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.
This course is part of the Connected Planning for Business Transformation Specialization
Connected Planning in Action
Offered By
About this Course
Flexible deadlines
Reset deadlines in accordance to your schedule.
Shareable Certificate
Earn a Certificate upon completion
100% online
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Course 2 of 4 in the
Beginner Level
Approx. 31 hours to complete
English
Subtitles: English
Could your company benefit from training employees on in-demand skills?
Try Coursera for BusinessWhat you will learn
How Connected Planning links strategy, decisions, processes, and data across an organization
Why and how each organization's Connected Planning implementation journey is crafted to its unique needs
How a Connected Planning approach can generate benefits in Finance, Sales, Supply Chain, and Human Resources, as well as for the overall organization
Skills you will gain
- Technology Disruption
- Business Planning
- Strategic Planning
- Connected Planning
- Business Strategy
Flexible deadlines
Reset deadlines in accordance to your schedule.
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Course 2 of 4 in the
Beginner Level
Approx. 31 hours to complete
English
Subtitles: English
Could your company benefit from training employees on in-demand skills?
Try Coursera for Business
Offered by
Anaplan
Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make better-informed plans and decisions and drive faster, more effective planning processes. Anaplan also provides support, training, and planning transformation advisory services.
Syllabus - What you will learn from this course
Week1
Week 1
Introduction to Connected Planning in Action
Planning is not just an annual top-down strategy and budgeting exercise. To adapt in a fast-paced world, successful organizations realize that real-time planning activities must happen throughout the organization on an ongoing basis. 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 to some examples of how Connected Planning is changing the way companies do business.
3 videos (Total 10 min), 3 readings, 1 quiz
3 readings
Planning is Everything3mCourse Overview5mDownload the Course Workbook2m1 practice exercise
Connected Planning Case Studies10mWeek2
Week 2
A Framework for Connected Planning
In this module, we start with an exploration of how Connected Planning bridges the critical gap that organizations so often face between strategic planning and day-to-day execution of the business. We then cover some key Connected Planning terminology for the course and use it to present a framework for understanding how Connected Planning can be put into action across different functions and planning processes within an organization.
6 videos (Total 30 min), 6 readings, 2 quizzes
6 videos
Bridging the Gap between Strategic Planning and Operational Execution6mUnlocking Value in Digital Transformation3mReview: Brief History and Value of Connected Planning8mQuestions that Connected Planning Can Answer7mCase Study - DISH Network3mInclude Finance in the Implementation Journey1m6 readings
How to Turn Strategic Planning into a Successful Strategy4mImportant words to know for this course5mHow Should my Organization Approach Connected Planning?3mAnaplan's Core 18 Honeycomb Framework5mIntroduction to Core 18 Definitions10mCore 18 Adjacency Reflection10m2 practice exercises
Bridging the Gap between Strategic Planning and Operational Execution5mWeek 2 Assessment15mWeek3
Week 3
Connected Planning in the Finance Function
This week, you'll explore ways in which Connected Planning is being implemented within the Finance function of an organization. After an overview of Finance's current and emerging role, we'll cover five key Connected Planning use cases for Finance. For each one, we'll explain the use case, who is involved in executing its planning processes, the value Connected Planning offers, and one or more real-life case studies.
