Planning and Insight Wiki

Welcome to the Planning and Insight Wiki!

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We're a collaborative community website about Planning and Insight that anyone, including you, can build and expand. Wikis like this one depend on readers getting involved and adding content. Click the "ADD NEW PAGE" or "EDIT" button at the top of any page to get started!


Planning Techniques[]

Basic guidance on job roles, organisation structure and brief overview of functions.


Conceptual ideas around forecasting alongside practical examples and links to high quality resources.

Six Pillars[]

The basis and guiding principle to help carry out work associated with resource planning.  This is also the approach that can be taken when either consulting or implementing a new team/Department in the Planning and Insight space.

Excel Formula and Guidance[]

Not designed as a full list of excel functions and formulae but rather a tailored selection of usual functions.

Macros - Ready to use[]

Similar to excel section, not designed as a full library rather a curated selection

Sections to come[]

  • Planning project techniques
  • Templates & Resources
  • End to End guides
  • Management information

A continuously expanding WIKI designed to help people with information and resources who work with Planning, Data, Insight or similar fields.

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