Master Anaplan for Enterprise Planning and Automation
You're under pressure. Planning cycles are longer than they should be, stakeholders demand faster insights, and your spreadsheets are teetering on the edge of chaos. Manual processes aren't just slowing you down - they're putting your credibility at risk. You know Anaplan is the answer. It’s what top finance and operations teams use to replace error-prone models, accelerate forecasting, and align strategy with execution. But jumping in without structure leads to frustration, wasted time, and half-built models that no one trusts. The Master Anaplan for Enterprise Planning and Automation course closes that gap. This is your step-by-step path from fragmented planning to fully automated, scalable, board-ready enterprise modeling - with a clear outcome: go from concept to a production-grade Anaplan solution in 30 days, complete with audit-ready documentation and executive dashboards. Take Sarah Kim, Senior FP&A Manager at a global logistics firm. After completing this course, she redesigned her company’s annual budgeting process in Anaplan, cutting cycle time from 6 weeks to 8 days. Her model was adopted globally, and she was promoted within 4 months. “This wasn’t just training,” she said. “It was the operating manual no one gives you.” This isn’t about theory. It’s about control - over your models, your timelines, and your career. You’ll gain the exact methodology used by certified Anaplan consultants and enterprise architects, distilled into a repeatable, results-producing system. No guesswork. No gaps. Just clarity, speed, and confidence. Here’s how this course is structured to help you get there.Course Format & Delivery Details Learn On Your Terms - No Deadlines, No Drama
This is a self-paced, on-demand program designed for professionals who need real skills, not scheduled sessions. Enroll once and gain immediate online access to the full curriculum, with no fixed start dates or live bookings required. Most learners implement their first high-impact Anaplan model within 14 days. You can move faster if you choose, or take your time - the structure supports both. The average completion time is 28 to 35 days, with tangible outputs every week. Lifetime Access, Zero Expiry
Your enrollment includes lifetime access to all course materials. This means you never lose access to templates, decision frameworks, or modeling methodologies - even as Anaplan evolves. All future updates are included at no extra cost, ensuring your skills remain current and competitive for years. Learn Anywhere, Anytime
The course is fully mobile-friendly and accessible 24/7 from any device, anywhere in the world. Whether you're refining a model on your tablet during travel or reviewing best practices on your phone between meetings, your progress syncs seamlessly. Global access means no time zone barriers. Expert-Led Guidance with Direct Support
You’re not learning in isolation. This course includes direct instructor support through structured feedback loops and curated guidance pathways. Each module contains precision-engineered checkpoints so you can validate your work, avoid common pitfalls, and stay on track - with the same rigor as a certified consultant engagement. Certification That Opens Doors
Upon completion, you’ll earn a Certificate of Completion issued by The Art of Service, a globally recognised credential trusted by enterprises, consulting firms, and technology leaders across 90+ countries. This is not a participation badge - it validates deep, applied competency in enterprise-grade Anaplan implementation. Fair, Transparent Pricing - No Hidden Costs
The price you see is the price you pay. There are no upsells, no recurring fees, and no hidden charges. One-time enrollment grants full access to the entire curriculum, tools, templates, and certification process. We accept all major payment methods, including Visa, Mastercard, and PayPal - so you can enrol securely in moments. Zero-Risk Learning Guarantee
Try the course risk-free. If you complete the first two modules and don’t believe you’ve gained immediately actionable value, request a full refund within 30 days. No forms, no hoops - just honest results. This is our “satisfied or refunded” promise, designed so you have nothing to lose and everything to gain. After Enrollment: What to Expect
Once enrolled, you’ll receive an automated confirmation email. Your course access details will be sent separately once your learning environment is fully provisioned - ensuring all materials are properly configured and ready for immediate use. “Will This Work For Me?” - A Message to the Skeptical Professional
If you’ve tried Anaplan before and hit roadblocks, this course will still work for you. If your background is in Excel, SAP, or legacy planning tools, this course will still work for you. If you’re new to modeling but need to deliver fast, this course will still work for you. This works even if your organisation uses hybrid systems, has strict data governance rules, or requires integration with ERP platforms like NetSuite, Oracle, or Microsoft Dynamics. We include real-world implementation blueprints that have been field-tested across manufacturing, healthcare, financial services, and supply chain organisations. With over 80 granular topics, role-specific modeling examples, and step-by-step configuration guides, there’s no scenario this curriculum doesn’t address. This is not generic advice - it’s the exact toolkit used to deploy Anaplan at enterprise scale.
Extensive and Detailed Course Curriculum
Module 1: Foundations of Enterprise Planning with Anaplan - Understanding the limitations of spreadsheet-based planning
- The evolution of connected planning in modern enterprises
- Core components of the Anaplan platform architecture
- Differences between Anaplan and traditional BI or ERP tools
- Defining planning maturity levels in your organisation
- Identifying high-value planning processes for Anaplan migration
- Mapping stakeholders and decision-makers in planning workflows
- Establishing success criteria for Anaplan adoption
- Creating a business case for connected planning
- Assessing data readiness and integration dependencies
Module 2: Navigating the Anaplan Interface with Precision - Logging in and accessing workspaces and models
- Understanding the role of Workspaces, Models, and Modules
- Customising dashboard views for executive reporting
- Using the Model Settings panel effectively
- Managing user roles and permission levels
- Configuring default time ranges and time scales
- Understanding system modules and built-in functions
- Navigating between grid, chart, and form views
- Using the Anaplan mobile app for review and approval
- Locating support resources within the platform
Module 3: Building Your First Model - A Real-World Blueprint - Creating a new Anaplan model from scratch
- Selecting the right template or starting blank
- Defining the purpose: budgeting, forecasting, or scenario modeling
- Choosing the appropriate time dimension (monthly, quarterly, annual)
- Setting up initial data inputs and drivers
- Configuring summary and detail levels
- Using naming conventions for clarity and auditability
- Adding notes and documentation within the model
- Testing basic calculations and logic flows
- Sharing the model with a peer reviewer
Module 4: Mastering Lists and Hierarchies - Creating flat and hierarchical lists
- Importing lists from external sources
- Managing parent-child relationships
- Using numbered lists for transactional line items
- Applying list formatting and display options
- Configuring list properties and metadata
- Building composite lists for complex dimensions
- Using saved views for list filtering
- Applying access control to specific list items
- Creating dynamic hierarchies with formula-driven logic
Module 5: Designing Robust Modules - Understanding the difference between modules and lists
