Anaplan - Connected Planning in Action 

Welcome to Connected Planning in Action

Case Study - Unum

Case Study - DocuSign

Planning is Everything

Course Overview

Download the Course Workbook

Connected Planning Case Studies

Bridging the Gap between Strategic Planning and Operational Execution

Unlocking Value in Digital Transformation

Review: Brief History and Value of Connected Planning

Questions that Connected Planning Can Answer

Case Study - DISH Network

Include Finance in the Implementation Journey

How to Turn Strategic Planning into a Successful Strategy

Important words to know for this course

How Should my Organization Approach Connected Planning?

Anaplan's Core 18 Honeycomb Framework

Introduction to Core 18 Definitions

Core 18 Adjacency Reflection

Bridging the Gap between Strategic Planning and Operational Execution

Week 2 Assessment

Connected Planning for Finance Introduction

Overview of Connected Planning in Finance

Implementing Connected Planning in Finance

Transition to Finance Use Cases in the Core 18

Long Range Planning in an Organization

Case Study - PwC

Case Study - RSA

Case Study - HPE

A Company's Finance Department: 8 Key Functions

The Modern CFO Revealed

The Bottom Line: Rolling Forecasts

Case Study - Booking.com

Case Study - ASK

Introduction to Long Range Planning

What is Long Range Planning?

Long Range Planning - Key Stakeholders

Long Range Planning - Value Insights

Case Study - AXA Germany

Optional: Long Range Planning in an Organization Reflection

Introduction to Revenue and Operating Expense Planning

What is Revenue and Operating Expense (OpEx) Planning?

Revenue and Operating Expense Planning - Key Stakeholders

Revenue and Operating Expense Planning - Value Insights

Optional: Revenue and Operating Expense Planning in an Organization Reflection

Introduction to Capital Expenditure Planning

What is Capital Expenditure (CapEx) Planning?

OPTIONAL: CAPEX, Depreciation and Amortization in Financial Modeling

Capital Expenditure (CapEx) Planning - Key Stakeholders

Capital Expenditure (CapEx) Planning - Value Insights

Case Study - Oil & Gas Major

Optional: Capital Expenditure Planning in an Organization Reflection

Introduction to Income Statement Forecasting

What is Income Statement Forecasting?

Income Statement Forecasting - Key Stakeholders

Income Statement Forecasting - Value Insights

Case Study - Jumia

Optional: Income Statement Forecasting in an Organization Reflection

Introduction to Balance Sheet and Cash Flow Planning

What is Balance Sheet and Cash Flow Planning?

Balance Sheet and Cash Flow Planning- Key Stakeholders

Balance Sheet and Cash Flow Planning - Value Insights

Optional: Balance Sheet and Cash Flow Planning in an Organization Reflection

Long Range Planning Review

Long Range Planning Case Studies

Revenue and Operating Expense Planning Review

Revenue and Operating Expense Planning Case Study

Capital Expenditure Planning Review

Capital Expenditure Planning Case Study

Income Statement Forecasting Review

Income Statement Forecasting Case Study

Balance Sheet and Cash Flow Planning Review

Balance Sheet and Cash Flow Planning Case Study

Week 3 Assessment

Connected Planning for Sales Introduction

The Need for Connected Planning in Sales

Overview of Connected Planning in Sales

Case Study - HP

Transition to Sales Use Cases in the Core 18

Territory Planning in an Organization

Case Study - VMware

Case Study - Pure Storage

Case Study - Hitachi Vantara

Quota Modeling in an Organization

Case Study - Vodafone

Why do Sales Incentives Matter?

What Makes Managing Incentives Challenging?

Incentive Compensation Management in an Organization

Case Study - Zillow Group

Sales Forecasting in an Organization

Case Study - DocuSign

Case Study - Autodesk

What is Sales Management?

Case Study - OpenSource

Introduction to Territory Planning

What is Territory Planning?

Balance in Motion: Territory Planning

Territory Planning - Key Stakeholders

Territory Planning - Value Insights

Optional: Territory Planning in an Organization Reflection

Introduction to Quota Modeling

What is Quota Modeling?

Measuring and Motivating the Field: Quota Planning

Quota Modeling - Key Stakeholders

Quota Modeling - Value Insights

Case Study - AmerSports

Case Study - Cox Automotive

Optional: Quota Modeling in an Organization Reflection

Introduction to Incentives and Rewards Planning

What is Incentives and Rewards Planning?

Incentives and Rewards Planning - Key Stakeholders

Incentives and Rewards Planning - Value Insights

Bringing together ICM Strategy and Territory Planning

Case Study - LegalZoom

Case Study - Telus

Optional: Incentives and Rewards Planning in an Organization Reflection

Introduction to Sales Forecasting

What is Sales Forecasting?

Sales Forecasting - Key Stakeholders

Sales Forecasting - Value Insights

Optional: Sales Forecasting in an Organization Reflection

Introduction to Marketing Performance Management

What is Marketing Performance Management?

Marketing Performance Management - Key Stakeholders

Marketing Performance Management - Value Insights

Case Study - Food and Beverage Company

Case Study - Media Company

Case Study - Technology Company

Case Study - Activision

Optional: Marketing Performance Management in an Organization Reflection

Introduction to Pricing and Promotions Planning

What is Pricing and Promotions Planning?

