DEMAND PLANNING ACCURACY CHECKLIST

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--- DATA SOURCE VALIDATION ---
[ ] Data Source 1: Sales System (Connected & Accurate, Connected, Requires Verification, Disconnected/Unavailable)
[ ] Data Source 2: Market Research Data (Connected & Accurate, Connected, Requires Verification, Disconnected/Unavailable)
[ ] Last Data Refresh Timestamp (Epoch)
[ ] Next Scheduled Data Refresh Date
[ ] Data Integrity Notes
[ ] Data Security Protocol (SSL/TLS Enabled, Firewall Protected, Other (Specify))

--- HISTORICAL DATA REVIEW ---
[ ] Number of Years of Data Reviewed
[ ] Description of Data Cleansing Steps Performed
[ ] Data Source Verification Status (Verified, Needs Verification, Not Applicable)
[ ] Last Data Audit Date
[ ] Data Anomalies Identified? (Significant Outliers, Seasonality Variations, Trend Changes, No Anomalies Found)
[ ] Notes on Data Quality Issues & Resolutions

--- FORECAST METHOD SELECTION ---
[ ] Primary Forecasting Method (Statistical, Qualitative, Hybrid (Statistical & Qualitative))
[ ] Statistical Method Used (if applicable) (Moving Average, Exponential Smoothing, Regression Analysis, ARIMA, Other)
[ ] Justification for Method Selection
[ ] Forecast Horizon (in weeks/months)
[ ] Software Used for Forecasting (Dedicated Forecasting Software, Spreadsheet (e.g., Excel), ERP System, Other)
[ ] Factors Considered in Method Choice (Data Availability, Forecast Accuracy Requirements, Complexity, Resources Available)

--- KEY ASSUMPTION VALIDATION ---
[ ] Describe Promotional Activities Planned
[ ] Estimated Impact of Promotional Activities (Units)
[ ] Market Trend Influencing Demand (Increasing, Decreasing, Stable, Uncertain)
[ ] Estimated Impact of Market Trend (Percentage)
[ ] Date of Key Market Event
[ ] Describe any external factors impacting demand
[ ] Competitor Actions Considered (New Product Launch, Price Reduction, Marketing Campaign, No Significant Action)

--- COLLABORATION AND COMMUNICATION ---
[ ] Summary of Sales & Marketing Input
[ ] Communication Method Used (e.g., Meeting, Email, Shared Document) (Meeting, Email, Shared Document, Other)
[ ] Date of Last Collaboration Meeting
[ ] Stakeholders Involved in Collaboration (Sales, Marketing, Finance, Supply Planning, Product Management)
[ ] Key Decisions Made During Collaboration

--- FORECAST ERROR METRICS ---
[ ] MAPE (Mean Absolute Percentage Error)
[ ] MAD (Mean Absolute Deviation)
[ ] RMSE (Root Mean Squared Error)
[ ] Bias (Mean Forecast Error)
[ ] Forecast Error Trend (Overall) (Improving, Stable, Worsening)
[ ] Forecast Accuracy (%)
[ ] Comments on Error Metrics and Analysis

--- BIAS DETECTION & CORRECTION ---
[ ] Average MAPE over Last Quarter
[ ] Primary Bias Type? (Over-Forecasting, Under-Forecasting, No Obvious Bias)
[ ] Description of Observed Bias
[ ] Magnitude of Typical Bias (e.g., % difference)
[ ] Date Bias First Noticed
[ ] Potential Root Causes Investigated
[ ] Corrective Actions Implemented (select all that apply) (Data Source Adjustment, Model Parameter Tuning, Collaboration Improvement, External Data Integration)
[ ] Expected MAPE Reduction (%)

--- PROCESS DOCUMENTATION & UPDATES ---
[ ] Current Demand Planning Process Documentation Summary
[ ] Last Documentation Review Date
[ ] Summary of Changes Made to Process Since Last Review
[ ] Documentation Version Control Status (Draft, Approved, Obsolete)
[ ] Attach Updated Process Flow Diagram
[ ] Document Version Number
[ ] Next Scheduled Documentation Review Date

--- SYSTEM CONFIGURATION ---
[ ] Forecast Horizon (in days)
[ ] Demand Planning Software Version (Version 1.0, Version 2.0, Version 2.1, Latest Version)
[ ] Integrated Systems (Select all that apply) (ERP System, CRM System, WMS System, External Data Feeds)
[ ] Last System Configuration Review Date
[ ] Notes on Configuration Changes

--- EXCEPTION MANAGEMENT ---
[ ] Describe the Exception
[ ] Forecasted Demand (Units)
[ ] Actual Demand (Units)
[ ] Reason for Exception (Select Best Fit) (Promotional Impact, Unexpected Market Shift, Supply Chain Disruption, Data Error, Other)
[ ] Date of Exception
[ ] Corrective Actions Taken
[ ] Exception Status (Open, In Progress, Resolved, Closed)
[ ] Reviewer Signature

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