Contents

1 Introduction

2 Planning Hot Topics

3 Defining Planning Best Practice and Top Perfomers

4 Best Practice Case Study

5 Key Study Findings and Paragon's Recommendations

Key 1 - Standardise Your Data

Standardised Data, Meta Data and Assumptions

Key 2 - Ensure Data is Relevant

Collect the Right Data

Key 3 - Leverage Technology

Technology – What is the Best Approach?

Key 4 - Standardise and Simplify Your Process

Standardise and Simplify Your Process

Key 5 - Manage People and Process

Key 6 - Targets are Key

Ensure a Rigorous Target Process is in Place

Key 7 - Focus on Forecasting

6 The Paragon Approach

Where to Start?

The Planning and Budgeting Diagnostic

Diagnostic Case Study

7 Recommendation and Conclusions

The Seven Keys to Successful Planning, Budgeting and Forecasting

Standardise Your Data

Ensure Data is Relevant

Leverage Technology

Standardise and Simplify Your Process

Manage People and Processes

Address Targets

Focus on Forecasting

Oracle Whitepapers - The Seven Keys to Planning, Budgeting and Forecasting Success. Index