- Designing sparse vs. dense data structures
- Optimising module size for performance
- Setting up time-lagged modules for forecasting
- Creating input, calculation, and output modules
- Linking modules through common dimensions
- Using Boolean modules for conditional logic
- Applying module formatting for readability
- Setting up audit and version control flags
- Documenting module purpose and ownership
Module 6: Advanced Formula and Syntax Mastery - Understanding Anaplan formula syntax rules
- Using basic operators (+, -, *, /, =)
- Applying IF THEN ELSE logic with precision
- Using Boolean logic and comparison operators
- Implementing LOOKUPs across dimensions
- Mastering OFFSET and MOVINGSUM functions
- Using RANK and SORT functions for prioritisation
- Applying TEXT, DATE, and NUMBER format conversions
- Combining multiple functions in a single formula
- Debugging common formula errors and circular references
Module 7: Data Integration and Import Strategies - Connecting Anaplan to external data sources
- Setting up automated data imports via Anaplan CloudWorks
- Preparing CSV files for clean ingestion
- Using data hub models for centralised integration
- Mapping source fields to Anaplan targets
- Scheduling recurring imports with failure alerts
- Validating data post-import with reconciliation modules
- Handling data quality exceptions and mismatches
- Using transformation rules during import
- Building audit logs for data governance compliance
Module 8: Actionable Dashboards and Executive Reporting - Designing dashboard layouts for decision impact
- Adding grids, charts, and KPIs to dashboards
- Using conditional formatting to highlight variances
- Setting up drill-down paths for detailed analysis
- Creating multi-tab dashboards for different audiences
- Embedding commentary fields for narrative context
- Configuring alert thresholds and colour coding
- Filtering data by time, region, or business unit
- Exporting dashboard views to PDF or Excel
- Securing dashboard access by role
Module 9: Workflow and Approval Automation - Designing approval processes within Anaplan
- Setting up workflow stages and assignees
- Configuring email and in-platform notifications
- Using task modules to track progress
- Enforcing data lock-down upon submission
- Building escalation rules for overdue items
- Integrating with external sign-off systems
- Logging audit trails for compliance
- Testing workflow paths with dummy data
- User training and change management for workflow adoption
Module 10: Scenario Planning and What-If Analysis - Creating version control for planning cycles
- Differentiating between actuals, budget, and forecast
- Setting up sandbox environments for testing
- Building scenario modules with toggle controls
- Comparing outcomes across assumptions
- Using sensitivity analysis to test drivers
- Creating executive summary reports for scenario comparison
- Automating variance calculations between versions
- Archiving old scenarios for audit purposes
- Communicating scenario implications to stakeholders
Module 11: Performance Optimisation and Scaling - Identifying performance bottlenecks in models
- Using the Model Health Dashboard effectively
- Reducing cell count through sparse modelling
- Optimising formula complexity and recalculation
- Splitting large modules into functional components
- Caching frequently used calculations
- Using summary modules to reduce processing load
- Monitoring user concurrency and response times
- Applying best practices for model longevity
- Planning for future scalability and data growth
Module 12: Role-Based Access and Security Configuration - Understanding Anaplan’s role and permission model
- Creating custom roles for finance, ops, and IT
- Setting up data access restrictions by dimension
- Managing write, read, and no-access levels
- Applying time-based access controls
- Configuring module-level security settings
- Using dynamic cell access with formulas
- Auditing user activity and access changes
- Complying with SOX, GDPR, and internal policies
- Documenting security configurations for audit
Module 13: Integration with ERP and CRM Systems - Connecting Anaplan to SAP, Oracle, and Microsoft Dynamics
- Using Anaplan Connect for secure data syncs
- Mapping GL accounts, cost centres, and SKUs
- Synchronising customer and product hierarchies
- Building reconciliation modules for data alignment
- Handling master data mismatches
- Setting up bi-directional data flows
- Monitoring integration health and latency
- Creating integration runbooks for IT teams
- Testing end-to-end data integrity
Module 14: Building Financial Planning Models - Designing a unified financial planning model
- Mapping income statement, balance sheet, and cash flow
- Connecting operational drivers to financial outcomes
- Automating intercompany eliminations
- Building currency translation logic
- Creating rolling forecasts with dynamic time spans
- Modelling depreciation and capital expenditure
- Integrating tax provisions and statutory adjustments
- Linking budget to actuals for variance reporting
- Generating board-ready financial packages
Module 15: Sales and Revenue Planning in Anaplan - Modelling sales pipelines and conversion rates
- Designing territory and quota allocation
- Tracking sales performance by rep, region, or product
- Forecasting revenue by SKU and channel
- Modelling pricing changes and discount impacts
- Integrating CRM data from Salesforce or HubSpot
- Creating commission calculations and payout logic
- Building ramp-up curves for new hires
- Scenario testing: growth vs. contraction assumptions
- Generating sales leadership dashboards
Module 16: Workforce and HR Planning Models - Building headcount planning models by department
- Modelling hiring, attrition, and promotions
- Calculating salary increases and bonuses
- Integrating job level, location, and grade data
- Forecasting benefits and payroll taxes
- Linking workforce costs to P&L impact
- Creating succession planning views
- Visualising workforce diversity metrics
- Aligning HR plans with business capacity
- Generating compliance reports for audit
Module 17: Supply Chain and Inventory Modelling - Designing demand forecasting modules
- Modelling lead times and procurement cycles
- Creating safety stock and reorder point logic
- Tracking inventory turnover and obsolescence
- Linking production schedules to raw material needs
- Forecasting logistics and warehousing costs
- Simulating supply chain disruptions
- Integrating supplier performance data
- Aligning inventory with financial planning
- Building real-time visibility dashboards
Module 18: Capital Project and Asset Planning - Tracking project timelines and milestones
- Forecasting CAPEX spend by quarter
- Modelling project ROI and payback periods
- Assigning budgets to work packages
- Tracking actuals vs. committed spend
- Calculating asset depreciation schedules
- Linking projects to funding sources
- Forecasting maintenance and upgrade cycles
- Integrating project data with portfolio reviews
- Generating executive project portfolio summaries
Module 19: Advanced Modelling Techniques - Using SELECT for time-based logic
- Implementing POST for forward projections
- Building allocation models with DOUBLERECIPE
- Creating driver-based distributions across dimensions
- Using cumulative totals and back-solving logic
- Modelling inventory carryover and COGS
- Building grade-freeze and employee snapshot logic
- Designing allocation waterfalls
- Creating dynamic pricing models
- Implementing non-linear growth curves
Module 20: Model Documentation and Knowledge Transfer - Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
Module 1: Foundations of Enterprise Planning with Anaplan - Understanding the limitations of spreadsheet-based planning
- The evolution of connected planning in modern enterprises
