Marketing Planning and Forecasting

An advanced eight-module program helps organizations across industries move from activity-based marketing toward data-driven, financially accountable planning. Participants learn how to link marketing strategy to business outcomes, apply customer value and profitability metrics, use forecasting and predictive analytics to improve decision-making, and optimize budget allocation across channels. Through hands-on labs and a simulation-based capstone, teams develop financially informed marketing plans and performance frameworks tailored to their company’s industry, market dynamics, and growth objectives.

Who is this course for?

  • Marketing leaders and managers accountable for planning, budgeting, and performance outcomes.

  • Strategy, insights, and analytics teams focused on measurement, forecasting, and decision support

  • Digital, media, and growth leaders managing omnichannel investment and performance optimization

Marketing Strategy and Performance Metrics

Establishes the foundation for financially accountable marketing by linking strategy to meaningful performance metrics.

Customer Value & Profitability Metrics

Introduces customer-level metrics that inform smarter acquisition, retention, and investment decisions.

Return on Marketing Investment (ROMI)

Focuses on measuring and improving the financial impact of marketing investments.

Forecasting & Predictive Analytics

Covers practical forecasting methods that support proactive marketing planning.

AI Integration in Marketing

Explores how AI enhances planning, forecasting, and execution.

Omnichannel Media Planning & Optimization

Teaches how to design and optimize integrated channel strategies.

Campaign Planning Simulation

Applies course concepts in a team-based simulation.

Capstone Presentation & Peer Review

Concludes with presentation and refinement of a complete marketing plan.