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Connected Planning in Action
  • Level Foundation
  • Duration 31 hours
  • Course by Anaplan
  • Offered by

About

Effective planning isn’t just an annual top-down strategic planning and budgeting exercise. To adapt in the turbulent global economy, successful organizations plan in real-time, across the organization, at all times. By leveraging a Connected Planning approach and technology, organizations around the world are finding ways to not only survive, but thrive. In this course, you’ll explore examples of how Connected Planning transforms the way organizations do business. Using real-life case studies from the Finance, Sales, Supply Chain, and Human Resources functions, you’ll see a wide range of Connected Planning examples and benefits. Most significantly, Connected Planning is cross-functional, which generates even greater impact for an organization. By the end of this course, you’ll be able to: • Explain how Connected Planning provides the link between strategic planning and operational execution • Describe a range of ways that organizations apply Connected Planning within and across functions • Articulate the benefits of Connected Planning This course is presented by Anaplan, provider of a leading technology platform that is purpose-built for Connected Planning.

Modules

Introduction to Connected Planning in Action

    • 3 Videos
    • 3 Readings
    • 1 Discussion
    • 1 Assignment
Show info about module content

1 Assignment

  • Connected Planning Case Studies

1 Discussions

  • Introduction

3 Videos

  • Welcome to Connected Planning in Action
  • Case Study - Unum
  • Case Study - DocuSign

3 Readings

  • Planning is Everything
  • Course Overview
  • Download the Course Workbook

The Purpose of Connected Planning

    • 4 Videos
    • 1 Readings
    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Bridging the Gap between Strategic Planning and Operational Execution

1 Discussions

  • Questions Connected Planning Can Answer

4 Videos

  • 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

1 Readings

  • How to Turn Strategic Planning into a Successful Strategy

Use Cases and Implementation Journeys

    • 2 Videos
    • 2 Readings
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2 Videos

  • Case Study - DISH Network
  • Include Finance in the Implementation Journey

2 Readings

  • Important words to know for this course
  • How Should my Organization Approach Connected Planning?

The Connected Planning Honeycomb

    • 3 Readings
    • 1 Plugin
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3 Readings

  • Anaplan's Core 18 Honeycomb Framework
  • Introduction to Core 18 Definitions
  • Core 18 Adjacency Reflection

Week 2 Assessment

    • 1 Assignment
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1 Assignment

  • Week 2 Assessment

Introduction to Connected Planning in Finance

    • 4 Videos
    • 5 Readings
    • 1 Discussion
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1 Discussions

  • Connected Planning in Finance Introduction

4 Videos

  • 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

5 Readings

  • A Company's Finance Department: 8 Key Functions
  • The Modern CFO Revealed
  • The Bottom Line: Rolling Forecasts
  • Case Study - Booking.com
  • Case Study - ASK

Finance: Long Range Planning

    • 2 Videos
    • 6 Readings
    • 2 Assignment
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2 Assignment

  • Long Range Planning Review
  • Long Range Planning Case Studies

2 Videos

  • Long Range Planning in an Organization
  • Case Study - PwC

6 Readings

  • 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

Finance: Revenue and Operating Expenses (OpEx) Planning

    • 1 Videos
    • 5 Readings
    • 2 Assignment
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2 Assignment

  • Revenue and Operating Expense Planning Review
  • Revenue and Operating Expense Planning Case Study

1 Videos

  • Case Study - RSA

5 Readings

  • 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

Finance: Capital Expenditure (CapEx) Planning

    • 7 Readings
    • 2 Assignment
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2 Assignment

  • Capital Expenditure Planning Review
  • Capital Expenditure Planning Case Study

7 Readings

  • 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

Finance: Income Statement Forecasting

    • 6 Readings
    • 2 Assignment
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2 Assignment

  • Income Statement Forecasting Review
  • Income Statement Forecasting Case Study

6 Readings

  • 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

Finance: Balance Sheet and Cash Flow Planning

    • 1 Videos
    • 5 Readings
    • 2 Assignment
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2 Assignment

  • Balance Sheet and Cash Flow Planning Review
  • Balance Sheet and Cash Flow Planning Case Study

1 Videos

  • Case Study - HPE

5 Readings

  • 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

Week 3 Discussion and Assessment

    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Week 3 Assessment

1 Discussions

  • Connected Planning in Finance Summary

Introduction to Connected Planning in Sales

    • 5 Videos
    • 2 Readings
    • 1 Discussion
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1 Discussions