- Core components of the Anaplan platform architecture
- Differences between Anaplan and traditional BI or ERP tools
- Defining planning maturity levels in your organisation
- Identifying high-value planning processes for Anaplan migration
- Mapping stakeholders and decision-makers in planning workflows
- Establishing success criteria for Anaplan adoption
- Creating a business case for connected planning
- Assessing data readiness and integration dependencies
Module 2: Navigating the Anaplan Interface with Precision - Logging in and accessing workspaces and models
- Understanding the role of Workspaces, Models, and Modules
- Customising dashboard views for executive reporting
- Using the Model Settings panel effectively
- Managing user roles and permission levels
- Configuring default time ranges and time scales
- Understanding system modules and built-in functions
- Navigating between grid, chart, and form views
- Using the Anaplan mobile app for review and approval
- Locating support resources within the platform
Module 3: Building Your First Model - A Real-World Blueprint - Creating a new Anaplan model from scratch
- Selecting the right template or starting blank
- Defining the purpose: budgeting, forecasting, or scenario modeling
- Choosing the appropriate time dimension (monthly, quarterly, annual)
- Setting up initial data inputs and drivers
- Configuring summary and detail levels
- Using naming conventions for clarity and auditability
- Adding notes and documentation within the model
- Testing basic calculations and logic flows
- Sharing the model with a peer reviewer
Module 4: Mastering Lists and Hierarchies - Creating flat and hierarchical lists
- Importing lists from external sources
- Managing parent-child relationships
- Using numbered lists for transactional line items
- Applying list formatting and display options
- Configuring list properties and metadata
- Building composite lists for complex dimensions
- Using saved views for list filtering
- Applying access control to specific list items
- Creating dynamic hierarchies with formula-driven logic
Module 5: Designing Robust Modules - Understanding the difference between modules and lists
- Designing sparse vs. dense data structures
- Optimising module size for performance
- Setting up time-lagged modules for forecasting
- Creating input, calculation, and output modules
- Linking modules through common dimensions
- Using Boolean modules for conditional logic
- Applying module formatting for readability
- Setting up audit and version control flags
- Documenting module purpose and ownership
Module 6: Advanced Formula and Syntax Mastery - Understanding Anaplan formula syntax rules
- Using basic operators (+, -, *, /, =)
- Applying IF THEN ELSE logic with precision
- Using Boolean logic and comparison operators
- Implementing LOOKUPs across dimensions
- Mastering OFFSET and MOVINGSUM functions
- Using RANK and SORT functions for prioritisation
- Applying TEXT, DATE, and NUMBER format conversions
- Combining multiple functions in a single formula
- Debugging common formula errors and circular references
Module 7: Data Integration and Import Strategies - Connecting Anaplan to external data sources
- Setting up automated data imports via Anaplan CloudWorks
- Preparing CSV files for clean ingestion
- Using data hub models for centralised integration
- Mapping source fields to Anaplan targets
- Scheduling recurring imports with failure alerts
- Validating data post-import with reconciliation modules
- Handling data quality exceptions and mismatches
- Using transformation rules during import
- Building audit logs for data governance compliance
Module 8: Actionable Dashboards and Executive Reporting - Designing dashboard layouts for decision impact
- Adding grids, charts, and KPIs to dashboards
- Using conditional formatting to highlight variances
- Setting up drill-down paths for detailed analysis
- Creating multi-tab dashboards for different audiences
- Embedding commentary fields for narrative context
- Configuring alert thresholds and colour coding
- Filtering data by time, region, or business unit
- Exporting dashboard views to PDF or Excel
- Securing dashboard access by role
Module 9: Workflow and Approval Automation - Designing approval processes within Anaplan
- Setting up workflow stages and assignees
- Configuring email and in-platform notifications
- Using task modules to track progress
- Enforcing data lock-down upon submission
- Building escalation rules for overdue items
- Integrating with external sign-off systems
- Logging audit trails for compliance
- Testing workflow paths with dummy data
- User training and change management for workflow adoption
Module 10: Scenario Planning and What-If Analysis - Creating version control for planning cycles
- Differentiating between actuals, budget, and forecast
- Setting up sandbox environments for testing
- Building scenario modules with toggle controls
- Comparing outcomes across assumptions
- Using sensitivity analysis to test drivers
- Creating executive summary reports for scenario comparison
- Automating variance calculations between versions
- Archiving old scenarios for audit purposes
- Communicating scenario implications to stakeholders
Module 11: Performance Optimisation and Scaling - Identifying performance bottlenecks in models
- Using the Model Health Dashboard effectively
- Reducing cell count through sparse modelling
- Optimising formula complexity and recalculation
- Splitting large modules into functional components
- Caching frequently used calculations
- Using summary modules to reduce processing load
- Monitoring user concurrency and response times
- Applying best practices for model longevity
- Planning for future scalability and data growth
Module 12: Role-Based Access and Security Configuration - Understanding Anaplan’s role and permission model
- Creating custom roles for finance, ops, and IT
- Setting up data access restrictions by dimension
- Managing write, read, and no-access levels
- Applying time-based access controls
- Configuring module-level security settings
- Using dynamic cell access with formulas
- Auditing user activity and access changes
- Complying with SOX, GDPR, and internal policies
- Documenting security configurations for audit
Module 13: Integration with ERP and CRM Systems - Connecting Anaplan to SAP, Oracle, and Microsoft Dynamics
- Using Anaplan Connect for secure data syncs
- Mapping GL accounts, cost centres, and SKUs
- Synchronising customer and product hierarchies
- Building reconciliation modules for data alignment
- Handling master data mismatches
- Setting up bi-directional data flows
- Monitoring integration health and latency
- Creating integration runbooks for IT teams
- Testing end-to-end data integrity
Module 14: Building Financial Planning Models - Designing a unified financial planning model
- Mapping income statement, balance sheet, and cash flow
- Connecting operational drivers to financial outcomes
- Automating intercompany eliminations
- Building currency translation logic
- Creating rolling forecasts with dynamic time spans
- Modelling depreciation and capital expenditure
- Integrating tax provisions and statutory adjustments
- Linking budget to actuals for variance reporting
- Generating board-ready financial packages
Module 15: Sales and Revenue Planning in Anaplan - Modelling sales pipelines and conversion rates
- Designing territory and quota allocation
- Tracking sales performance by rep, region, or product
- Forecasting revenue by SKU and channel
- Modelling pricing changes and discount impacts
- Integrating CRM data from Salesforce or HubSpot
- Creating commission calculations and payout logic
- Building ramp-up curves for new hires
- Scenario testing: growth vs. contraction assumptions
- Generating sales leadership dashboards
