Dynamic Planning Best Practices: Leverage Rolling Forecasting & Management Reporting

Strata and John Muir Health have partnered together to transition from a traditional budgeting process to a dynamic planning process. Through this transition, they have established a process and cadence to ensure accountability and achieve their financial targets. Learn more about this partnership and how Strata and John Muir have transitioned the culture from preparing annual budgets to rolling forecasts and focusing on financial metrics all the way from the Board to department level.

Learning Objectives:
1. Learn about one approach in starting and continuing your journey to Advanced Planning
2. Understand the connection between Management Reporting and Rolling Forecasting
3. Learn about continuing the evolvement of the Advanced Planning Process