A utilidade do forecasting no ciclo de planeamento estratégico

: estudo acerca da realidade empresarial portuguesa

Abstract

The growing uncertainty that organizations have been facing causes as a challenge to organizations, by making the planning and control much more difficult. When facing this new reality, arises the need to search for complementary management tools, which will agilize and improve the decision making process. That being said, the implementation of rolling forecasts on companies points out to be a promising solution to face these new adversities. This dissertation aspires to study which will be the impact on the strategic planning cycle when in use of forecasting tools. More specifically, it intends to measure the adherence and interest level of the usage of rolling forecasts and which will be the additional benefits it brings to the organization. A quantitative approach was used with the application of a survey to Portuguese companies and carried out by an analysis using simple statistic methods. Summing up, the findings of this study point to the fact that most companies have not yet found the need to complement their budgeting process with other tools. Nevertheless, what has emerged is that, when using rolling forecasts, companies proved to be more agile in their planning, making it easier to attain goals and improve performance.

Date of Award	2 May 2024
Original language	Portuguese
Awarding Institution	Universidade Católica Portuguesa
Supervisor	José Miguel Pereira dos Santos de Oliveira (Supervisor)