Forecasting Operational, Capital, and Financial Needs for Planning Purposes is an in-person workshop that aims to accomplish these learning objectives for attendees:
- Define key transit need forecasting terms (e.g., estimating, projecting, and forecasting; service, operational, capital, and financial needs).
- Explain how to forecast operational needs.
- Explain how to forecast capital needs.
- Explain how to forecast revenues.
- Explain how to prepare a financial plan.
The workshop is divided into several modules. The module content and detail is usually customized, depending on the audience and time allotted for the workshop. A typical list of modules includes:
Standard Modules
- Forecasting Operational, Capital, & Financial Needs – An Overview
- Getting Started – Foundational Steps
- Service Cost & Revenue Analysis
- Forecasting Future Service Needs
- Forecasting Operational & Capital Needs
- Forecasting and Applying Revenues
Resources from Deliveries
Below is a list of deliveries of the workshop. Workshop materials used in each delivery are available at the links below.