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Linda Scott and LA Foster

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.

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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.

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What's inside

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.
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Develops planning skills, which are core skills for roles like the Chief Planning Officer
Explores Connected Planning, which is standard in the business modeling and scenario planning industry
Taught by Linda Scott and LA Foster, who are recognized for their work in business planning and modeling
Teaches Connected Planning, which helps learners bridge the gap between strategic plans and operational execution
Provides hands-on labs and interactive materials, making it a practical learning experience
Presented by Anaplan, a leading technology platform for Connected Planning

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Reviews summary

Strategic insights into connected planning

According to students, this course offers a clear and concise overview of Connected Planning, providing strategic insights and a strong foundational understanding for business and finance professionals. Learners found the content highly relevant to current business trends and appreciated the exploration of its measurable impact and benefits. While praised for its well-structured modules and knowledgeable instructor, some students noted it remains a high-level, conceptual introduction rather than providing deep practical implementation details or software-specific training, making it ideal for those seeking a strategic understanding of the 'why' behind Connected Planning.
Course content prominently features Anaplan's platform.
"Some parts felt a bit like a sales pitch for Anaplan, but it's understandable given who publishes it."
"It's an Anaplan course, so expect it to promote Anaplan. The information is high-level and serves as a good marketing tool."
A final project allows for real-world application of concepts.
"The project, though requiring external info, was a great way to apply the concepts to my own organization."
"The project was thought-provoking and helped consolidate learning."
Highly relevant for business and finance professionals.
"As a finance professional, I found the explanation of how it integrates data, people, and plans to be highly relevant."
"The focus on real-world application and current business trends was excellent. I appreciated the practical insights..."
"I'd say it's essential for anyone involved in business strategy."
Focuses on theory and concepts, not deep implementation.
"I felt it lacked practical examples beyond the theoretical. It heavily emphasizes the 'why' but less of the 'how'."
"If you're looking for specifics on implementing Connected Planning or using Anaplan, this isn't it. It's very high-level."
"It won't teach you specific planning models or software usage. It's more about the general idea."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Overview of Connected Planning with these activities:
Understand basic overview of business planning
Review basic overview of business planning to prepare for this course by understanding the scope and fundamentals of business planning.
Browse courses on Business Planning
Show steps
  • Read an article or blog post about the importance of business planning.
  • Watch a video about the different types of business plans.
  • Talk to a business owner or manager about their planning process.
Follow a guide to business data architecture
Guided tutorials can help you build a strong foundation in data modeling, a crucial component of Connected Planning.
Show steps
  • Choose a reputable tutorial provider
  • Follow the tutorial step-by-step
  • Complete all exercises and assignments
  • Apply what you've learned to a project of your own
Create a glossary of Connected Planning terms
Creating a glossary will help you solidify your understanding of the key concepts in Connected Planning.
Show steps
  • Review the course materials
  • Identify and define key terms
  • Organize the terms alphabetically or by category
One other activity
Expand to see all activities and additional details
Show all four activities
Practice scenario planning
Practice drills can help you improve your ability to develop and execute scenario plans.
Browse courses on Scenario Planning
Show steps
  • Choose a scenario you want to plan for
  • Identify the key variables that could affect the scenario
  • Develop a plan for each possible outcome
  • Test your plan by simulating the scenario
  • Revise your plan based on the results of the simulation