Module 16: Workforce and HR Planning Models - Building headcount planning models by department
- Modelling hiring, attrition, and promotions
- Calculating salary increases and bonuses
- Integrating job level, location, and grade data
- Forecasting benefits and payroll taxes
- Linking workforce costs to P&L impact
- Creating succession planning views
- Visualising workforce diversity metrics
- Aligning HR plans with business capacity
- Generating compliance reports for audit
Module 17: Supply Chain and Inventory Modelling - Designing demand forecasting modules
- Modelling lead times and procurement cycles
- Creating safety stock and reorder point logic
- Tracking inventory turnover and obsolescence
- Linking production schedules to raw material needs
- Forecasting logistics and warehousing costs
- Simulating supply chain disruptions
- Integrating supplier performance data
- Aligning inventory with financial planning
- Building real-time visibility dashboards
Module 18: Capital Project and Asset Planning - Tracking project timelines and milestones
- Forecasting CAPEX spend by quarter
- Modelling project ROI and payback periods
- Assigning budgets to work packages
- Tracking actuals vs. committed spend
- Calculating asset depreciation schedules
- Linking projects to funding sources
- Forecasting maintenance and upgrade cycles
- Integrating project data with portfolio reviews
- Generating executive project portfolio summaries
Module 19: Advanced Modelling Techniques - Using SELECT for time-based logic
- Implementing POST for forward projections
- Building allocation models with DOUBLERECIPE
- Creating driver-based distributions across dimensions
- Using cumulative totals and back-solving logic
- Modelling inventory carryover and COGS
- Building grade-freeze and employee snapshot logic
- Designing allocation waterfalls
- Creating dynamic pricing models
- Implementing non-linear growth curves
Module 20: Model Documentation and Knowledge Transfer - Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Logging in and accessing workspaces and models
- Understanding the role of Workspaces, Models, and Modules
- Customising dashboard views for executive reporting
- Using the Model Settings panel effectively
- Managing user roles and permission levels
- Configuring default time ranges and time scales
- Understanding system modules and built-in functions
- Navigating between grid, chart, and form views
- Using the Anaplan mobile app for review and approval
- Locating support resources within the platform
Module 3: Building Your First Model - A Real-World Blueprint - Creating a new Anaplan model from scratch
- Selecting the right template or starting blank
- Defining the purpose: budgeting, forecasting, or scenario modeling
- Choosing the appropriate time dimension (monthly, quarterly, annual)
- Setting up initial data inputs and drivers
- Configuring summary and detail levels
- Using naming conventions for clarity and auditability
- Adding notes and documentation within the model
- Testing basic calculations and logic flows
- Sharing the model with a peer reviewer
Module 4: Mastering Lists and Hierarchies - Creating flat and hierarchical lists
- Importing lists from external sources
- Managing parent-child relationships
- Using numbered lists for transactional line items
- Applying list formatting and display options
- Configuring list properties and metadata
- Building composite lists for complex dimensions
- Using saved views for list filtering
- Applying access control to specific list items
- Creating dynamic hierarchies with formula-driven logic
Module 5: Designing Robust Modules - Understanding the difference between modules and lists
- Designing sparse vs. dense data structures
- Optimising module size for performance
- Setting up time-lagged modules for forecasting
- Creating input, calculation, and output modules
- Linking modules through common dimensions
- Using Boolean modules for conditional logic
- Applying module formatting for readability
- Setting up audit and version control flags
- Documenting module purpose and ownership
Module 6: Advanced Formula and Syntax Mastery - Understanding Anaplan formula syntax rules
- Using basic operators (+, -, *, /, =)
- Applying IF THEN ELSE logic with precision
- Using Boolean logic and comparison operators
- Implementing LOOKUPs across dimensions
- Mastering OFFSET and MOVINGSUM functions
- Using RANK and SORT functions for prioritisation
- Applying TEXT, DATE, and NUMBER format conversions
- Combining multiple functions in a single formula
- Debugging common formula errors and circular references
Module 7: Data Integration and Import Strategies - Connecting Anaplan to external data sources
- Setting up automated data imports via Anaplan CloudWorks
- Preparing CSV files for clean ingestion
- Using data hub models for centralised integration
- Mapping source fields to Anaplan targets
- Scheduling recurring imports with failure alerts
- Validating data post-import with reconciliation modules
- Handling data quality exceptions and mismatches
- Using transformation rules during import
- Building audit logs for data governance compliance
Module 8: Actionable Dashboards and Executive Reporting - Designing dashboard layouts for decision impact
- Adding grids, charts, and KPIs to dashboards
- Using conditional formatting to highlight variances
- Setting up drill-down paths for detailed analysis
- Creating multi-tab dashboards for different audiences
- Embedding commentary fields for narrative context
- Configuring alert thresholds and colour coding
- Filtering data by time, region, or business unit
- Exporting dashboard views to PDF or Excel
- Securing dashboard access by role
Module 9: Workflow and Approval Automation - Designing approval processes within Anaplan
- Setting up workflow stages and assignees
- Configuring email and in-platform notifications
- Using task modules to track progress
- Enforcing data lock-down upon submission
- Building escalation rules for overdue items
- Integrating with external sign-off systems
- Logging audit trails for compliance
- Testing workflow paths with dummy data
- User training and change management for workflow adoption
Module 10: Scenario Planning and What-If Analysis - Creating version control for planning cycles
- Differentiating between actuals, budget, and forecast
- Setting up sandbox environments for testing
- Building scenario modules with toggle controls
- Comparing outcomes across assumptions
- Using sensitivity analysis to test drivers
- Creating executive summary reports for scenario comparison
- Automating variance calculations between versions
- Archiving old scenarios for audit purposes
- Communicating scenario implications to stakeholders
Module 11: Performance Optimisation and Scaling - Identifying performance bottlenecks in models
- Using the Model Health Dashboard effectively
- Reducing cell count through sparse modelling
- Optimising formula complexity and recalculation
- Splitting large modules into functional components
- Caching frequently used calculations
- Using summary modules to reduce processing load
- Monitoring user concurrency and response times
- Applying best practices for model longevity
- Planning for future scalability and data growth
Module 12: Role-Based Access and Security Configuration - Understanding Anaplan’s role and permission model
- Creating custom roles for finance, ops, and IT
- Setting up data access restrictions by dimension
- Managing write, read, and no-access levels
- Applying time-based access controls
- Configuring module-level security settings
- Using dynamic cell access with formulas
- Auditing user activity and access changes
- Complying with SOX, GDPR, and internal policies
- Documenting security configurations for audit
Module 13: Integration with ERP and CRM Systems - Connecting Anaplan to SAP, Oracle, and Microsoft Dynamics
- Using Anaplan Connect for secure data syncs
