecasting of resources and competence.

  • Provide workload Forecasting as new projects are secured and provide progress analysis regarding prospective unsecured projects (integrating efforts of the Marketing Team).

  • Collaborate with department of Organizational Effectiveness to develop and monitor data to enhance recruitment strategies, yield management, ROI, Forecasting, and Operational Efficiency.

  • Ensure timely and accurate material Data Collection to enable accurate material Forecasting to support on going repair activity.

  • Collect customer forecasts for planned activities and service and work with Forecasting and Inventory Management to integrate into overall forecast; establish guidelines for customers to manage circumstances when demand exceeds capacity.

  • Methodize: partner with Customer Success leadership and finance in managing and refining the renewals, expansion and churn Forecasting and compensation attainment process through the appropriate Reports And Dashboards.

  • Make sure that your planning meets warehouse operations financial objectives by Forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating Corrective Actions.

  • Manage work with purchasing in monitoring product purchases, inventory levels and pricing, Forecasting, and identifying new opportunities.

  • Be certain that your project complies; controls cost by adhering to standards of operations for Forecasting, budgeting, scheduling, payroll control, and other expenses.

  • Steer: ownership of annual budgeting and monthly Forecasting process, ensuring your organization achieves its aggressive revenue targets and strategic goals.

  • Lead: partner very closely with sales management to align strategies, renewal Forecasting, coverage plans, and account opportunities.

  • Oversee: monthly, weekly, daily and hourly Forecasting of inbound/outbound contact volumes and staffing requirements based on historical contact trends and business growth objectives.

  • Lead: place purchase orders for assigned materials and supplies, and communicates blanket order/ master scheduling/ Forecasting requirements to suppliers.

  • Accomplish financial objectives by collecting rents, Forecasting requirements, scheduling expenditures, analyzing variances and initiating Corrective Action.

  • Develop financial strategies by Forecasting capital, facilities, and staff requirements; identifying monetary resources; and developing action plans.

  • Create Business Case decision models and customer financial models and execute Process Mapping to optimize clients operational productivity, Forecasting, and budgeting processes.

  • Confer with fulfillment sales management, Business Management and Supply Chain Management on Demand Planning and Forecasting assumptions and analysis.

  • Ensure you steer; lead the development, enhancement and implementation of statistical and other quantitative models to support Forecasting, member behavior based scoring and other business applications.


Save time, empower your teams and effectively upgrade your processes with access to this practical Forecasting Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Forecasting related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Forecasting specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Forecasting Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Forecasting improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What systems/processes must you excel at?

  2. Should you invest in industry-recognized qualifications?

  3. What projects are going on in the organization today, and what resources are those projects using from the resource pools?

  4. What baselines are required to be defined and managed?

  5. Are accountability and ownership for Forecasting clearly defined?

  6. What are the uncertainties surrounding estimates of impact?

  7. What are the Forecasting resources needed?

  8. When should you bother with diagrams?

  9. Is the solution cost-effective?

  10. What is your competitive advantage?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Forecasting book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Forecasting self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Forecasting Self-Assessment and Scorecard you will develop a clear picture of which Forecasting areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Forecasting Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Forecasting projects with the 62 implementation resources:

  • 62 step-by-step Forecasting Project Management Form Templates covering over 1500 Forecasting project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Forecasting project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Forecasting project team have enough people to execute the Forecasting project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Forecasting project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Forecasting Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Forecasting project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Forecasting project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Forecasting project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Forecasting project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Forecasting project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Forecasting project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Forecasting project with this in-depth Forecasting Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Forecasting projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Forecasting and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Forecasting investments work better.

This Forecasting All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.