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Overview of Connected Planning
  • Level Foundation
  • Duration 14 hours
  • Course by Anaplan
  • Offered by

About

Connected Planning is a technology-enabled approach to business planning that transforms the way organizations use their data, people, and plans. Decision makers, and ultimately the entire organization, plan and pivot with confidence when faced with changes, whether in an organization, the marketplace, or even the global economy. From this Introduction to Connected Planning, you’ll understand its history in business modeling and scenario planning, the trends that make it essential to business success today, and the measurable impact that Connected Planning has had on organizations. By the end of this course, you’ll be able to: • Describe the key characteristics of Connected Planning • Understand the history of Connected Planning and its roots in business modeling and scenario planning • Explain why current events and trends are leading many organizations to adopt Connected Planning • 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 Overview of Connected Planning

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

  • Reflections on Agility, Resilience, and Character

1 Discussions

  • Introduction

2 Videos

  • Welcome to Overview of Connected Planning
  • Agility, Resilience, and Character

2 Readings

  • Course Overview
  • Download the Course Workbook

What is Connected Planning?

    • 4 Videos
    • 1 Readings
    • 1 Assignment
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1 Assignment

  • What is Connected Planning?

4 Videos

  • What is Connected Planning?
  • What Does Connected Planning Mean for Businesses Today?
  • Why Implement Connected Planning?
  • What Do We Mean by Connected?

1 Readings

  • Introduction to the Lesson

Why Do We Need Connected Planning?

    • 6 Videos
    • 3 Readings
    • 1 Discussion
    • 3 Assignment
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3 Assignment

  • Digitization in Everyday Life
  • Turn Change into Advantage
  • An Agile Approach in Uncertain Times

1 Discussions

  • Five Connected Planning Truths

6 Videos

  • The World Today
  • Digitization in Everyday Life
  • Customer Perspective - Markel Insurance
  • Turn Change into Advantage: CXO Roundtable
  • Cross Functional Business Agility in Times of Disruption
  • Five Connected Planning Truths

3 Readings

  • What is Digitization?
  • Digitization and Connected Planning
  • An Agile Approach in Uncertain Times

Pillars of Connected Planning

    • 3 Videos
    • 1 Readings
    • 1 Assignment
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1 Assignment

  • Three Pillars of Connected Planning

3 Videos

  • Pillar of Connected Planning: Data
  • Pillar of Connected Planning: People
  • Pillar of Connected Planning: Plans

1 Readings

  • Introduction to the Three Pillars

Week 2 Assessment

    • 1 Assignment
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1 Assignment

  • Week 2 Assessment

History of Planning Technology

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

  • Costs and Perils of Spreadsheets for Business Analytics

2 Discussions

  • Five Costs and Perils of Spreadsheets for Business Analytics
  • The Revolution

4 Videos

  • History of Planning
  • The Mess
  • Example of Traditional Planning Process
  • The Revolution

4 Readings

  • Introduction to the Lesson
  • The Blueprint for Connected Planning and Decision-Making
  • Five Costs and Perils of Spreadsheets for Business Analytics
  • Enterprise Performance Management: 20 years Gone and Contemporary Connected Planning

Role of Technology in Connected Planning

    • 3 Videos
    • 3 Readings
    • 4 Assignment
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4 Assignment

  • The Messy Middle
  • Traditional Planning Approaches Have Failed Us
  • Elegant in its Simplicity
  • Fortify, Fast-Track, and Invest in Your Digital Future

3 Videos

  • The Messy Middle
  • Traditional Planning Approaches Have Failed Us
  • Elegant in its Simplicity

3 Readings

  • Introduction to the Lesson
  • Traditional Planning vs. Connected Planning
  • Fortify, Fast-Track and Invest in your Digital Future

Week 3 Assessment

    • 1 Assignment
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1 Assignment

  • Week 3 Assessment

Emergence of the Chief Planning Officer

    • 5 Videos
    • 4 Readings
    • 1 Discussion
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1 Discussions

  • Emergence of the Chief Planning Officer

5 Videos

  • The Rise of Connected Planning and the Chief Planning Officer
  • Why Do We Need a Chief Planning Officer?
  • Enter the Chief Planning Officer
  • Characteristics of a Chief Planning Officer
  • Where Would You Find a Chief Planning Officer?