- Mapping GL accounts, cost centres, and SKUs
- Synchronising customer and product hierarchies
- Building reconciliation modules for data alignment
- Handling master data mismatches
- Setting up bi-directional data flows
- Monitoring integration health and latency
- Creating integration runbooks for IT teams
- Testing end-to-end data integrity
Module 14: Building Financial Planning Models - Designing a unified financial planning model
- Mapping income statement, balance sheet, and cash flow
- Connecting operational drivers to financial outcomes
- Automating intercompany eliminations
- Building currency translation logic
- Creating rolling forecasts with dynamic time spans
- Modelling depreciation and capital expenditure
- Integrating tax provisions and statutory adjustments
- Linking budget to actuals for variance reporting
- Generating board-ready financial packages
Module 15: Sales and Revenue Planning in Anaplan - Modelling sales pipelines and conversion rates
- Designing territory and quota allocation
- Tracking sales performance by rep, region, or product
- Forecasting revenue by SKU and channel
- Modelling pricing changes and discount impacts
- Integrating CRM data from Salesforce or HubSpot
- Creating commission calculations and payout logic
- Building ramp-up curves for new hires
- Scenario testing: growth vs. contraction assumptions
- Generating sales leadership dashboards
Module 16: Workforce and HR Planning Models - Building headcount planning models by department
- Modelling hiring, attrition, and promotions
- Calculating salary increases and bonuses
- Integrating job level, location, and grade data
- Forecasting benefits and payroll taxes
- Linking workforce costs to P&L impact
- Creating succession planning views
- Visualising workforce diversity metrics
- Aligning HR plans with business capacity
- Generating compliance reports for audit
Module 17: Supply Chain and Inventory Modelling - Designing demand forecasting modules
- Modelling lead times and procurement cycles
- Creating safety stock and reorder point logic
- Tracking inventory turnover and obsolescence
- Linking production schedules to raw material needs
- Forecasting logistics and warehousing costs
- Simulating supply chain disruptions
- Integrating supplier performance data
- Aligning inventory with financial planning
- Building real-time visibility dashboards
Module 18: Capital Project and Asset Planning - Tracking project timelines and milestones
- Forecasting CAPEX spend by quarter
- Modelling project ROI and payback periods
- Assigning budgets to work packages
- Tracking actuals vs. committed spend
- Calculating asset depreciation schedules
- Linking projects to funding sources
- Forecasting maintenance and upgrade cycles
- Integrating project data with portfolio reviews
- Generating executive project portfolio summaries
Module 19: Advanced Modelling Techniques - Using SELECT for time-based logic
- Implementing POST for forward projections
- Building allocation models with DOUBLERECIPE
- Creating driver-based distributions across dimensions
- Using cumulative totals and back-solving logic
- Modelling inventory carryover and COGS
- Building grade-freeze and employee snapshot logic
- Designing allocation waterfalls
- Creating dynamic pricing models
- Implementing non-linear growth curves
Module 20: Model Documentation and Knowledge Transfer - Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Creating flat and hierarchical lists
- Importing lists from external sources
- Managing parent-child relationships
- Using numbered lists for transactional line items
- Applying list formatting and display options
- Configuring list properties and metadata
- Building composite lists for complex dimensions
- Using saved views for list filtering
- Applying access control to specific list items
- Creating dynamic hierarchies with formula-driven logic
Module 5: Designing Robust Modules - Understanding the difference between modules and lists
- Designing sparse vs. dense data structures
- Optimising module size for performance
- Setting up time-lagged modules for forecasting
- Creating input, calculation, and output modules
- Linking modules through common dimensions
- Using Boolean modules for conditional logic
- Applying module formatting for readability
- Setting up audit and version control flags
- Documenting module purpose and ownership
Module 6: Advanced Formula and Syntax Mastery - Understanding Anaplan formula syntax rules
- Using basic operators (+, -, *, /, =)
- Applying IF THEN ELSE logic with precision
- Using Boolean logic and comparison operators
- Implementing LOOKUPs across dimensions
- Mastering OFFSET and MOVINGSUM functions
- Using RANK and SORT functions for prioritisation
- Applying TEXT, DATE, and NUMBER format conversions
- Combining multiple functions in a single formula
- Debugging common formula errors and circular references
Module 7: Data Integration and Import Strategies - Connecting Anaplan to external data sources
- Setting up automated data imports via Anaplan CloudWorks
- Preparing CSV files for clean ingestion
- Using data hub models for centralised integration
- Mapping source fields to Anaplan targets
- Scheduling recurring imports with failure alerts
- Validating data post-import with reconciliation modules
- Handling data quality exceptions and mismatches
- Using transformation rules during import
- Building audit logs for data governance compliance
Module 8: Actionable Dashboards and Executive Reporting - Designing dashboard layouts for decision impact
- Adding grids, charts, and KPIs to dashboards
- Using conditional formatting to highlight variances
- Setting up drill-down paths for detailed analysis
- Creating multi-tab dashboards for different audiences
- Embedding commentary fields for narrative context
- Configuring alert thresholds and colour coding
- Filtering data by time, region, or business unit
- Exporting dashboard views to PDF or Excel
- Securing dashboard access by role
Module 9: Workflow and Approval Automation - Designing approval processes within Anaplan
- Setting up workflow stages and assignees
- Configuring email and in-platform notifications
- Using task modules to track progress
- Enforcing data lock-down upon submission
- Building escalation rules for overdue items
- Integrating with external sign-off systems
- Logging audit trails for compliance
- Testing workflow paths with dummy data
- User training and change management for workflow adoption
Module 10: Scenario Planning and What-If Analysis - Creating version control for planning cycles
- Differentiating between actuals, budget, and forecast
- Setting up sandbox environments for testing
- Building scenario modules with toggle controls
- Comparing outcomes across assumptions
- Using sensitivity analysis to test drivers
- Creating executive summary reports for scenario comparison
- Automating variance calculations between versions
- Archiving old scenarios for audit purposes
- Communicating scenario implications to stakeholders
Module 11: Performance Optimisation and Scaling - Identifying performance bottlenecks in models
- Using the Model Health Dashboard effectively
- Reducing cell count through sparse modelling
- Optimising formula complexity and recalculation
- Splitting large modules into functional components
- Caching frequently used calculations
- Using summary modules to reduce processing load
- Monitoring user concurrency and response times
- Applying best practices for model longevity
- Planning for future scalability and data growth
Module 12: Role-Based Access and Security Configuration - Understanding Anaplan’s role and permission model
- Creating custom roles for finance, ops, and IT
- Setting up data access restrictions by dimension
- Managing write, read, and no-access levels
- Applying time-based access controls
- Configuring module-level security settings
