Obtaining an Accurate Forecast For Your Business

Most weekday mornings I get up around 5:00 A.M.want to obtain an accurate forecast for our
to get ready for my work day. Part of mybusiness. I recommend beginning with employees
morning routine involves turning on the televisionbecause they have a direct impact on the
to catch the weather forecast. I live in a climateperceptions of our customers. Regular employee
where the weather can be quite variable. In thesurveys (at least once a year) can keep us well
morning people may be wearing layered clothinginformed of attitudes and perceptions. Provided
and jackets and by the middle of the afternoonthe survey is well designed and properly analyzed,
they are wearing shorts and T-shirts. Or someits results will reveal the key drivers of our
days it is just the opposite; you start out in shortemployees' behavior. This means we will have
sleeves and before the day is over thewhat we need to forecast employee behavior.
temperature has dropped 20 or 30 degrees andSurveys help us to easily identify areas in which
you are grabbing for your jacket. Precipitationwe need to concentrate our change efforts in
here also varies considerably. One moment thereorder to get maximum returns. By quickly taking
is not a cloud in the sky and a few minutes lateraction on survey results, I have seen the scores
it is dark and raining so hard you can barely seeof some companies improve as much as 30
to drive.percentiles within a time span of only a few
I watch the weather forecast in the mornings inyears. Pfeffer and Veiga both believe that when
order to be prepared for these temperature andorganizations look at their people and see them as
precipitation changes. I feel more prepared forthe fundamental resources on which their success
leaving the house if I know what to expect. Therests, anything is possible. However, if we do not
forecast enables me to know whether to wear arecognize how valuable our human assets are,
sweater, jacket, or raincoat, or if I need to takechange efforts and new programs become
such items with me for use later in the day.gimmicks and no army of consultants, seminars,
Knowledge of the forecast also helps me makeand slogans will help bring about change.
an informed decision regarding footwear - Is itOnce we have a process in place for forecasting
okay to wear leather shoes or do I need to wearemployee behavior, we must add a process for
shoes that are waterproof? Do I need to take anforecasting customer behavior. Customer surveys
umbrella?can provide us with the means of better
Once I leave home and begin my commute tounderstanding our customers. One of the key
work, I begin to notice other people on their waypieces of information we can obtain directly from
to work or school. Observing them, I sometimesour customers is their overall satisfaction.
come to the conclusion that many of them eitherCustomer satisfaction has an impact on behavior.
did not watch a weather forecast before leavingEven more importantly, we can also learn
home that morning or, did so but ignored it. Iwhether our customers plan to return and do
decide this because I will see people out in shortbusiness with us again. It takes less effort and
sleeves with no jackets with their arms crossedmoney to keep the customers we have than it
over, shivering in the 49 degree morning. Ondoes to recruit new ones. Another piece of
other occasions I see people trying to cover theirinformation customers can provide that broadens
heads with a newspaper or anything else theythe scope of our forecast, is whether they will
can find as the rain pours down on them andrecommend us to others. This may be one of the
they have neither a raincoat nor an umbrella.most crucial pieces of information because it
Unfortunately, I observe the same lack ofrequires a high level of confidence in the
preparedness in some companies who do notconsistency of a product or service. You put your
affectively anticipate the behavior of consumers.own reputation at risk when you recommend a
Some businesses try to be successful by lookingbusiness to someone else. What if the person has
to other companies as models of excellence. In ana bad experience with it?
article on factors affecting success in business,A few months ago, a friend of mine
written by research professor Spyros Makridakisrecommended a restaurant to me. It was a small,
and published in the European Managementlocally owned restaurant located in a strip mall. My
Journal, this approach of looking for prescriptionsfriend told me the restaurant was cozy, the food
from past success stories is discouraged.was excellent, and she had received great service.
Makridakis argues that management theories andNot long after she made the recommendation, a
tools are like the fashion industry in that theyvendor invited me to lunch and asked me to pick
have their moment of glory and die. He observesa restaurant. Alas, I suggested the restaurant my
that very few survive and sometimes theirfriend had recommended. When we arrived, we
passing leaves extensive corporate damage.found the place to be cozy as my friend had said.
