A quick diagnostic to see where your triangle might be leaning off-center..

Rate each statement as True / Sometimes / False, then review your results at the end.

Ambition (What You Want to Happen)

✅ Our commercial goals are clear and connected to strategy.

✅ Targets stretch the team but stay grounded in data.

✅ Leadership aligns on why we’re chasing each goal before we discuss how.

If mostly “False” or “Sometimes” → You may be in Wishcasting Mode, chasing optimism without calibration.

Projection (What YouThink Will Happen)

✅ Forecast assumptions are documented, not just implied.

✅ Sales, Ops, and Finance plan from the same baseline.

✅ We track forecast accuracy and revisit logic each cycle.

If mostly “False” or “Sometimes” → You may be in Passive Mode, too much modeling, not enough momentum.

✅ We review outcomes without blame, focusing on learning.

✅ Variances trigger analysis of assumptions, not people.

✅ Insights from one cycle feed directly into the next.

If mostly “False” or “Sometimes” → You may be in Reactive Mode, spending too much time firefighting the past instead of improving the future.

Next Step

📘 Download the eBook: The Planning Triangle, How Balanced Planning Builds Agility and Trust

Use it as your full IBP Troubleshooting Guide and start your next cycle with clarity, alignment, and calm.