8 videos (Total 34 min), 34 readings, 11 quizzes
8 videos
Connected Planning for Finance Introduction1mOverview of Connected Planning in Finance14mImplementing Connected Planning in Finance6mTransition to Finance Use Cases in the Core 1818sLong Range Planning in an Organization2mCase Study - PwC2mCase Study - RSA1mCase Study - HPE4m34 readings
A Company's Finance Department: 8 Key Functions3mThe Modern CFO Revealed12mThe Bottom Line: Rolling Forecasts10mCase Study - Booking.com10mCase Study - ASK5mIntroduction to Long Range Planning2mWhat is Long Range Planning?2mLong Range Planning - Key Stakeholders3mLong Range Planning - Value Insights3mCase Study - AXA Germany 10mOptional: Long Range Planning in an Organization Reflection10mIntroduction to Revenue and Operating Expense Planning2mWhat is Revenue and Operating Expense (OpEx) Planning?2mRevenue and Operating Expense Planning - Key Stakeholders3mRevenue and Operating Expense Planning - Value Insights 3mOptional: Revenue and Operating Expense Planning in an Organization Reflection10mIntroduction to Capital Expenditure Planning2mWhat is Capital Expenditure (CapEx) Planning? 2mOPTIONAL: CAPEX, Depreciation and Amortization in Financial Modeling7mCapital Expenditure (CapEx) Planning - Key Stakeholders3mCapital Expenditure (CapEx) Planning - Value Insights3mCase Study - Oil & Gas Major2mOptional: Capital Expenditure Planning in an Organization Reflection10mIntroduction to Income Statement Forecasting 2mWhat is Income Statement Forecasting?2mIncome Statement Forecasting - Key Stakeholders3mIncome Statement Forecasting - Value Insights 3mCase Study - Jumia5mOptional: Income Statement Forecasting in an Organization Reflection10mIntroduction to Balance Sheet and Cash Flow Planning2mWhat is Balance Sheet and Cash Flow Planning?2mBalance Sheet and Cash Flow Planning- Key Stakeholders3mBalance Sheet and Cash Flow Planning - Value Insights3mOptional: Balance Sheet and Cash Flow Planning in an Organization Reflection10m11 practice exercises
Long Range Planning Review8mLong Range Planning Case Studies8mRevenue and Operating Expense Planning Review8mRevenue and Operating Expense Planning Case Study8mCapital Expenditure Planning Review8mCapital Expenditure Planning Case Study8mIncome Statement Forecasting Review8mIncome Statement Forecasting Case Study8mBalance Sheet and Cash Flow Planning Review8mBalance Sheet and Cash Flow Planning Case Study8mWeek 3 Assessment30mWeek4
Week 4
Connected Planning in the Sales Function
In this module, you'll explores ways in which Connected Planning is being implemented within the Sales function of an organization. After an overview of the role of Sales, we'll cover six key Connected Planning use cases for Sales. For each one, we'll explain the use case, who is involved in executing its planning processes, the value Connected Planning offers, and one or more real-life case studies.
18 videos (Total 93 min), 45 readings, 13 quizzes
18 videos
Connected Planning for Sales Introduction1mThe Need for Connected Planning in Sales5mOverview of Connected Planning in Sales23mCase Study - HP4mTransition to Sales Use Cases in the Core 182mTerritory Planning in an Organization1mCase Study - VMware2mCase Study - Pure Storage2mCase Study - Hitachi Vantara12mQuota Modeling in an Organization1mCase Study - Vodafone 15mWhy do Sales Incentives Matter?5mWhat Makes Managing Incentives Challenging?2mIncentive Compensation Management in an Organization1mCase Study - Zillow Group2mSales Forecasting in an Organization1mCase Study - DocuSign2mCase Study - Autodesk2m45 readings
What is Sales Management?10mCase Study - OpenSource5mIntroduction to Territory Planning2mWhat is Territory Planning?4mBalance in Motion: Territory Planning5mTerritory Planning - Key Stakeholders3mTerritory Planning - Value Insights3mOptional: Territory Planning in an Organization Reflection10mIntroduction to Quota Modeling2mWhat is Quota Modeling?4mMeasuring and Motivating the Field: Quota Planning5mQuota Modeling - Key Stakeholders3mQuota Modeling - Value Insights3mCase Study - AmerSports10mCase Study - Cox Automotive5mOptional: Quota Modeling in an Organization Reflection10mIntroduction to Incentives and Rewards Planning2mWhat is Incentives and Rewards Planning?2mIncentives and Rewards Planning - Key Stakeholders3mIncentives and Rewards Planning - Value Insights3mBringing together ICM Strategy and Territory Planning10mCase Study - LegalZoom5mCase Study - Telus10mOptional: Incentives and Rewards Planning in an Organization Reflection10mIntroduction