When reviewing the large number of theories thatWe were invited to sit wherever we like and
have briefly blossomed from the 1960s onwards,chose a table in a quiet spot. Immediately a
he suggests we avoid extrapolating from thoseserver came to ask what we would like to drink.
past success stories.Just a moment later, the vendor I was with
Why? It seems intuitive that if a strategy workedlooked down and saw something on the table and
for others and enabled other businesses to notdetermined it looked like blood. "Surely, it isn't...."
only survive but also thrive, why shouldn't we lookwe hoped. Then the vendor realized there was
to these as models? Makridakis advises against itmore than one spot. We decided to move to
because the environment in which our businessesanother table. The vendor decided to go wash her
operate is continually changing. He purports thathands and after she returned from the restroom,
companies will stand a much higher chance ofI did the same. On the way back to our table, I
success in the future if they follow a strategy ofnoticed more drops on the floor. Another server
expecting change and adopting an attitude whichcame and brought our drinks and we made her
accepts that future performance will be directlyaware of the situation. A few moments later, we
linked to accurately predicting forthcoming changeheard her explain to someone who appeared to
and correctly assessing implications.be a manager or perhaps one of the owners,
Thus, Makridakis expects change and believesthat the server who initially had taken our drink
that if our businesses are to succeed we mustorder had cut himself but was refusing to
also expect change and be cognizant of how thatbandage the cut. At that point, we left the
change will impact our company's success. Thisrestaurant never to return. Now I must say, I will
expectation of change is consistent with the viewthink twice about patronizing a business
of many Americans. Recently, the National Politicalrecommended by this friend. I did tell her about
Research Institute (NPRI), a division of thethe experience (later that same day, I might add),
National Business Research Institute (NBRI),and she did not want to return to this restaurant
completed a public opinion survey that measuredeither and I got the feeling that she will be
respondent's attitudes about the economy. Thehesitant to recommend places in the future.
sample included nearly 2,400 residents fromBottom line, if our customers will recommend us
across the U.S. When asked about whether theyto someone else, they have faith in our ability to
believed the U.S. economy would stay the same,consistently provide high quality services/products.
decline, or improve over the next 12 months,If our forecasts are going to be useful to us in
40% believed it would decline and 36% believed itmanaging our human assets, they need to be
would improve, compared with 23% who thoughtaccurate. To obtain accurate forecasts we need
it would stay the same. Over half of thesurvey instruments that are of high quality. That
respondents (63%) believed their householdis to say, they must be scientifically constructed.
expenses would increase over the next year.Without a high quality instrument, we will not get
Americans themselves expect change. In addition,high quality information. I have a colleague who
the NPRI survey revealed that 72% ofpurchased an inexpensive voice recorder for his
respondents perceived that the economicwork a few years ago. It worked well for about
downturn had negatively impacted them. When18 months and then quit working. He owned a
asked what single factor contributes the most tonumber of other products by this same
their overall quality of life, 58% reported that itmanufacturer that had held up very well so he
was the cost of living.decided to purchase another voice recorder by
The bleak outlook that many in the U.S. have ofthe same company but this time he would get a
the economy and its impact on their lives can bemore expensive model (assuming that it would be
cause for concern for companies. We want salesbetter than the first). This new recorder did not
of our products and services to increase, notlast as long as the first! It still records but the
decrease. But in this economic climate manysound quality of the recording is so poor that you
consumers are cutting back on expenditures. Socannot determine what is being said, making the
how can we obtain an accurate forecast for ourproduct worthless. So once again, he is going to
businesses? The answer is simple: we mustpurchase another recorder and this time, from a
manage our human assets well. This means wedifferent manufacturer.
have to be knowledgeable of the attitudes andUnfortunately, I know of companies that have
perceptions of our customers. But our customerspurchased cheap, poorly constructed surveys
are not our only human assets. We must also bethinking they were saving money. In the long run
aware of the attitudes and perceptions of ourhowever, they discovered the results were not
employees. These two groups are intricatelyuseful and they had to start all over with another
related.firm and instrument. When selecting a research
Jeffrey Pfeffer, the Thomas D. Dee Professor offirm to conduct employee and customer surveys
Organizational Behavior at Stanford Businessit is imperative to hire a firm with:
School, and John F. Veiga, the Airbus Industrie- well qualified consultants (preferably people
International Scholar, professor, and head of thetrained at the doctoral level in organizational
Department of Management at the University oftheory, statistics, and research);
Connecticut, both agree that putting people first is- survey instruments that have been standardized
key to organizational success. Both scholarsbased on hundreds of thousands of responses;
report that they have seen a disturbing- the ability to provide you with benchmarking
disconnect in organizations in which they ignoredata; and
the fact that there is a direct relationship between- executive summaries that identify the drivers of
a company's financial success and its commitmentyour sample's perceptions. This will provide you
to treat people as assets. The results ofwith the depth and scope of information you
numerous rigorous studies have led them toneed to get an accurate forecast of your
conclude that we must take seriously the adagebusiness. Armed with an accurate forecast, you
that "people are our most important asset" if wewill be prepared for whatever weather conditions
want to experience increased profits.await you.
So, it is with people that we must begin if we