4 Readings

  • Introduction to the Lesson
  • The Birth of the Chief Planning Officer
  • Introducing the Essential C-Suite Role: The Chief Planning Officer
  • Chief Planning Officers: Maximizing the Value of an Organization's Data

Role of Finance Function in Driving Extended Planning Efforts

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

  • Role of Finance in Driving Connected Planning

1 Discussions

  • Challenges in Transformation of Finance

2 Videos

  • Case Study - Cargill Finance
  • Acceleration of Finance Function Transformation

7 Readings

  • Introduction to the Lesson
  • The Rise of Today’s Influential CFO
  • Updating FP&A's Mission: A New Approach for the 2020s
  • xP&A = Connected Planning
  • Strategic Roadmap for Cloud Financial Planning and Analysis Solutions
  • Building Next-Generation Capabilities
  • Four Pillars of the Futurist CFO

Role of Predictive Analytics, Machine Learning, and Artificial Intelligence in Planning

    • 5 Videos
    • 3 Readings
    • 2 Discussion
    • 2 Assignment
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2 Assignment

  • Pre-Lesson Reflections
  • Post-Lesson Reflection

2 Discussions

  • Intelligent Forecasting and Human Judgement
  • Experience with Predictive Analytics, Machine Learning or Artificial Intelligence

5 Videos

  • How is Artificial Intelligence Helping Companies Plan?
  • Future-Ready Predictive Forecasting and Agile Scenarios
  • Hyper Charging the Anaplan Platform
  • Increasing Sales Accuracy with Predictive Insights
  • Value of Incorporating Predictive Analytics into Daily Planning and Forecasting

3 Readings

  • Introduction to the Lesson
  • Advanced Analytics Yield Insights for Competitive Advantage
  • Tranforming Information into Insights

Week 4 Assessment

    • 1 Assignment
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1 Assignment

  • Week 4 Assessment

Successful Companies are Turning Toward Connected Planning

    • 2 Videos
    • 3 Readings
    • 1 Discussion
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1 Discussions

  • State of Connected Planning

2 Videos

  • The State of Connected Planning - Key Trends
  • Case Study - Amgen

3 Readings

  • Introduction to the Lesson
  • Connecting the Enterprise by Expanding the Definition
  • State of Connected Planning Report

Benefits of Connected Planning

    • 5 Readings
    • 1 Discussion
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1 Discussions

  • Benefits of Connected Planning

5 Readings

  • Introduction to the Lesson
  • Qualitative Benefits of Connected Planning
  • Key Benefits of Connected Planning
  • Quantitative Benefits of Connected Planning
  • 2022 Forrester Study: Total Economic Impact of Anaplan

What to look for in a Connected Planning Solution or Platform

    • 1 Readings
    • 3 Discussion
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3 Discussions

  • Connected Planning - Technology
  • Connected Planning - Modeling and Planning
  • Connected Planning - User Experience

1 Readings

  • Connected Planning Technology Checklist

Implementation Best Practices Preview

    • 1 Videos
    • 2 Readings
    • 1 Assignment
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1 Assignment

  • Implementation Challenges

1 Videos

  • Unlocking Value in a Digital Transformation

2 Readings

  • Introduction to the Lesson
  • Guidebook: Best Practices

Week 5 Assessment

    • 1 Assignment
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1 Assignment

  • Module 5 Assessment

Course Project

    • 1 Readings
    • 1 PeerReview
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1 Peer Review

  • Current State Assessment of Planning in an Organization

1 Readings

  • Introduction to the Project

Course Completion

    • 1 Readings
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1 Readings

  • Course Completion

Auto Summary

Embark on a transformative learning journey with the "Overview of Connected Planning" course, designed for professionals in Business & Management. This foundational course, available until January 2025, offers a comprehensive understanding of Connected Planning—a cutting-edge, technology-driven approach that revolutionizes business planning by seamlessly integrating data, people, and strategic plans. Led by Anaplan, a premier provider of Connected Planning technology, this course delves into the evolution of business modeling and scenario planning, highlighting the critical trends that necessitate its adoption in today's dynamic business environment. Learners will gain invaluable insights into the substantial impact Connected Planning has on organizational efficiency and decision-making processes. Throughout the course, participants will: - Grasp the fundamental characteristics of Connected Planning. - Explore its historical development and significance in business contexts. - Recognize the current trends driving its widespread implementation. - Clearly articulate the myriad benefits Connected Planning offers to modern organizations. Spanning 840 minutes of engaging content, this course is ideal for those at the foundational level, aiming to equip themselves with the skills to navigate and leverage Connected Planning effectively. Enroll through Coursera and choose from flexible subscription options, including Starter and Professional plans, to suit your learning needs. Join now and position yourself at the forefront of innovative business planning strategies.

Linda Scott
Instructors

Linda Scott

LA Foster
Instructors

LA Foster