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Implementing Connected Planning
  • Level Foundation
  • Duration 16 hours
  • Course by Anaplan
  • Offered by

About

From this course, you’ll understand how to make Connected Planning a reality in an organization. Organizations need a vision supported by a focused effort to move from traditional planning and static business modeling to a Connected Planning approach--where data, people, and plans are linked throughout the organization. Creating a digital ecosystem using a Connected Planning technology platform is a big part of the process, but it’s not the only thing needed. In this course, we’ll explore the role of corporate culture and sponsorship, process redesign, master data management, and change management to successfully implement Connected Planning. You’ll be challenged to examine your own organization’s readiness to undertake the Connected Planning journey. If you’re not ready yet, you’ll identify areas where you need to focus your efforts. If you are ready, you’ll have the framework you need to get started on the path to make Connected Planning a reality in your organization. By the end of this course, you’ll be able to: • Identify challenges to a Connected Planning implementation stemming from issues with people, data, and planning processes • Articulate the benefits of Connected Planning over traditional planning and static business modeling • Explain why corporate culture, data management, and change management are critical to successful Connected Planning execution • Drive or constructively participate in the implementation of Connected Planning in your organization This course is presented by Anaplan, provider of a leading technology platform that is purpose-built for Connected Planning.

Modules

Introduction to Implementing Connected Planning

    • 2 Videos
    • 2 Readings
    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Unlocking Value in a Digital Transformation

1 Discussions

  • Introduction

2 Videos

  • Welcome to Implementing Connected Planning
  • Unlocking Value in a Digital Transformation

2 Readings

  • Course Overview
  • Download the Course Workbook

Precursors to Connected Planning Implementation

    • 3 Readings
    • 1 Assignment
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1 Assignment

  • Precursors to Implementation

3 Readings

  • Introduction to Precursors to Connected Planning Implementation
  • Connecting the Organization's Planning Capabilities Starts with Digital Transformation
  • Review: Benefits of Connected Planning

Challenges to Connected Planning

    • 7 Readings
    • 1 Discussion
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1 Discussions

  • Challenges to Connected Planning

7 Readings

  • Introduction to Challenges to Connected Planning
  • Pillar of Connected Planning - People
  • Pillar of Connected Planning - Data
  • Pillar of Connected Planning - Plans
  • Beginner's Guide to Master Data Management
  • Building Block of Connected Planning - Process is Key
  • OPTIONAL: 10 Dimensions of Transformation

Week 2 Assessment

    • 1 Assignment
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1 Assignment

  • Week 2 Assessment

Transition to Addressing the Challenges

    • 1 Readings
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1 Readings

  • Transition to Addressing the Challenges

Introduction: Addressing People Challenges

    • 1 Readings
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1 Readings

  • Introduction to Addressing People Challenges

The Role of Culture in Connected Planning

    • 3 Videos
    • 7 Readings
    • 1 Assignment
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1 Assignment

  • Introduction to Role of Culture

3 Videos

  • Chief Planning Officer & Culture
  • Breaking Down Silos
  • Power of Curiosity

7 Readings

  • What is Organizational Culture?
  • The Key to Business Transformation is Culture
  • Democratizing Enterprise Planning
  • Agile Decision-making with Conversational Enterprise Planning
  • Planning as a Team Sport
  • OPTIONAL: Organizational Culture Questionnaire
  • Connected Planning Culture Reflection

Connected Planning Champions - Executive Champions

    • 2 Videos
    • 2 Readings
    • 1 Assignment
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1 Assignment

  • Champions - Executive Sponsorship

2 Videos

  • The Rise of Connected Planning and the Chief Planning Officer
  • Why Do We Need a Chief Planning Officer?

2 Readings

  • Introduction to Connected Planning Champions
  • Importance and Role of an Executive Sponsor

Lesson 3: Connected Planning Champions - Center of Excellence

    • 4 Videos
    • 6 Readings
    • 1 Discussion
    • 1 Plugin
    • 1 Assignment
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1 Assignment

  • Center of Excellence Roles

1 Discussions

  • Center of Excellence Reflection

4 Videos

  • Development Stages of a Center of Excellence
  • Center of Excellence Roles
  • Center of Excellence Case Studies
  • Center of Excellence Development and Structure Case Studies

6 Readings

  • Introduction to Center of Excellence
  • What is a Center of Excellence (CoE)?
  • Benefits of a Center of Excellence
  • How is a Connected Planning CoE different from a traditional CoE?
  • Case Study - Groupon
  • OPTIONAL: Anaplan Center of Excellence Resources

Connected Planning Champions - Community of Practice

    • 2 Readings
    • 1 Assignment
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1 Assignment

  • Champions - Community of Practice

2 Readings

  • Introduction to Community of Practice
  • What is a Community of Practice?

