Overview

Learn how lean organisations have been able to produce the annual plan quickly, in less than two weeks, and eventually replace it with a quarterly rolling planning process. Discover how rolling forecasting is the key to help make this happen.

This is the first session of the three part webinar series Lean planning and forecasting for the 21st century

Upon completion of the series, you will be able to:

  • recognise the need for change
  • formulate a strategic way forward
  • re-design your planning and forecasting so they play a bigger part in getting your organisation future ready.

Session one will cover:

  • the burning platform
  • the three-steps selling process
  • the journey
  • costing out the existing process
  • the 100-row rule for Excel
  • 21st-century tools for forecasting and planning
  • steps to purchasing a planning tool.

Other sessions in this series

Date and time

Webinar title

On demand recordingPart two: Sorting out the annual planning process

16 November 2016

9.00am-10.30am GMT

Part three: Sorting out the forecasting process


Speaker details

David Parmenter, author and international presenter, has been helping finance teams around the world, embrace swift month-end and year-end reporting, adopt 21st-century applications, and replicate better practice report formats for 15 years.

He has written over 15 pieces for Accounting and Business magazine and has partnered with ACCA on a number of lean finance webinars: