March 2, 2021, 9:00 am - 3:00 pm Central Time. 

This boot camp describes how to create a forecast for a program that was not expected. This type of forecast connects the proposed program to business measures that will improve if this program is implemented.

Learning Objectives:

• List the five levels of data that are present with any project or program.
• Identify the data needed by executives along with their expectations.
• Select the experts to provide data to make the estimates for a forecast.
• Forecast the impact, ROI, and intangible benefits of an important project.
• Present the ROI forecast in a compelling way to senior executives.
• Use forecasting as a routine process to secure project approval and build relationships with clients, executives, and program sponsors.
• Describe an example of a real ROI forecasting case study.

Materials:

Each participant in this Boot Camp will receive a workbook, an application guide, an ROI model, a forecasting case study example, and an e-copy of the book, The Consultant’s Guide to Results-Driven Business Proposals: How to Write Proposals That Forecast Impact and ROI, by Jack J. Phillips, Ph.D., and Patti P. Phillips, Ph.D.

Facilitators:

Patti Phillips
Chief Executive Officer
ROI Institute, Inc.

Jack Phillips
Chairman
ROI Institute, Inc.