- Using dynamic cell access with formulas
- Auditing user activity and access changes
- Complying with SOX, GDPR, and internal policies
- Documenting security configurations for audit
Module 13: Integration with ERP and CRM Systems - Connecting Anaplan to SAP, Oracle, and Microsoft Dynamics
- Using Anaplan Connect for secure data syncs
- Mapping GL accounts, cost centres, and SKUs
- Synchronising customer and product hierarchies
- Building reconciliation modules for data alignment
- Handling master data mismatches
- Setting up bi-directional data flows
- Monitoring integration health and latency
- Creating integration runbooks for IT teams
- Testing end-to-end data integrity
Module 14: Building Financial Planning Models - Designing a unified financial planning model
- Mapping income statement, balance sheet, and cash flow
- Connecting operational drivers to financial outcomes
- Automating intercompany eliminations
- Building currency translation logic
- Creating rolling forecasts with dynamic time spans
- Modelling depreciation and capital expenditure
- Integrating tax provisions and statutory adjustments
- Linking budget to actuals for variance reporting
- Generating board-ready financial packages
Module 15: Sales and Revenue Planning in Anaplan - Modelling sales pipelines and conversion rates
- Designing territory and quota allocation
- Tracking sales performance by rep, region, or product
- Forecasting revenue by SKU and channel
- Modelling pricing changes and discount impacts
- Integrating CRM data from Salesforce or HubSpot
- Creating commission calculations and payout logic
- Building ramp-up curves for new hires
- Scenario testing: growth vs. contraction assumptions
- Generating sales leadership dashboards
Module 16: Workforce and HR Planning Models - Building headcount planning models by department
- Modelling hiring, attrition, and promotions
- Calculating salary increases and bonuses
- Integrating job level, location, and grade data
- Forecasting benefits and payroll taxes
- Linking workforce costs to P&L impact
- Creating succession planning views
- Visualising workforce diversity metrics
- Aligning HR plans with business capacity
- Generating compliance reports for audit
Module 17: Supply Chain and Inventory Modelling - Designing demand forecasting modules
- Modelling lead times and procurement cycles
- Creating safety stock and reorder point logic
- Tracking inventory turnover and obsolescence
- Linking production schedules to raw material needs
- Forecasting logistics and warehousing costs
- Simulating supply chain disruptions
- Integrating supplier performance data
- Aligning inventory with financial planning
- Building real-time visibility dashboards
Module 18: Capital Project and Asset Planning - Tracking project timelines and milestones
- Forecasting CAPEX spend by quarter
- Modelling project ROI and payback periods
- Assigning budgets to work packages
- Tracking actuals vs. committed spend
- Calculating asset depreciation schedules
- Linking projects to funding sources
- Forecasting maintenance and upgrade cycles
- Integrating project data with portfolio reviews
- Generating executive project portfolio summaries
Module 19: Advanced Modelling Techniques - Using SELECT for time-based logic
- Implementing POST for forward projections
- Building allocation models with DOUBLERECIPE
- Creating driver-based distributions across dimensions
- Using cumulative totals and back-solving logic
- Modelling inventory carryover and COGS
- Building grade-freeze and employee snapshot logic
- Designing allocation waterfalls
- Creating dynamic pricing models
- Implementing non-linear growth curves
Module 20: Model Documentation and Knowledge Transfer - Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Understanding Anaplan formula syntax rules
- Using basic operators (+, -, *, /, =)
- Applying IF THEN ELSE logic with precision
- Using Boolean logic and comparison operators
- Implementing LOOKUPs across dimensions
- Mastering OFFSET and MOVINGSUM functions
- Using RANK and SORT functions for prioritisation
- Applying TEXT, DATE, and NUMBER format conversions
- Combining multiple functions in a single formula
- Debugging common formula errors and circular references
Module 7: Data Integration and Import Strategies - Connecting Anaplan to external data sources
- Setting up automated data imports via Anaplan CloudWorks
- Preparing CSV files for clean ingestion
- Using data hub models for centralised integration
- Mapping source fields to Anaplan targets
- Scheduling recurring imports with failure alerts
- Validating data post-import with reconciliation modules
- Handling data quality exceptions and mismatches
- Using transformation rules during import
- Building audit logs for data governance compliance
Module 8: Actionable Dashboards and Executive Reporting - Designing dashboard layouts for decision impact
- Adding grids, charts, and KPIs to dashboards
- Using conditional formatting to highlight variances
- Setting up drill-down paths for detailed analysis
- Creating multi-tab dashboards for different audiences
- Embedding commentary fields for narrative context
- Configuring alert thresholds and colour coding
- Filtering data by time, region, or business unit
- Exporting dashboard views to PDF or Excel
- Securing dashboard access by role
Module 9: Workflow and Approval Automation - Designing approval processes within Anaplan
- Setting up workflow stages and assignees
- Configuring email and in-platform notifications
- Using task modules to track progress
- Enforcing data lock-down upon submission
- Building escalation rules for overdue items
- Integrating with external sign-off systems
- Logging audit trails for compliance
- Testing workflow paths with dummy data
- User training and change management for workflow adoption
Module 10: Scenario Planning and What-If Analysis - Creating version control for planning cycles
- Differentiating between actuals, budget, and forecast
- Setting up sandbox environments for testing
- Building scenario modules with toggle controls
- Comparing outcomes across assumptions
- Using sensitivity analysis to test drivers
- Creating executive summary reports for scenario comparison
- Automating variance calculations between versions
- Archiving old scenarios for audit purposes
- Communicating scenario implications to stakeholders
Module 11: Performance Optimisation and Scaling - Identifying performance bottlenecks in models
- Using the Model Health Dashboard effectively
- Reducing cell count through sparse modelling
- Optimising formula complexity and recalculation
- Splitting large modules into functional components
- Caching frequently used calculations
- Using summary modules to reduce processing load
- Monitoring user concurrency and response times
- Applying best practices for model longevity
- Planning for future scalability and data growth
Module 12: Role-Based Access and Security Configuration - Understanding Anaplan’s role and permission model
- Creating custom roles for finance, ops, and IT
- Setting up data access restrictions by dimension
- Managing write, read, and no-access levels
- Applying time-based access controls
- Configuring module-level security settings
- Using dynamic cell access with formulas
- Auditing user activity and access changes
- Complying with SOX, GDPR, and internal policies
- Documenting security configurations for audit
Module 13: Integration with ERP and CRM Systems - Connecting Anaplan to SAP, Oracle, and Microsoft Dynamics
- Using Anaplan Connect for secure data syncs
- Mapping GL accounts, cost centres, and SKUs
- Synchronising customer and product hierarchies
- Building reconciliation modules for data alignment
- Handling master data mismatches
- Setting up bi-directional data flows
- Monitoring integration health and latency
- Creating integration runbooks for IT teams
