To Prepare for Future Challenges, Throw Away Your Hockey Stick Forecasts

Optimism about the future certainly has a positiveexecutives became excited about creating a new
place in the overall scheme of things, but it is frequentlypiece of equipment that would greatly reduce the cost
found to fuel wishful thinking. Consider the typicalfor customers. Leading technical consultants from the
hockey-stick forecast of the future.East were brought in to this Mid-western business, and
Let's say your operation has been doing poorly. In fact,the consultants confirmed a rosy technology forecast
results as measured by revenues and profits haveand market for the product.
been dropping.The company's chief financial officer was unconvinced,
You sit down and plan ways to overcome thisso he decided to monitor the situation closely. What he
negative trend. Because the solutions take time anddiscovered was that compared to the original business
money, you plan for things to get worse in theplan on which the new product development
immediate near term, but you optimistically assumeinvestment was based, the cost of implementing the
that all your new plans will work, causing theproject and time to completion increased regularly
organization's results to turn up at some point in theevery six months.
future.At the same time, the estimated future sales and
With this viewpoint, a graph of the operation'sprofits from the new equipment kept dropping every
revenues and profits over time will look like a hockeysix months. He drew a chart showing that if this
stick with the past, present, and near-term future goingchanging forecast trend continued, the project would
down like the length of the stick, and the future turningbe a big money loser.
up like its blade as the stick rest on the ice at the pointHe got nowhere with his observations. Everyone else
where the length and the blade meet. After a fewwanted to believe in the product's success, so the
years of implementing this plan, you often find that theproject continued. Sure enough, the project was a big
only part of the hockey stick you can see when youloser in the end.
examine the results is a handle still going down.One way to have overcome this problem would have
In the 1980s, a leading business equipment companybeen to authorize the project based on the
was faced with declining demand for its mostcontingency of meeting interim targets for cost,
profitable product line. Sales and earnings inched up aproduct performance, on-time completion, profit and
little based on service revenues for the previously soldmarket outlook. Then when those factors weakened,
and installed equipment base, but new equipment salesthe plug would have been pulled automatically and
were dropping rapidly. Using a technique called "gapmost of the costs could have been avoided. If the
planning," the operation looked for ways to fill the "gap"project had been going well, these interim targets
between its current direction and what it wanted towould not have harmed the project's ultimate success
accomplish.in any way.
After rejecting several alternatives, the business