APPENDIX G Implementing a Quarterly Rolling Forecast Checklist
This checklist is an evolving tool and is designed to help ensure that while you are juggling the balls, you do not drop the ones that matter.
| Secure Senior Management Team Commitment | ||
| 1. Sold the change through senior management team’s (SMT) and the board’s emotional drivers (historic evidence, including costs, better practices, benefits to them) via a presentation, |  Yes | No |
| 2. Get the board and SMT to agree to separate targets from forecasts. | Yes | No |
| 3. Get commitment for the foundation stones of a quarterly rolling planning process. | ||
| a. Separation of targets from forecasts (telling management the truth rather than what the managers want to hear). | Yes | No |
| b. A bottom-up process performed quarterly. | Yes | No |
| c. Forecast past year-end (e.g., ... |