- Testing end-to-end data integrity
Module 14: Building Financial Planning Models - Designing a unified financial planning model
- Mapping income statement, balance sheet, and cash flow
- Connecting operational drivers to financial outcomes
- Automating intercompany eliminations
- Building currency translation logic
- Creating rolling forecasts with dynamic time spans
- Modelling depreciation and capital expenditure
- Integrating tax provisions and statutory adjustments
- Linking budget to actuals for variance reporting
- Generating board-ready financial packages
Module 15: Sales and Revenue Planning in Anaplan - Modelling sales pipelines and conversion rates
- Designing territory and quota allocation
- Tracking sales performance by rep, region, or product
- Forecasting revenue by SKU and channel
- Modelling pricing changes and discount impacts
- Integrating CRM data from Salesforce or HubSpot
- Creating commission calculations and payout logic
- Building ramp-up curves for new hires
- Scenario testing: growth vs. contraction assumptions
- Generating sales leadership dashboards
Module 16: Workforce and HR Planning Models - Building headcount planning models by department
- Modelling hiring, attrition, and promotions
- Calculating salary increases and bonuses
- Integrating job level, location, and grade data
- Forecasting benefits and payroll taxes
- Linking workforce costs to P&L impact
- Creating succession planning views
- Visualising workforce diversity metrics
- Aligning HR plans with business capacity
- Generating compliance reports for audit
Module 17: Supply Chain and Inventory Modelling - Designing demand forecasting modules
- Modelling lead times and procurement cycles
- Creating safety stock and reorder point logic
- Tracking inventory turnover and obsolescence
- Linking production schedules to raw material needs
- Forecasting logistics and warehousing costs
- Simulating supply chain disruptions
- Integrating supplier performance data
- Aligning inventory with financial planning
- Building real-time visibility dashboards
Module 18: Capital Project and Asset Planning - Tracking project timelines and milestones
- Forecasting CAPEX spend by quarter
- Modelling project ROI and payback periods
- Assigning budgets to work packages
- Tracking actuals vs. committed spend
- Calculating asset depreciation schedules
- Linking projects to funding sources
- Forecasting maintenance and upgrade cycles
- Integrating project data with portfolio reviews
- Generating executive project portfolio summaries
Module 19: Advanced Modelling Techniques - Using SELECT for time-based logic
- Implementing POST for forward projections
- Building allocation models with DOUBLERECIPE
- Creating driver-based distributions across dimensions
- Using cumulative totals and back-solving logic
- Modelling inventory carryover and COGS
- Building grade-freeze and employee snapshot logic
- Designing allocation waterfalls
- Creating dynamic pricing models
- Implementing non-linear growth curves
Module 20: Model Documentation and Knowledge Transfer - Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Designing dashboard layouts for decision impact
- Adding grids, charts, and KPIs to dashboards
- Using conditional formatting to highlight variances
- Setting up drill-down paths for detailed analysis
- Creating multi-tab dashboards for different audiences
- Embedding commentary fields for narrative context
- Configuring alert thresholds and colour coding
- Filtering data by time, region, or business unit
- Exporting dashboard views to PDF or Excel
- Securing dashboard access by role
Module 9: Workflow and Approval Automation - Designing approval processes within Anaplan
- Setting up workflow stages and assignees
- Configuring email and in-platform notifications
- Using task modules to track progress
- Enforcing data lock-down upon submission
- Building escalation rules for overdue items
- Integrating with external sign-off systems
- Logging audit trails for compliance
- Testing workflow paths with dummy data
- User training and change management for workflow adoption
Module 10: Scenario Planning and What-If Analysis - Creating version control for planning cycles
- Differentiating between actuals, budget, and forecast
- Setting up sandbox environments for testing
- Building scenario modules with toggle controls
- Comparing outcomes across assumptions
- Using sensitivity analysis to test drivers
- Creating executive summary reports for scenario comparison
- Automating variance calculations between versions
- Archiving old scenarios for audit purposes
- Communicating scenario implications to stakeholders
Module 11: Performance Optimisation and Scaling - Identifying performance bottlenecks in models
- Using the Model Health Dashboard effectively
- Reducing cell count through sparse modelling
- Optimising formula complexity and recalculation
- Splitting large modules into functional components
- Caching frequently used calculations
- Using summary modules to reduce processing load
- Monitoring user concurrency and response times
- Applying best practices for model longevity
- Planning for future scalability and data growth
Module 12: Role-Based Access and Security Configuration - Understanding Anaplan’s role and permission model
- Creating custom roles for finance, ops, and IT
- Setting up data access restrictions by dimension
- Managing write, read, and no-access levels
- Applying time-based access controls
- Configuring module-level security settings
- Using dynamic cell access with formulas
- Auditing user activity and access changes
- Complying with SOX, GDPR, and internal policies
- Documenting security configurations for audit
Module 13: Integration with ERP and CRM Systems - Connecting Anaplan to SAP, Oracle, and Microsoft Dynamics
- Using Anaplan Connect for secure data syncs
- Mapping GL accounts, cost centres, and SKUs
- Synchronising customer and product hierarchies
- Building reconciliation modules for data alignment
- Handling master data mismatches
- Setting up bi-directional data flows
- Monitoring integration health and latency
- Creating integration runbooks for IT teams
- Testing end-to-end data integrity
Module 14: Building Financial Planning Models - Designing a unified financial planning model
- Mapping income statement, balance sheet, and cash flow
- Connecting operational drivers to financial outcomes
- Automating intercompany eliminations
- Building currency translation logic
- Creating rolling forecasts with dynamic time spans
- Modelling depreciation and capital expenditure
- Integrating tax provisions and statutory adjustments
- Linking budget to actuals for variance reporting
- Generating board-ready financial packages
Module 15: Sales and Revenue Planning in Anaplan - Modelling sales pipelines and conversion rates
- Designing territory and quota allocation
- Tracking sales performance by rep, region, or product
- Forecasting revenue by SKU and channel
- Modelling pricing changes and discount impacts
- Integrating CRM data from Salesforce or HubSpot
- Creating commission calculations and payout logic
- Building ramp-up curves for new hires
- Scenario testing: growth vs. contraction assumptions
- Generating sales leadership dashboards
Module 16: Workforce and HR Planning Models - Building headcount planning models by department
- Modelling hiring, attrition, and promotions
- Calculating salary increases and bonuses
- Integrating job level, location, and grade data
- Forecasting benefits and payroll taxes
- Linking workforce costs to P&L impact
- Creating succession planning views
- Visualising workforce diversity metrics
- Aligning HR plans with business capacity
- Generating compliance reports for audit
Module 17: Supply Chain and Inventory Modelling - Designing demand forecasting modules
- Modelling lead times and procurement cycles
- Creating safety stock and reorder point logic
