Hyperion Planning Toolkit

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Manage Hyperion Planning: Project Management of capital projects.

More Uses of the Hyperion Planning Toolkit:

  • Establish Hyperion Planning: store, retrieve, and manipulate hyperion data for analysis of system capabilities and requirements.

  • Identify approach to planning and development to strategize on Organizational Structure to maximize the quality and efficiency of deliverables.

  • Secure that your planning complies; addresses material related issues pertaining to new Program Development and serves as a focal point for varied government outsourcing projects.

  • Drive coordination of Business Relationship Management Strategic Planning process and development and ensure alignment with broader IT Strategic Objectives.

  • Establish that your planning communicates with all parties to resolve system challenges and to perform mentoring and training customers, implementation teams, end users, etc.

  • Warrant that your planning leads the records and Information Management (rim) initiative to develop, maintain, communicate, and coordinate rollout of corporate Records management policies, guidelines, and procedures.

  • Take ownership of the complete lifecycle of a product features from planning to implementation to testing to production.

  • Provide insights to support the Decision Making and Strategic Planning of the sales organization.

  • Manage work with marketing planning and operations team to incorporate data into Content Development (focus on Customer Engagement, SEO, etc).

  • Manage the Demand Planning deliverables to ensure integrity, applicability and comprehensiveness of the demand plan at the unit level.

  • Make sure that your planning develops best practice SOPs for effective management of inventories, planning, master Data Management, planning systems logic and ongoing Supply Planning team development.

  • Establish that your planning complies; logs problems and resolutions into the problem tracking system.

  • Be accountable for forecasting of annual sales and management of inventory planning and replenishment.

  • Confirm your planning analyzes functional area systems generated workload data to satisfy the needs of the manpower requirements determination studies and other special projects or studies.

  • Be certain that your organization provides overall direction and planning for budgeting, managing expense priorities, scheduling, Performance Requirements, recommending and implementing changes to methods, and input on staffing.

  • Make sure that your planning complies; plans, organize, and conducts Business Process Reengineering/improvement projects and Management Review.

  • Identify Hyperion Planning: Workforce Planning and the supply / development of skilled Software Engineers to ensure execution success and on contract new Business Growth.

  • Confirm your project complies; monitors resource utilization and performs Capacity Planning to ensure appropriate budgeting, purchasing, and installation procedures to ensure that infrastructure requirements and end user expectations are met.

  • Direct Hyperion Planning: present facilitate service Capacity Planning and Demand Forecasting, software Performance Analysis, and system tuning.

  • Devise Hyperion Planning: work closely with the Markets organization to foster business collaboration, organic growth across businesses and engages in Strategic Planning for the sub markets.

  • Be accountable for planning and executing strategies for Continuous Improvement in methodologies, processes, procedures, and technologies with a focus on aggressive growth rates.

  • Assure your planning analyzes, designs, and develops system functional specifications consulting with users to determine hardware, software, and system functional requirements.

  • Guide Hyperion Planning: work closely with the IT Business Analysts and Enterprise Administration to support Strategy, Planning and Governance of technology solutions and investments for business partners.

  • Provide engineering and technical leadership for Project Planning and implementation activities with internal and external teams as it relates to analytics, platform integration, digital ecosystem, AI and Machine Learning.

  • Be accountable for developing and adhering to management and Quality Control procedures, planning and directing program execution, monitoring cost, schedule, performance, and risk, and Resource Allocation.

  • Establish that your planning participates in the development, improvement and maintenance of Database Applications.

  • Establish Hyperion Planning: own and elevate the hard goods assortment and pricing strategy through market expertise, assortment planning and identifying gaps and opportunities for internal and external development to optimize top line growth, profitability, and brand progression.

  • Be certain that your planning develops strategic operating plans and responds to changing business conditions, with an emphasis on Customer Satisfaction through continuous Process Improvement.

  • Coordinate activities with various internal disciplines to ensure adequate planning and review occurs in the areas of asset preservation, revenue maximization, regulatory, and contract compliance.

  • Assure your planning supports investigation of inventory variances and work cross departmentally to identify root cause.

  • Ensure you propel; build an internal network across service lines to generate new business opportunities and develop and maintain long term client relationships to expand the business.


Save time, empower your teams and effectively upgrade your processes with access to this practical Hyperion Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Hyperion Planning 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 Hyperion Planning specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Hyperion Planning 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Hyperion Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What assumptions are made about the solution and approach?

  2. Are required metrics defined, what are they?

  3. What tests verify requirements?

  4. Where do ideas that reach policy makers and planners as proposals for Hyperion Planning strengthening and reform actually originate?

  5. How is Hyperion Planning project cost planned, managed, monitored?

  6. What baselines are required to be defined and managed?

  7. How do you measure progress and evaluate training effectiveness?

  8. Do you feel that more should be done in the Hyperion Planning area?

  9. Have the concerns of stakeholders to help identify and define potential barriers been obtained and analyzed?

  10. What users will be impacted?

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 Hyperion Planning book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Hyperion Planning 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 Hyperion Planning Self-Assessment and Scorecard you will develop a clear picture of which Hyperion Planning 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 Hyperion Planning 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 Hyperion Planning projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Hyperion Planning project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Hyperion Planning project team have enough people to execute the Hyperion Planning project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Hyperion Planning project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Hyperion Planning Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Hyperion Planning 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 Hyperion Planning 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 Hyperion Planning 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 Hyperion Planning project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Hyperion Planning 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 Hyperion Planning 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 Hyperion Planning investments work better.

This Hyperion Planning 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.