to Sales Forecasting2mWhat is Sales Forecasting?2mSales Forecasting - Key Stakeholders3mSales Forecasting - Value Insights3mOptional: Sales Forecasting in an Organization Reflection10mIntroduction to Marketing Performance Management2mWhat is Marketing Performance Management?4mMarketing Performance Management - Key Stakeholders3mMarketing Performance Management - Value Insights3mCase Study - Food and Beverage Company2mCase Study - Media Company2mCase Study - Technology Company2mCase Study - Activision5mOptional: Marketing Performance Management in an Organization Reflection10mIntroduction to Pricing and Promotions Planning2mWhat is Pricing and Promotions Planning? 2mTrade Promotion and Price Management5mPricing and Promotions Planning - Key Stakeholders3mPricing and Promotions Planning - Value Insights3mCase Study - Kemps5mOptional: Pricing and Promotions Planning in an Organization Reflection10m13 practice exercises
Territory Planning Review8mTerritory Planning Case Studies8mQuota Modeling Review8mQuota Modeling Case Studies8mIncentives and Rewards Planning Review8mIncentives and Rewards Planning Case Studies8mSales Forecasting Review8mSales Forecasting Case Studies8mMarketing Performance Management Review8mMarketing Performance Management Case Studies8mPricing and Promotions Planning Review8mPricing and Promotions Planning Case Study8mWeek 4 Assessment15mWeek5
Week 5
Connected Planning in the Supply Chain Function
In this module, you'll explores ways in which Connected Planning is being implemented within the Supply Chain function of an organization. After an overview of the role of Supply Chain, we'll cover four key Connected Planning use cases for Supply Chain. For each one, we'll explain the use case, who is involved in executing its planning processes, the value Connected Planning offers, and one or more real-life case studies.
13 videos (Total 58 min), 30 readings, 9 quizzes
13 videos
Connected Planning for Supply Chain Introduction2mOverview of Connected Planning in Supply Chain11mThe Recipe for Today’s Supply Chain Resilience2mCase Study - Carters3mTransition to Supply Chain Use Cases in the Core 184mAchieve Your Growth Objectives with Demand Management4mDemand Planning in an Organization58sCase Study - Circle K10mSupply Planning in an Organization59sCase Study - DISH Network2mSales and Operations Planning in an Organization1mSupplier Collaboration Connected Planning Platform Demonstration8mCase Study - SONOS3m30 readings
Beginner's Guide to Supply Chain Management10mSupply Chain Planning Process Overview3mHow Connecting the Supply Chain Improves Business Performance10mThe Rise of the Digital Supply Network20mIntroduction to Demand Planning2mWhat is Demand Planning?4mDemand Planning Beginners Guide6mDigital Demand Management: The New Normal5mReview: Trade Promotion and Price Management5mDemand Planning - Key Stakeholders3mDemand Planning - Value Insights3mOptional: Demand Planning in an Organization Reflection10mIntroduction to Supply Planning 2mWhat is Supply Planning?2mSupply Planning - Key Stakeholders3mSupply Planning - Value Insights3mOptional: Supply Planning in an Organization Reflection10mIntroduction to Sales and Operations Planning2mWhat is Sales and Operations Planning?4mThe Keys to Mobilizing Next-Generation S&OP10mSales and Operations Planning - Key Stakeholders3mSales and Operations Planning - Value Insights3mCase Study - Tarmac5mCase Study - TATA Steel10mOptional: Sales and Operations Planning in an Organization Reflection10mIntroduction to Supplier Collaboration2mWhat is Supplier Collaboration?2mSupplier Collaboration - Key Stakeholders3mSupplier Collaboration - Value Insights3mOptional: Supplier Collaboration in an Organization Reflection10m9 practice exercises
Demand Planning Review8mDemand Planning Case Study8mSupply Planning Review8mSupply Planning Case Study8mSales and Operations Planning Review8mSales and Operations Planning Case Studies8mSupplier Collaboration Review8mSupplier Collaboration Case Study8mWeek 5 Assessment15mWeek6
Week 6
Connected Planning in the Human Resources Function
In this module, you'll explores ways in which Connected Planning is being implemented within the Human Resources function of an organization. After an overview of the role of Human Resources, we'll cover three key Connected Planning use cases for Human Resources. For each one, we'll explain the use case, who is involved in executing its planning processes, the value Connected Planning offers, and one or more real-life case studies.
