Annual Planning & Forecasting
Plan for the Year Ahead with Confidence
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Introduction + Resources
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Preparing to Forecast
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Lesson 1: Key Financial Terms
In this lesson, Sarah introduces you to the financial terms you need to know before heading into the forecasting process.
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Lesson 2: Key Trade Marketing & Promotions Terms
In this lesson, Felice introduces you to the trade marketing and promotions terms you need to know before heading into the forecasting process.
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Lesson 3: Tour the Forecasting Tool Kit & Gather Your Data
In this lesson, you’ll get a tour of the tool kit, as well as find out what you need to start the forecasting process
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Build Your Financial Forecast
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Lesson 1: Enter Your Sales Data
In this lesson, you’ll begin working with the forecasting tool.
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Lesson 2: Make Your Sales Projections
In this lesson, you’ll learn how to project sales with OR without historical data.
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Lesson 3: Plan Your Trade Marketing & Promotions
In this lesson, Felice walks you through how to enter promotions planning into your forecast.
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Lesson 4: Consider Your Operating & Other Expenses
In this lesson, you’ve got sales, marketing and COGS projections in place, now it’s time to finish out your projections by considering your operating and other expenses.
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Lesson 5: Review Your Forecast!
It’s time to review your completed Financial Forecast!
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Meet your instructors
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Meet your instructors ✳
Felice Thorpe
Sarah Delevan
Join The Good Food CFO, Sarah Delevan & Felice Thorpe, Founder of Felice Foods and CPG Sales Expert, in this Annual Planning & Forecasting Course.
What you’ll learn
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Many Food Founders don’t complete this process because they are afraid to get it wrong - especially when it comes to sales projections.
We’re here to demystify the process!
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We will guide you through developing a robust trade spend and promotional calendar that you can refer back to all year long.
You’ll also create a projection for your operating & other expenses.
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You’ll walk away with improved Trade Marketing and Financial Knowledge, a 12-Month Financial Forecast and a Game Plan for the year ahead.
Course FAQ
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The Annual Planning & Forecasting course is designed for Good Food Founders who want to overcome uncertainty to confidently make sales projections.
Building a Financial Forecast is like having a roadmap for your business. The more robust that forecast is, the more confident you can be that you are headed in the right direction.
Many Food Founders don’t complete this process because they are afraid to get it wrong - especially when it comes to sales projections and promotional planning. We’re here to change that!
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Nope! The Forecasting template is an easy-to-use Google Sheets template that can also be downloaded to Microsoft Excel.
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As an expert Excel & Google Sheet user, I can confidently say that you DO NOT need to be an expert to use this tool. The layout is simple, and there are no formulas or special skills needed to build your custom bundles and discounts.
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Every business is different, and while I know this tool is easy to use, you may have questions specific to your business that you want to ask. CFO Office Hours are a great place to do just that! With a Monthly Pass you get access to one-on-one coaching in a small group setting (5ppl or less).
Learn more about CFO Office Hours