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Steve Morlidge

steve_morlidge.jpgSteve Morlidge has 30 years of practical experience in designing and running performance management systems in Unilever, including three years as the lead of a global change project. He is a former chairman of the European Beyond Budgeting Round Table and now works as a management thinker, writer and speaker, drawing on his years of experience at the leading edge of performance management thought and practice.

Steve Morlidge published Future Ready: How to Master Business Forecasting, John Wiley, 2010, ‘The Little Book of Beyond Budgeting’ and ‘The Little Book of Operational Forecasting’ through Matador in 2017 and 2018 respectively. He is on the editorial board of Foresight, a forecasting practitioner’s journal published by the International Institute of Forecasting to which he regularly contributes. He is also a cofounder of CatchBull, a supplier of forecasting performance management software and sits on the non-executive Board of the Beyond Budgeting Institute.

Steve Morlidge is a visiting fellow at Cranfield University, Bedfordshire, UK and has a PhD from Hull Business School in Yorkshire, UK focusing on the application of systems concepts to the design of complex organizations. He completed his BA with honors, and he is a qualified management accountant (CIMA).

He can be reached at steve.morlidge@satoripartners.co.uk or steve.morlidge@catchbull.com.
 

Author's Articles

The Concept of ‘Beyond Budgeting’
February 13, 2017
FP&A Tags:
Beyond Budgeting, Financial Planning and Analysis

The concept of ‘Beyond Budgeting’ has been around for nearly twenty years now. Although it has helped transform many businesses and has become part of mainstream management thinking in some parts of the world, I talk to many business people who have still not heard of Beyond Budgeting.

Read more
Why Bother with Business Forecasting? From Error and ‘Accuracy’ to Adding Value
November 15, 2016
FP&A Tags:
Forecasting Quality, Modelling and Forecasting

As far as I know, we are not legally required to forecast. So why do we do it? My sense is that forecasting practitioners rarely stop to ask themselves this question. This might be because they are so focussed on techniques and processes.

Read more
Quality of Business Forecasting: How to Find the Needle in the Haystack
March 1, 2016
FP&A Tags:
Modelling and Forecasting, Forecasting Quality

As we know a simple matter of spotting bias – systematic under or over forecasting – can get surprisingly tricky in practice if our actions are to be guided by scientific standards of evidence – which they need to be if we are actually going to improve matters.

Read more
Tackling Forecast Bias: Signals and Noise
March 1, 2016
FP&A Tags:
Modelling and Forecasting, Forecasting Quality

The average level of MAPE for your forecast is 25%. So what? Is it good or bad? Difficult to say. If it is bad, what should you do? Improve…obviously. But how?

Read more

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