CHAPTER 7
Creating Plans, Reporting Year-to-Date Results, and Making Forecasts
In chapter 6 we practiced creating the templates for the three types of management reports, and this chapter will help you populate those templates with plans, year-to-date (YTD) results, and forecasts. We will tackle creating the plan numbers first, followed by reporting YTD results, and finally making forecasts, which depend on both the plan and YTD numbers.
Creating Plan Numbers
Many L&D practitioners are tasked with creating plan numbers or targets for each type of measure. They may find it challenging at first; however, it is essential to get comfortable with the practice of creating plans if you want to run learning like a business and be able to generate the ...
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