14 videos (Total 65 min), 22 readings, 7 quizzes
14 videos
Connected Planning in Human Resources Introduction1mThe Role of HR in Supporting the Business and the Workforce in the New World of Work4mDelivering an Agile Workforce6mCross-Functional Business Agility7mCase Study - ServiceSource3mIntroduction to Human Resources Use Cases in the Core 182mWorkforce Planning Definition1mThe Spectrum of Workforce Planning3mWorkforce Planning is Connected to Other Functions3mABCs of Workforce Planning1mCase Study - Queensland Rail19mCase Study - Tableau2mCase Study - Anaplan UK customer3mCompensation Modeling in an Organization3m22 readings
The 12 Key Functions of Human Resources7mCase Study - Global Telecommunications Company3mIntroduction to Workforce Planning2mWhat is Workforce Planning? 3mThe Spectrum of Workforce Planning4mHow to Create Organizational Alignment with Strategic Workforce Planning3mWorkforce Planning - Key Stakeholders3mWorkforce Planning - Value Insights3mOptional: Workforce Planning in an Organization Reflection10mIntroduction to Compensation Modeling2mWhat is Compensation Modeling?2mCompensation Modeling Definition and Challenges2mCompensation Modeling - Key Stakeholders3mCompensation Modeling - Value Insights3mCase Study - Global Investment Bank2mOptional: Compensation Modeling in an Organization Reflection10mIntroduction to Talent Strategy Planning2mWhat is Talent Strategy?3mTalent Strategy - Key Stakeholders 3mTalent Strategy - Value Insights3mCase Study - Nielsen10mOptional: Talent Strategy Planning in an Organization Reflection10m7 practice exercises
Workforce Planning Review8mWorkforce Planning Case Studies8mCompensation Modeling Review8mCompensation Modeling Case Study8mTalent Strategy Planning Review8mTalent Strategy Planning Case Study8mWeek 6 Assessment15mWeek7
Week 7
Value Chain View
In this module, we'll take a step back from individual functional groups within an organization and look at how Connected Planning helps deliver organizational value by linking use cases within and across functions. A Value Chain captures a series of planning processes that are commonly linked in support of a strategic imperative. We'll explore some common Connected Planning Value Chains and the strategic imperatives that they support.
10 readings
10 readings
Introduction to Value Chains10mCase Study - Hitachi Automotive Systems5mValue Chain Descriptions3mIntroduction to the Corporate FP&A Value Chain2mIntroduction to the Business Unit FP&A Value Chain2mIntroduction to the Workforce Planning Value Chain2mIntroduction to the Sales Planning Value Chain2mIntroduction to the Incentives and Rewards Value Chain2mIntroduction to the Sales Forecasting Value Chain2mIntroduction to the Demand Management Value Chain2m8 practice exercises
Corporate FP&A Value Chain Reflection5mBusiness Unit FP&A Value Chain Reflection5mWorkforce Planning Value Chain Reflection5mSales Planning Value Chain Reflection5mIncentives and Rewards Value Chain Reflection5mSales Forecasting Value Chain Reflection5mDemand Management Value Chain Reflection5mWeek 7 Assessment15mWeek8
Week 8
Connected Planning and You Project
Each organization's Connected Planning journey is customized to their business model and their unique needs. While an organization can start with any use case, there should be a logical order to their journey. 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 design a customized implementation journey or Value Chain for 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.
2 readings
2 readings
Project Introduction1mCourse Completion2mAbout the Connected Planning for Business Transformation Specialization
This Specialization is for business professionals and students who are building business strategy and planning skills. It’s also ideal for senior leadership who need insight beyond basic business modeling and scenario planning to capture value from their strategic planning and budgeting processes. Through three courses, you will cover the principles and benefits of Connected Planning, learn from real-life Connected Planning case studies from a wide range of industries and functions, and explore the organizational imperatives critical to successful Connected Planning adoption. Together, these courses will prepare you to drive a Connected Planning implementation in your own organization.
Frequently Asked Questions
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When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
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