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Field Notes · Issue 017

Board, “The 2026 Planning Intelligence Report” (press release, September 16, 2026; survey of 300 CFOs, CIOs and COOs at enterprises with at least $100 million in revenue)

September 21-25, 2026

This week's five pieces kept finding the same thing in different rooms: a summary number that was accurate as far as it went, and something underneath it that nobody reported. An adoption dashboard, a season of one-reason exclusion notices, a flattening chart, a hiring vendor's pooled selection rates and a board's voting record all look fine from a distance.

Field Notes: September 26, 2026
This week's reading
The Field Note

The week, read against the grain

Board, “The 2026 Planning Intelligence Report” (press release, September 16, 2026; survey of 300 CFOs, CIOs and COOs at enterprises with at least $100 million in revenue)

On September 16, the planning software company Board released a survey of 300 CFOs, CIOs and COOs at enterprises with at least $100 million in annual revenue. Eighty-three percent said their board has made a strategic decision based on a forecast they already knew was outdated, and 40 percent reported significant business consequences from that decision. Three-quarters said roughly half or more of their planning decisions rely on data more than 30 days old.

Board sells planning software, and its own explanation is the one its product answers. Its CFO, Gordon Pothier, puts the cause down to data that moves faster than the planning cycle. The full report sits behind a sign-up form, and the release names no research firm, fieldwork dates or question wording, so these figures deserve the caution any vendor survey does.

Read the 83 percent sentence slowly, though. In the release's wording, the people who knew the forecast was stale were the executives answering the survey. A faster data pipeline shortens the lag between the forecast and the business, and it has no answer for an executive who already had the newer picture. Whether these executives said so before their boards decided, the release does not say, and the report that might is behind the form.

This week's pieces kept returning to that spot, from a hiring vendor's pooled selection rates to the boardroom voting records in Friday's piece: a summary that was accurate when it was made, carried into a room by people who knew more than it said.

The last time your board acted on a forecast that was already out of date, who in the room knew, and what would it have cost them to say so before the decision?
Sources
  1. Board. (2026, September 16). 83% of executives say their boards acted on forecasts known to be outdated (press release). PR Newswire. (Survey of 300 CFOs, CIOs and COOs at enterprises with at least $100 million in annual revenue. Board sells enterprise planning software. The full report, When Forecasts Fall Behind, is gated behind a lead form and was not read; no research firm, fieldwork dates or question wording are disclosed.) https://www.prnewswire.com/news-releases/83-of-executives-say-their-boards-acted-on-forecasts-known-to-be-outdated-302879543.html
High Road Conversations
Podcast
High Road Conversations

If you have not heard Episode 6 of High Road Conversations, Tom Judkins is worth your time. When a handful of his videos first took off, he says, none of it had been planned, so he went back, studied the ones that worked, picked apart what he had done and built a template he could repeat on purpose. In his words, it went from a “miracle thing to a strategy, and a business concept.”

Listen →
Lunch and Build
Skool
Lunch and Build

I don't just talk about Agile and leadership, I put it into practice in my Skool, building and shipping real products with Claude every Thursday at 12:30pm EST.

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From the book
Agile Sucks!

There is a story in the Becoming REAL chapter of Agile Sucks! (When You Do It Wrong) that fits this week. A product manager, summoned to one of his CEO's surprise grillings the morning after a serious problem flared up, planned to walk through the sales history and roadmap and leave the crisis out. My co-author James Wright took over the meeting, rolled a whiteboard to the front and told the executives, “You came for a status report, but we had an emergency last night.” The team got a solution, and there were no more grillings.

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