  • Connected Planning in Sales Introduction

5 Videos

  • 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

2 Readings

  • What is Sales Management?
  • Case Study - OpenSource

Sales: Territory Planning

    • 4 Videos
    • 6 Readings
    • 2 Assignment
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2 Assignment

  • Territory Planning Review
  • Territory Planning Case Studies

4 Videos

  • Territory Planning in an Organization
  • Case Study - VMware
  • Case Study - Pure Storage
  • Case Study - Hitachi Vantara

6 Readings

  • 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

Sales: Quota Modeling

    • 2 Videos
    • 8 Readings
    • 2 Assignment
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2 Assignment

  • Quota Modeling Review
  • Quota Modeling Case Studies

2 Videos

  • Quota Modeling in an Organization
  • Case Study - Vodafone

8 Readings

  • 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

Sales: Incentives and Rewards Planning

    • 4 Videos
    • 8 Readings
    • 2 Assignment
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2 Assignment

  • Incentives and Rewards Planning Review
  • Incentives and Rewards Planning Case Studies

4 Videos

  • Why do Sales Incentives Matter?
  • What Makes Managing Incentives Challenging?
  • Incentive Compensation Management in an Organization
  • Case Study - Zillow Group

8 Readings

  • 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

Sales: Sales Forecasting

    • 3 Videos
    • 5 Readings
    • 2 Assignment
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2 Assignment

  • Sales Forecasting Review
  • Sales Forecasting Case Studies

3 Videos

  • Sales Forecasting in an Organization
  • Case Study - DocuSign
  • Case Study - Autodesk

5 Readings

  • Introduction to Sales Forecasting
  • What is Sales Forecasting?
  • Sales Forecasting - Key Stakeholders
  • Sales Forecasting - Value Insights
  • Optional: Sales Forecasting in an Organization Reflection

Sales: Marketing Performance Management

    • 9 Readings
    • 2 Assignment
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2 Assignment

  • Marketing Performance Management Review
  • Marketing Performance Management Case Studies

9 Readings

  • 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

Sales: Pricing and Promotions Planning

    • 7 Readings
    • 2 Assignment
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2 Assignment

  • Pricing and Promotions Planning Review
  • Pricing and Promotions Planning Case Study

7 Readings

  • 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

Week 4 Discussion and Assessment

    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Week 4 Assessment

1 Discussions

  • Connected Planning in Sales Summary

Introduction to Connected Planning in Supply Chain

    • 5 Videos
    • 4 Readings
    • 1 Discussion
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1 Discussions

  • Connected Planning in Supply Chain Introduction

5 Videos

  • 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

4 Readings

  • 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

Supply Chain: Demand Planning

    • 3 Videos
    • 8 Readings
    • 2 Assignment
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2 Assignment

  • Demand Planning Review
  • Demand Planning Case Study

3 Videos

  • Achieve Your Growth Objectives with Demand Management
  • Demand Planning in an Organization
  • Case Study - Circle K

8 Readings

  • 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

Supply Chain: Supply Planning

    • 2 Videos
    • 5 Readings
    • 2 Assignment
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2 Assignment

  • Supply Planning Review
  • Supply Planning Case Study

2 Videos

  • Supply Planning in an Organization
  • Case Study - DISH Network

5 Readings

  • Introduction to Supply Planning
  • What is Supply Planning?
  • Supply Planning - Key Stakeholders
  • Supply Planning - Value Insights
  • Optional: Supply Planning in an Organization Reflection

Supply Chain: Sales and Operations Planning

    • 1 Videos
    • 8 Readings
    • 2 Assignment
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2 Assignment

  • Sales and Operations Planning Review
  • Sales and Operations Planning Case Studies

1 Videos

  • Sales and Operations Planning in an Organization

8 Readings

  • 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

Supply Chain: Supplier Collaboration

    • 2 Videos
    • 5 Readings
    • 2 Assignment
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2 Assignment

  • Supplier Collaboration Review
  • Supplier Collaboration Case Study

2 Videos

  • Supplier Collaboration Connected Planning Platform Demonstration
  • Case Study - SONOS

