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Rolling Quarterly Forecast

Instead of rigid annual budget: rolling 4-quarter forecast, refreshed quarterly.

75 min Advanced

Goal

Break "January budget hit by 50% reality" — living forecast that refreshes.

Steps

1

Drop annual rigid budget as sole performance metric.

5 more steps locked

Expected Outcome

Immediate

You have 12-month visibility always — not "3 months left, unknown".

Evidence base

School: Beyond Budgeting

Founders: Jeremy Hope · Robin Fraser (2003)

Hope & Fraser — Beyond Budgeting (2003) from Beyond Budgeting Round Table; critique of rigid annual + rolling forecast.

Frequently asked questions

How long does "Rolling Quarterly Forecast" take?

This exercise takes about 75 minutes, practiced in a group in a Action format.

When will I notice the effect of "Rolling Quarterly Forecast"?

You have 12-month visibility always — not "3 months left, unknown". In the short term: In 2 quarters, investment decisions faster — know cash position.

Is "Rolling Quarterly Forecast" evidence-based?

Yes — it draws on Beyond Budgeting (Jeremy Hope, Robin Fraser (2003)). Hope & Fraser — Beyond Budgeting (2003) from Beyond Budgeting Round Table; critique of rigid annual + rolling forecast.

Is "Rolling Quarterly Forecast" suitable for beginners?

Its difficulty level is: Advanced. No external tools required — it can be practiced directly inside the app.

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