Trade Promotion and Price Management

Pricing and Promotions Planning - Key Stakeholders

Pricing and Promotions Planning - Value Insights

Case Study - Kemps

Optional: Pricing and Promotions Planning in an Organization Reflection

Territory Planning Review

Territory Planning Case Studies

Quota Modeling Review

Quota Modeling Case Studies

Incentives and Rewards Planning Review

Incentives and Rewards Planning Case Studies

Sales Forecasting Review

Sales Forecasting Case Studies

Marketing Performance Management Review

Marketing Performance Management Case Studies

Pricing and Promotions Planning Review

Pricing and Promotions Planning Case Study

Week 4 Assessment

Connected Planning for Supply Chain Introduction

Overview of Connected Planning in Supply Chain

The Recipe for Today's Supply Chain Resilience

Case Study - Carters

Transition to Supply Chain Use Cases in the Core 18

Achieve Your Growth Objectives with Demand Management

Demand Planning in an Organization

Case Study - Circle K

Supply Planning in an Organization

Case Study - DISH Network

Sales and Operations Planning in an Organization

Supplier Collaboration Connected Planning Platform Demonstration

Case Study - SONOS

Beginner's Guide to Supply Chain Management

Supply Chain Planning Process Overview

How Connecting the Supply Chain Improves Business Performance

The Rise of the Digital Supply Network

Introduction to Demand Planning

What is Demand Planning?

Demand Planning Beginners Guide

Digital Demand Management: The New Normal

Review: Trade Promotion and Price Management

Demand Planning - Key Stakeholders

Demand Planning - Value Insights

Optional: Demand Planning in an Organization Reflection

Introduction to Supply Planning

What is Supply Planning?

Supply Planning - Key Stakeholders

Supply Planning - Value Insights

Optional: Supply Planning in an Organization Reflection

Introduction to Sales and Operations Planning

What is Sales and Operations Planning?

The Keys to Mobilizing Next-Generation S&OP

Sales and Operations Planning - Key Stakeholders

Sales and Operations Planning - Value Insights

Case Study - Tarmac

Case Study - TATA Steel

Optional: Sales and Operations Planning in an Organization Reflection

Introduction to Supplier Collaboration

What is Supplier Collaboration?

Supplier Collaboration - Key Stakeholders

Supplier Collaboration - Value Insights

Optional: Supplier Collaboration in an Organization Reflection

Demand Planning Review

Demand Planning Case Study

Supply Planning Review

Supply Planning Case Study

Sales and Operations Planning Review

Sales and Operations Planning Case Studies

Supplier Collaboration Review

Supplier Collaboration Case Study

Week 5 Assessment

Connected Planning in Human Resources Introduction

The Role of HR in Supporting the Business and the Workforce in the New World of Work

Delivering an Agile Workforce

Cross-Functional Business Agility

Case Study - ServiceSource

Introduction to Human Resources Use Cases in the Core 18

Workforce Planning Definition

The Spectrum of Workforce Planning

Workforce Planning is Connected to Other Functions

ABCs of Workforce Planning

Case Study - Queensland Rail

Case Study - Tableau

Case Study - Anaplan UK customer

Compensation Modeling in an Organization

The 12 Key Functions of Human Resources

Case Study - Global Telecommunications Company

Introduction to Workforce Planning

What is Workforce Planning?

The Spectrum of Workforce Planning

How to Create Organizational Alignment with Strategic Workforce Planning

Workforce Planning - Key Stakeholders

Workforce Planning - Value Insights

Optional: Workforce Planning in an Organization Reflection

Introduction to Compensation Modeling

What is Compensation Modeling?

Compensation Modeling Definition and Challenges

Compensation Modeling - Key Stakeholders

Compensation Modeling - Value Insights

Case Study - Global Investment Bank

Optional: Compensation Modeling in an Organization Reflection

Introduction to Talent Strategy Planning

What is Talent Strategy?

Talent Strategy - Key Stakeholders

Talent Strategy - Value Insights

Case Study - Nielsen

Optional: Talent Strategy Planning in an Organization Reflection

Workforce Planning Review

Workforce Planning Case Studies

Compensation Modeling Review

Compensation Modeling Case Study

Talent Strategy Planning Review

Talent Strategy Planning Case Study

Week 6 Assessment

Introduction to Value Chains

Case Study - Hitachi Automotive Systems

Value Chain Descriptions

Introduction to the Corporate FP&A Value Chain

Introduction to the Business Unit FP&A Value Chain

Introduction to the Workforce Planning Value Chain

Introduction to the Sales Planning Value Chain

Introduction to the Incentives and Rewards Value Chain

Introduction to the Sales Forecasting Value Chain

Introduction to the Demand Management Value Chain

Corporate FP&A Value Chain Reflection

Business Unit FP&A Value Chain Reflection

Workforce Planning Value Chain Reflection

Sales Planning Value Chain Reflection

Incentives and Rewards Value Chain Reflection

Sales Forecasting Value Chain Reflection

Demand Management Value Chain Reflection

Week 7 Assessment

Project Introduction

Course Completion