FI-015 · Finance & Commercial
Financial Forecasting and Scenario Planning Toolkit
Plan for more than one version of the future, not just the one you're hoping for
IN PREPARATION
About this toolkit
A practical Finance & Commercial toolkit that helps owners and managers understand the evidence, make a controlled decision and turn it into owned action. Plan for more than one version of the future, not just the one you're hoping for.
What this toolkit helps you achieve
- Build an evidence-based base forecast
- Prepare downside and upside scenarios
- Set triggers, actions and a regular forecast review
What’s included
- The Four-Part Forecasting Cycle: Build, Stress-Test, Decide, Revisit
- The Five Golden Rules of financial forecasting and scenario planning, on one page
- A plain-English guide to the four pillars a credible forecast rests on: Base Case Assumptions, Scenario Range, Trigger Points, Forecast Accuracy Review
- A worksheet and checklist for building and running a scenario plan
- A twelve-question coaching bank for the conversation before, during and after building a forecast
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Best for
Owners and managers who need a live forecast with clear downside, base-case and upside responses.
Expected practical outcome
Build the base case on evidence, not last year's number with a hopeful percentage added on. Build a downside and an upside case alongside it, agree what would trigger a response in each before you need one, and check the forecast against actuals often enough to actually learn from the gap.