Anaplan Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Anaplan Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Anaplan related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Anaplan specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Anaplan Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Anaplan improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. How do you prioritize your savings plan – is it better to tackle a one time saving, or spear head an effort for recurring monthly savings?

  2. How your organization translated climate scenarios to financial models and whether the scenario analysis is used in strategic planning?

  3. Are you looking to be the lead person to drive the planning, forecasting and analysis for a large solutions and service business?

  4. Is there any impact computed for the additional limitations associated with the deduction of compensation in excess of million?

  5. Who takes charge to make sure your organizations data is being used as effectively as possible to support high level strategy?

  6. When will your organization provide a schedule detailing the calculation of interest expense on the over recovered balance?

  7. When have you supported, developed and empowered a diverse team to achieve the full potential and what was your approach?

  8. Have your planning processes and the outputs been compromised because you have had incomplete and/or inaccurate data?

  9. Does analysis of climate related risks and opportunities feed into financial planning and strategy development?

  10. Have you identified someone within your finance department that would be an initial user of a CPM solution?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Anaplan book in PDF containing 990 requirements, which criteria correspond to the criteria in...

Your Anaplan self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Anaplan Self-Assessment and Scorecard you will develop a clear picture of which Anaplan areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Anaplan Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Anaplan projects with the 62 implementation resources:

  • 62 step-by-step Anaplan Project Management Form Templates covering over 1500 Anaplan project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Scope Statement: Is the plan for your organization of the Anaplan project resources adequate?

  2. Lessons Learned: What regulatory regime controlled how your organization head and program manager directed your organization and Anaplan project?

  3. Probability and Impact Assessment: How solid is the Anaplan projection of competitive reaction?

  4. Probability and Impact Matrix: During which risk management process is a determination to transfer a risk made?

  5. Lessons Learned: How timely was the training you received in preparation for the use of the product/service?

  6. Requirements Management Plan: Could inaccurate or incomplete requirements in this Anaplan project create a serious risk for the business?

  7. Schedule Management Plan: Is the correct WBS element identified for each task and milestone in the IMS?

  8. Requirements Management Plan: Do you understand the role that each stakeholder will play in the requirements process?

  9. Procurement Audit: Does the procurement unit have sound commercial awareness and knowledge of suppliers and the market?

  10. Procurement Audit: Does your organization use existing contracts where possible to avoid the cost of bidding?

 
Step-by-step and complete Anaplan Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Anaplan project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Anaplan project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Anaplan project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Anaplan project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Anaplan project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Anaplan project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Anaplan project with this in-depth Anaplan Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Anaplan projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Anaplan and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Anaplan investments work better.

This Anaplan All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.