In this episode of The Revenue Stream, I had the chance to sit with Emily Kramer, co-founder of MKT1 and a seasoned marketing leader, and dive into the essentials of planning and forecasting.
Emily spoke at length about planning and forecasting in UserEvidence’s podcast with Mark Huber, Adam Goyette, and Jeff Ignacio. And we thought this needed a longer and a more detailed breakdown of how to do planning and forecasting. That’s why, we’re launching this in two parts.
In today’s episode, Emily shared the importance of setting KPI, project, and ops goals (KPO), how to navigate the complex relationship between planning and forecasting, how to think about long-term strategic bets, and teams you need to involve in your planning process.
Join us for a deep dive into how businesses can set themselves up for both short-term and long-term success.
I had so much fun chatting with Emily in this episode and I hope you enjoy listening to it just as much.
PS: Stay tuned for Part 2 where Emily helps me improve my forecast live on the podcast.
00:00 Introduction
02:13 Emily’s background and experience
04:41 Planning & Forecasting – Which should you do first?
05:44 Deep dive into marketing planning
10:47 Types of forecasts
15:23 Forecasting best practices
16:20 Planning with a cross-functional team