Week 3 Assessment

    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Week 3 Assessment

1 Discussions

  • Connected Planning Champions

Introduction to Addressing Data Challenges

    • 1 Readings
    • 1 Plugin
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1 Readings

  • Introduction to Addressing Data Challenges

Master Data Management

    • 4 Readings
    • 1 Assignment
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1 Assignment

  • Master Data Management

4 Readings

  • Data and Metadata Quality
  • REVIEW: Beginner's Guide to Master Data Management
  • Master Data Management - What, Why, How & Who
  • Business Hierarchies Reflection

Use of a Data Hub

    • 2 Videos
    • 3 Readings
    • 1 Discussion
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1 Discussions

  • Benefits of a Data Hub

2 Videos

  • Case Study - EDF Energy
  • Case Study - VMware

3 Readings

  • What is a Data Hub? Definition and Advantages
  • Additional Benefits of a Data Hub
  • OPTIONAL: Anaplan Data Hubs: Purpose and Peak Performance

Connected Planning within the Broader Digital Ecosystem

    • 7 Readings
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7 Readings

  • Introduction to Connected Planning within the Broader Digital Ecosystem
  • Source Systems
  • Data Flow & Control
  • Communication
  • Collaboration
  • Connected Planning Platform Technology Checklist
  • Digital Ecosystem Reflection

Data Security

    • 1 Readings
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1 Readings

  • Spreadsheets and Data Security

Week 4 Assessment

    • 1 Assignment
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1 Assignment

  • Week 4 Assessment

Introduction to Addressing Plans Challenges

    • 1 Readings
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1 Readings

  • Introduction to Addressing Plans Challenges

Role of Process Mapping and Process Redesign in Connected Planning

    • 2 Videos
    • 4 Readings
    • 1 Plugin
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2 Videos

  • Case Study - RSA (Process Re-engineering)
  • Case Study - Aviva

4 Readings

  • What is Process Mapping?
  • Identify and Improve Planning Processes - Part 1
  • Building Block of Connected Planning - Process is Key
  • Case Study - AXA

Role of Predictive Analytics, ML, and AI

    • 3 Videos
    • 2 Readings
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3 Videos

  • How is Artificial Intelligence Helping Companies Plan?
  • Future-Ready Predictive Forecasting and Agile Scenarios
  • Value of incorporating predictive analytics

2 Readings

  • Improve Plans with Intelligent Forecasting Tools
  • Scenario Modeling

Week 5 Assessment

    • 1 Readings
    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Week 5 Assessment

1 Discussions

  • Improving Plans

1 Readings

  • Improving Plans Reflection

Introduction to Addressing People Challenges, Part 2

    • 1 Readings
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1 Readings

  • Introduction to Addressing People Challenges, Part 2

Role of Change Management in Connected Planning

    • 3 Videos
    • 5 Readings
    • 1 Discussion
    • 1 Assignment
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1 Assignment

  • Change Management and Deployment

1 Discussions

  • Change Management

3 Videos

  • Case Study - Hewlett Packard Enterprise (HPE)
  • Case Study - Janssen Pharmaceuticals
  • Case Study - The Coca-Cola Company

5 Readings

  • An Introduction to Change Management
  • The Importance of Change Management
  • Change Management Case Studies
  • Change Management Readiness Assessments
  • OPTIONAL: 10 Truths for Making Change Successful

Deployment of Connected Planning

    • 1 Videos
    • 2 Readings
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1 Videos

  • Case Study - Box

2 Readings

  • What is Deployment?
  • Involve Key Users to Create Connected Planning Champions

Deployment - Training and Enablement

    • 2 Readings
    • 1 Plugin
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2 Readings

  • The Importance of Training, Part 1
  • Plan and Execute Training

Deployment - Communication

    • 3 Readings
    • 1 Plugin
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3 Readings

  • Communication Planning
  • Positioning Connected Planning to the Organization
  • Communication Plan Reflection

The Role of The Center of Excellence in Deployment

    • 1 Readings
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1 Readings

  • Role of the Center of Excellence in Deployment

Part 6 Assessment

    • 1 Assignment
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1 Assignment

  • Part 6 Assessment

Course Summary

    • 1 Readings
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1 Readings

  • Fundamental Strategic Requirements

Course Project

    • 1 Readings
    • 1 PeerReview
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1 Peer Review

  • Organizational Readiness for Connected Planning Implementation

1 Readings

  • Introduction to the Project

Course Completion

    • 1 Readings
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1 Readings

  • Course Completion

Auto Summary

Unlock the potential of your organization with the "Implementing Connected Planning" course, a comprehensive guide designed for business and management professionals. This foundational course, delivered by Coursera and presented by Anaplan, focuses on transforming traditional planning and static business modeling into a dynamic, interconnected approach where data, people, and plans are seamlessly integrated. Through this course, you will delve into the essentials of creating a digital ecosystem using a Connected Planning technology platform. However, the journey doesn't stop there. You'll also explore crucial elements such as corporate culture, process redesign, master data management, and change management, all of which are vital for successful implementation. Prepare to assess your organization's readiness for Connected Planning. If you're not ready, you'll pinpoint key areas for improvement. If you are ready, you'll receive a structured framework to embark on this transformative journey. By the end of this 960-minute course, you will: - Identify and address challenges in implementing Connected Planning related to people, data, and processes. - Recognize the advantages of Connected Planning over traditional methods. - Understand the importance of corporate culture, data management, and change management in successful execution. - Lead or effectively contribute to the implementation of Connected Planning within your organization. This course is ideal for business and management professionals at the foundational level who are looking to drive innovation and efficiency in their planning processes. Start your journey with the Starter subscription and transform the way your organization plans and executes strategies.

Linda Scott
Instructors

Linda Scott

LA Foster
Instructors

LA Foster