Description
This module teaches managers to build useful forecasts and scenarios that inform capacity, hiring, and budgets. You will learn to create a baseline forecast, then layer optimistic and conservative cases with clear assumptions. Spreadsheet templates include seasonality toggles, sensitivity sliders, and error tracking for continuous learning. You will practice converting external signals into model inputs, such as holidays or marketing pushes. A risk section explains how to quantify uncertainty without pretending to know the future. You will learn to present ranges instead of single numbers and tie each range to a concrete action plan. Case exercises feature demand planning, support ticket volume, and pipeline coverage for sales. You will also build a one-page scenario brief that executives can approve in a single meeting. A review checklist ensures assumptions are documented and owners are assigned to each driver. By completion, your forecasts will be transparent, adaptable, and useful in the real world.
Learning module + spreadsheet templates + case exercises
3.5 hours
Baseline forecasting, scenarios, sensitivity, action ranges, assumption management.
Ops managers, finance-adjacent leaders, service owners planning capacity and budgets.
