Running a twenty-minute forecast call

A forecast call that runs for an hour is usually a deal review in disguise. Split them, and the forecast call gets short and useful.

The agenda

1. The number: commit, best case and the gap to plan.
2. What changed since last week, and why.
3. The three deals that moved the number most.
4. What each manager needs from the room.

Prepare before the call

Managers update their commit before the call, not during it. The call is for questions, not data entry.

End with the number

Close the call by reading the commit out loud. If nobody objects, that is the number finance plans on this week.