PLANNING & FORECASTING

Service Description

Without vision, organizations are rudderless surrendering their destiny to the control of others. Our Planning and Forecasting services bind risk, reduce the cost of capital and minimize disruption to the core business. Management of Change (MOC) Change may involve risk and exposure to potential hazards. Thus, Change Management is also risk management. We provide a structured review and authorization process in addition to relevant metrics for monitoring proposed changes prior to implementation. 5-Year Vision A 5-year vision provides a clear, compelling vision of “what” to ease the development of “how”. • Revenue/Earnings Forecast • Markets Served • Pro-Forma Forecast • Organizational Competencies • Competitiveness and Business Risk Assessment Innovation Planning Our approach to Innovation Planning integrates vetting stage-gates into a real options valuation framework to limit financial exposure. Technology Roadmap While many enhancements tout “bolt-on” capability, in actuality they will result in some degree of disruption or trade-off. Selection of one technology may be at the opportunity cost of another. Here it pays to begin with the end in mind. Capital Planning Competitive sourcing, optimal structure and precise placement of capital are common attributes of financial performance leaders. We create customized Capital Plans based on your financial performance goals.