"We focus not only on what a project manager would think, but how we can give that project manager a wider-angle view that they'd have if they were a COO, CEO, or CFO, so that when they're making decisions closer to the business, they're doing it with the perspective that's outside of their point of view. Because, overall, I believe that forecasting as a team is going to change your business." Tom O’Neill

The finer details of this episode:

The importance of a wider-angle view
Defining a methodology for consistent delivery of productized services, rather than micromanaging down to every single task
The need for agencies to shift from a reactive approach to a more proactive and planful approach in forecasting and resource planning

Episode resources:

Summit Virtual CFO by Anders website – summitcpa.net
Email us with questions or if you’d like to be a guest on the show – vcpasuccessshow@anderscpa.com
Capacity & Resource Planning Software | Parallax (getparallax.com)

Forecasting as a Team Sport with Tom O’Neill 38:44 Share

Creative Agency Success Show

Shownotes Transcript

Forecasting as a Team Sport with Tom O’Neill