5 Readings

  • Introduction to Supplier Collaboration
  • What is Supplier Collaboration?
  • Supplier Collaboration - Key Stakeholders
  • Supplier Collaboration - Value Insights
  • Optional: Supplier Collaboration in an Organization Reflection

Week 5 Discussion and Assessment

    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Week 5 Assessment

1 Discussions

  • Connected Planning in Supply Chain Summary

Introduction to Connected Planning in the Human Resources Function

    • 6 Videos
    • 2 Readings
    • 1 Discussion
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1 Discussions

  • Connected Planning in Human Resources Introduction

6 Videos

  • 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

2 Readings

  • The 12 Key Functions of Human Resources
  • Case Study - Global Telecommunications Company

Human Resources: Workforce Planning

    • 7 Videos
    • 7 Readings
    • 2 Assignment
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2 Assignment

  • Workforce Planning Review
  • Workforce Planning Case Studies

7 Videos

  • 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

7 Readings

  • 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

Human Resources: Compensation Modeling

    • 1 Videos
    • 7 Readings
    • 2 Assignment
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2 Assignment

  • Compensation Modeling Review
  • Compensation Modeling Case Study

1 Videos

  • Compensation Modeling in an Organization

7 Readings

  • 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

Human Resources: Talent Strategy

    • 6 Readings
    • 2 Assignment
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2 Assignment

  • Talent Strategy Planning Review
  • Talent Strategy Planning Case Study

6 Readings

  • 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

Week 6 Discussion and Assessment

    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Week 6 Assessment

1 Discussions

  • Connected Planning in Human Resources Summary

Introduction to Value Chains

    • 3 Readings
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3 Readings

  • Introduction to Value Chains
  • Case Study - Hitachi Automotive Systems
  • Value Chain Descriptions

Corporate FP&A Value Chain

    • 1 Readings
    • 1 Plugin
    • 1 Assignment
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1 Assignment

  • Corporate FP&A Value Chain Reflection

1 Readings

  • Introduction to the Corporate FP&A Value Chain

Business Unit FP&A Value Chain

    • 1 Readings
    • 1 Plugin
    • 1 Assignment
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1 Assignment

  • Business Unit FP&A Value Chain Reflection

1 Readings

  • Introduction to the Business Unit FP&A Value Chain

Workforce Planning Value Chain

    • 1 Readings
    • 1 Plugin
    • 1 Assignment
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1 Assignment

  • Workforce Planning Value Chain Reflection

1 Readings

  • Introduction to the Workforce Planning Value Chain

Sales Planning Value Chain

    • 1 Readings
    • 1 Plugin
    • 1 Assignment
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1 Assignment

  • Sales Planning Value Chain Reflection

1 Readings

  • Introduction to the Sales Planning Value Chain

Incentives and Rewards Value Chain

    • 1 Readings
    • 1 Plugin
    • 1 Assignment
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1 Assignment

  • Incentives and Rewards Value Chain Reflection

1 Readings

  • Introduction to the Incentives and Rewards Value Chain

Sales Forecasting Value Chain

    • 1 Readings
    • 1 Plugin
    • 1 Assignment
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1 Assignment

  • Sales Forecasting Value Chain Reflection

1 Readings

  • Introduction to the Sales Forecasting Value Chain

Demand Management Value Chain

    • 1 Readings
    • 1 Plugin
    • 1 Assignment
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1 Assignment

  • Demand Management Value Chain Reflection

1 Readings

  • Introduction to the Demand Management Value Chain

Week 7 Discussion and Assessment

    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Week 7 Assessment

1 Discussions

  • Value Chains Summary

Course Project

    • 1 Readings
    • 1 PeerReview
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1 Peer Review

  • Design a Customized Implementation Journey or Value Chain

1 Readings

  • Project Introduction

Course Completion

    • 1 Readings
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1 Readings

  • Course Completion

Auto Summary

Discover "Connected Planning in Action," a foundational course in Business & Management brought to you by Coursera and Anaplan. Gain insights on how real-time, cross-functional planning can transform your organization using case studies from Finance, Sales, Supply Chain, and HR. This 1860-minute course is perfect for those looking to understand the link between strategic planning and operational execution. Available with a Starter subscription, it's ideal for business professionals aiming to thrive in a dynamic global economy.

Linda Scott
Instructors

Linda Scott

LA Foster
Instructors

LA Foster