Forecast Discipline Guide Skill

When to Use

• Running weekly/monthly forecast calls.
• Coaching managers on commit/best case criteria.
• Aligning go-to-market teams on inspection processes.

Framework

1. Forecast Tiers – define commit, best case, pipeline, upside with clear exit criteria.
2. Grading Rubric – outline inspection questions and data required for each tier.
3. Cadence – schedule prep steps, live inspections, and follow-up check-ins.
4. Accountability – log actions, approvals, and exceptions tied to each commit change.
5. Continuous Improvement – review accuracy vs actuals, adjust rubric/cadence quarterly.

Templates

• Forecast call agenda + checklist.
• Commit change request form.
• Accuracy retro template with action items.
• GTM Agents Inspection Worksheet – standardized questions (deal health, decision process, paper process, risk plan) @puerto/README.md#244-271.