Forecasts inform the Medical Center about how future operations will perform. In Workday Adaptive Planning, these forecasts include projecting future volumes, personnel/FTE’s, revenues, and expenses, and will often begin with a rolling twelve-month average as the baseline.
The first quarter forecast will be completed each October, followed by the second quarter forecast each January.
Introduction to Adaptive Planning
Hospitals & Clinics
Forecast Checklist: Hospitals & Clinics
Presentation Slides: Hospitals & Clinics
Video: Workday Adaptive Planning Forecast Training: Hospitals and Clinics (H&C)
MCA
Video: Workday Adaptive Planning Forecast Training: Medical Center Administration (MCA)
VMG & Academic Enterprise
AE: FY25 Q1 Forecast Roll Forward and Explanation Template
AE: FY25 Q1 Forecast Calendar & BFT Close Calendar
Videos:
FY25 Q1 AE/VMG Forecast Training Session - Clinical (Recorded 10.4.24)
FY25 Q1 AE/VMG Forecast Training Session - Clinical (Recorded 10.7.24)
FY25 Q1 AE/VMG Forecast Training Session - Non-Clinical (Recorded 10.4.24)
FY25 Q1 AE/VMG Forecast Training Session - Non-Clinical (Recorded 10.7.24)
Note: 10/4 and 10/7 sessions include the same content, so it is only necessary to watch one or the other.