Overview

Class Central Tips

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.

Syllabus

Introduction to Overview of Connected Planning

The world in which we live and work is full of change, uncertainty, and opportunity. By leveraging a Connected Planning approach and technology, organizations around the world are finding ways to not only survive, but thrive. In this short lesson, we'll introduce you to the course and reflect on what it takes for business to plan and adapt in disruptive times to meet the needs of the moment while continuing to work towards long-term goals.

What is Connected Planning? Why Should You Care?

As the title of this module suggests, this week's lessons provide a foundation to understand both what Connected Planning is, as well as why it is needed now more than ever. We'll look at some key trends impacting organizations around the world, and we'll discuss how and why Connected Planning bridges the gap between strategic plans and operational execution better than traditional planning approaches do. We'll also introduce the three pillars of Connected Planning: data, people, and plans.

How Did We Get Here?

Now that you understand what we mean by Connected Planning and why it is so important to today's organizations, let's actually take a step back and talk about how we got to this point. Using technology to help with planning activities isn't new, but the technology tools needed to enable Connected Planning are much different than what most companies have used in the past. We'll start with a brief history lesson, and then we'll look at how Anaplan, as the leader in Connected Planning technology, is rewriting the story of planning for many organizations.

Where is This Going?

In this module, we'll cover a few industry trends that are emerging in conjunction with the move towards Connected Planning: (1) the emergence of a new corporate role: Chief Planning Officer, (2) the changing role of the Finance function in an organization, and (3) the incorporation of intelligent technology into planning - predictive analytics, machine learning, and/or artificial intelligence. Whether these trends are driven by Connected Planning or are drivers of Connected Planning is less important than the fact that they are happening. Forward-thinking companies are embracing these trends as they look for new ways to gain a competitive advantage. For those organizations, the future is already here.

Is It Worth It?

Is is worth it? That's always the question when considering a change as large as the shift to a Connected Planning approach. More and more organizations around the world are discovering that indeed, it is worth it. In this week's lessons, we will explore the benefits that companies have achieved, both quantitative and qualitative. We'll also consider the technology and other organizational requirements that are necessary for successfully capturing the benefits of Connected Planning.

Connected Planning and You Project

All organizations plan at some level, and usually at many levels. Budgeting, sales forecasting, worker scheduling, production scheduling, promotion planning, territory assignments, and communication planning are all examples of different types of planning. The final requirements for this course are to complete and submit a project and to complete a peer review for two other learners' projects. In this project, you will assess the state of planning in the organization where you currently work (or most recently worked). If you do not have experience working in an organization, you will need to interview someone about their organization to complete the project.