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Yearly Planning Webinars - Recordings available

Watch the recording now: The yearly planning struggle webinar.

Planning of the next year’s budget is very often a cumbersome process. Budgets are mostly defined top-down and demands are raised bottom-up. Due to the different systems and persons involved, this often results in an error-prone process with a lot of effort to getting the numbers done right and the planning to be accurate. 

 

In many organizations this also includes that many Excel-sheets are sent around and have to be maintained. This then makes an ongoing comparison against the planning (aka quarterly reviews) very difficult.

Agenda:

  1. Portfolio planning 101 – what does it mean and how can it help?
  2. Portfolio planning – state of the union
  3. Portfolio management best practices
  4. Solution intro & overview
  5. Live demo of portfolio management
  6. Summary and Q&A
 

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