Career center

Learners who complete Overview of Connected Planning will develop knowledge and skills that may be useful to these careers:
Project Manager
Project Managers plan and execute projects to achieve specific goals. The Overview of Connected Planning course can help Project Managers develop the skills and knowledge needed to succeed in this role. The course provides an overview of the key characteristics of Connected Planning, its history, and its benefits. It also covers the three pillars of Connected Planning: data, people, and plans. This knowledge can help Project Managers to better understand the needs of their clients and to develop effective solutions.
Technology Manager
Technology Managers plan and implement technology solutions to meet the needs of an organization. The Overview of Connected Planning course can help Technology Managers develop the skills and knowledge needed to succeed in this role. The course provides an overview of the key characteristics of Connected Planning, its history, and its benefits. It also covers the three pillars of Connected Planning: data, people, and plans. This knowledge can help Technology Managers to better understand the needs of their clients and to develop effective solutions.
Financial Analyst
Financial Analysts help organizations to make informed decisions about their financial future. The Overview of Connected Planning course can help Financial Analysts develop the skills and knowledge needed to succeed in this role. The course provides an overview of the key characteristics of Connected Planning, its history, and its benefits. It also covers the three pillars of Connected Planning: data, people, and plans. This knowledge can help Financial Analysts to better understand the needs of their clients and to develop effective solutions.
Sales Manager
Sales Managers plan and execute sales strategies to achieve revenue goals. The Overview of Connected Planning course can help Sales Managers develop the skills and knowledge needed to succeed in this role. The course provides an overview of the key characteristics of Connected Planning, its history, and its benefits. It also covers the three pillars of Connected Planning: data, people, and plans. This knowledge can help Sales Managers to better understand the needs of their clients and to develop effective solutions.
Operations Manager
Operations Managers plan and oversee the day-to-day operations of an organization. The Overview of Connected Planning course can help Operations Managers develop the skills and knowledge needed to succeed in this role. The course provides an overview of the key characteristics of Connected Planning, its history, and its benefits. It also covers the three pillars of Connected Planning: data, people, and plans. This knowledge can help Operations Managers to better understand the needs of their clients and to develop effective solutions.
Strategy Consultant
Strategy Consultants help organizations to develop and execute strategies to achieve their goals. The Overview of Connected Planning course can help Strategy Consultants develop the skills and knowledge needed to succeed in this role. The course provides an overview of the key characteristics of Connected Planning, its history, and its benefits. It also covers the three pillars of Connected Planning: data, people, and plans. This knowledge can help Strategy Consultants to better understand the needs of their clients and to develop effective solutions.
Business Analyst
Business Analysts help organizations to improve their performance by identifying and solving business problems. The Overview of Connected Planning course can help Business Analysts develop the skills and knowledge needed to succeed in this role. The course provides an overview of the key characteristics of Connected Planning, its history, and its benefits. It also covers the three pillars of Connected Planning: data, people, and plans. This knowledge can help Business Analysts to better understand the needs of their clients and to develop effective solutions.
Risk Manager
Risk Managers identify, assess, and manage risks to an organization. The Overview of Connected Planning course can help Risk Managers develop the skills and knowledge needed to succeed in this role. The course provides an overview of the key characteristics of Connected Planning, its history, and its benefits. It also covers the three pillars of Connected Planning: data, people, and plans. This knowledge can help Risk Managers to better understand the needs of their clients and to develop effective solutions.
Data Analyst
Data Analysts collect, analyze, and interpret data to help organizations make better decisions. The Overview of Connected Planning course can help Data Analysts develop the skills and knowledge needed to succeed in this role. The course provides an overview of the key characteristics of Connected Planning, its history, and its benefits. It also covers the three pillars of Connected Planning: data, people, and plans. This knowledge can help Data Analysts to better understand the needs of their clients and to develop effective solutions.
Product Manager
Product Managers plan and develop products to meet the needs of customers. The Overview of Connected Planning course can help Product Managers develop the skills and knowledge needed to succeed in this role. The course provides an overview of the key characteristics of Connected Planning, its history, and its benefits. It also covers the three pillars of Connected Planning: data, people, and plans. This knowledge can help Product Managers to better understand the needs of their clients and to develop effective solutions.
Consultant
Consultants advise organizations on a wide range of issues, including business planning. The Overview of Connected Planning course can help Consultants develop the skills and knowledge needed to provide effective advice on this topic. The course provides an overview of the key characteristics of Connected Planning, its history, and its benefits. It also covers the three pillars of Connected Planning: data, people, and plans. This knowledge can help Consultants to better understand the needs of their clients and to develop effective solutions.
CIO
CIOs are responsible for the technology infrastructure of an organization. The Overview of Connected Planning course may be useful to CIOs who want to gain a better understanding of how they can use data, people, and plans to achieve their goals.
CFO
CFOs are responsible for the financial performance of an organization. The Overview of Connected Planning course may be useful to CFOs who want to gain a better understanding of how they can use data, people, and plans to achieve their goals.
Board Member
Board Members oversee the governance of an organization. The Overview of Connected Planning course may be useful to Board Members who want to gain a better understanding of how organizations can use data, people, and plans to achieve their goals.
CEO
CEOs are responsible for the overall performance of an organization. The Overview of Connected Planning course may be useful to CEOs who want to gain a better understanding of how they can use data, people, and plans to achieve their goals.

Reading list

We've selected 12 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Overview of Connected Planning.
Explores the cognitive biases that can lead to poor planning. It valuable read for anyone who wants to understand the challenges of planning and how to overcome them.
Discusses the challenges that organizations face when they try to innovate. It relevant read for anyone who wants to understand the importance of adaptability and agility in planning.
Provides a framework for developing and testing new products and services. It valuable resource for anyone who wants to learn more about how to innovate and adapt in a rapidly changing business environment.
Provides a simple framework for developing effective strategies. It helpful resource for anyone who wants to learn more about how to set goals, analyze the competition, and make decisions.
Provides insights into the challenges that organizations face as they grow. It valuable read for anyone who wants to understand how to maintain a competitive advantage and avoid the pitfalls of growth.
Provides a framework for personal and professional effectiveness. It valuable resource for anyone who wants to learn more about how to set goals, manage time, and build relationships.
Provides a year-long experiment in happiness. It valuable resource for anyone who wants to learn more about what makes them happy and how to live a happier life.
Discusses the challenges that organizations face when they try to innovate. It relevant read for anyone who wants to understand the importance of adaptability and agility in planning.

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