- Tracking inventory turnover and obsolescence
- Linking production schedules to raw material needs
- Forecasting logistics and warehousing costs
- Simulating supply chain disruptions
- Integrating supplier performance data
- Aligning inventory with financial planning
- Building real-time visibility dashboards
Module 18: Capital Project and Asset Planning - Tracking project timelines and milestones
- Forecasting CAPEX spend by quarter
- Modelling project ROI and payback periods
- Assigning budgets to work packages
- Tracking actuals vs. committed spend
- Calculating asset depreciation schedules
- Linking projects to funding sources
- Forecasting maintenance and upgrade cycles
- Integrating project data with portfolio reviews
- Generating executive project portfolio summaries
Module 19: Advanced Modelling Techniques - Using SELECT for time-based logic
- Implementing POST for forward projections
- Building allocation models with DOUBLERECIPE
- Creating driver-based distributions across dimensions
- Using cumulative totals and back-solving logic
- Modelling inventory carryover and COGS
- Building grade-freeze and employee snapshot logic
- Designing allocation waterfalls
- Creating dynamic pricing models
- Implementing non-linear growth curves
Module 20: Model Documentation and Knowledge Transfer - Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Creating version control for planning cycles
- Differentiating between actuals, budget, and forecast
- Setting up sandbox environments for testing
- Building scenario modules with toggle controls
- Comparing outcomes across assumptions
- Using sensitivity analysis to test drivers
- Creating executive summary reports for scenario comparison
- Automating variance calculations between versions
- Archiving old scenarios for audit purposes
- Communicating scenario implications to stakeholders
Module 11: Performance Optimisation and Scaling - Identifying performance bottlenecks in models
- Using the Model Health Dashboard effectively
- Reducing cell count through sparse modelling
- Optimising formula complexity and recalculation
- Splitting large modules into functional components
- Caching frequently used calculations
- Using summary modules to reduce processing load
- Monitoring user concurrency and response times
- Applying best practices for model longevity
- Planning for future scalability and data growth
Module 12: Role-Based Access and Security Configuration - Understanding Anaplan’s role and permission model
- Creating custom roles for finance, ops, and IT
- Setting up data access restrictions by dimension
- Managing write, read, and no-access levels
- Applying time-based access controls
- Configuring module-level security settings
- Using dynamic cell access with formulas
- Auditing user activity and access changes
- Complying with SOX, GDPR, and internal policies
- Documenting security configurations for audit
Module 13: Integration with ERP and CRM Systems - Connecting Anaplan to SAP, Oracle, and Microsoft Dynamics
- Using Anaplan Connect for secure data syncs
- Mapping GL accounts, cost centres, and SKUs
- Synchronising customer and product hierarchies
- Building reconciliation modules for data alignment
- Handling master data mismatches
- Setting up bi-directional data flows
- Monitoring integration health and latency
- Creating integration runbooks for IT teams
- Testing end-to-end data integrity
Module 14: Building Financial Planning Models - Designing a unified financial planning model
- Mapping income statement, balance sheet, and cash flow
- Connecting operational drivers to financial outcomes
- Automating intercompany eliminations
- Building currency translation logic
- Creating rolling forecasts with dynamic time spans
- Modelling depreciation and capital expenditure
- Integrating tax provisions and statutory adjustments
- Linking budget to actuals for variance reporting
- Generating board-ready financial packages
Module 15: Sales and Revenue Planning in Anaplan - Modelling sales pipelines and conversion rates
- Designing territory and quota allocation
- Tracking sales performance by rep, region, or product
- Forecasting revenue by SKU and channel
- Modelling pricing changes and discount impacts
- Integrating CRM data from Salesforce or HubSpot
- Creating commission calculations and payout logic
- Building ramp-up curves for new hires
- Scenario testing: growth vs. contraction assumptions
- Generating sales leadership dashboards
Module 16: Workforce and HR Planning Models - Building headcount planning models by department
- Modelling hiring, attrition, and promotions
- Calculating salary increases and bonuses
- Integrating job level, location, and grade data
- Forecasting benefits and payroll taxes
- Linking workforce costs to P&L impact
- Creating succession planning views
- Visualising workforce diversity metrics
- Aligning HR plans with business capacity
- Generating compliance reports for audit
Module 17: Supply Chain and Inventory Modelling - Designing demand forecasting modules
- Modelling lead times and procurement cycles
- Creating safety stock and reorder point logic
- Tracking inventory turnover and obsolescence
- Linking production schedules to raw material needs
- Forecasting logistics and warehousing costs
- Simulating supply chain disruptions
- Integrating supplier performance data
- Aligning inventory with financial planning
- Building real-time visibility dashboards
Module 18: Capital Project and Asset Planning - Tracking project timelines and milestones
- Forecasting CAPEX spend by quarter
- Modelling project ROI and payback periods
- Assigning budgets to work packages
- Tracking actuals vs. committed spend
- Calculating asset depreciation schedules
- Linking projects to funding sources
- Forecasting maintenance and upgrade cycles
- Integrating project data with portfolio reviews
- Generating executive project portfolio summaries
Module 19: Advanced Modelling Techniques - Using SELECT for time-based logic
- Implementing POST for forward projections
- Building allocation models with DOUBLERECIPE
- Creating driver-based distributions across dimensions
- Using cumulative totals and back-solving logic
- Modelling inventory carryover and COGS
- Building grade-freeze and employee snapshot logic
- Designing allocation waterfalls
- Creating dynamic pricing models
- Implementing non-linear growth curves
Module 20: Model Documentation and Knowledge Transfer - Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Understanding Anaplan’s role and permission model
- Creating custom roles for finance, ops, and IT
- Setting up data access restrictions by dimension
- Managing write, read, and no-access levels
- Applying time-based access controls
- Configuring module-level security settings
- Using dynamic cell access with formulas
- Auditing user activity and access changes
- Complying with SOX, GDPR, and internal policies
- Documenting security configurations for audit
Module 13: Integration with ERP and CRM Systems - Connecting Anaplan to SAP, Oracle, and Microsoft Dynamics
- Using Anaplan Connect for secure data syncs
- Mapping GL accounts, cost centres, and SKUs
- Synchronising customer and product hierarchies
- Building reconciliation modules for data alignment
- Handling master data mismatches
- Setting up bi-directional data flows
- Monitoring integration health and latency
- Creating integration runbooks for IT teams
- Testing end-to-end data integrity
Module 14: Building Financial Planning Models - Designing a unified financial planning model
- Mapping income statement, balance sheet, and cash flow
- Connecting operational drivers to financial outcomes
- Automating intercompany eliminations
- Building currency translation logic
- Creating rolling forecasts with dynamic time spans
- Modelling depreciation and capital expenditure
- Integrating tax provisions and statutory adjustments
- Linking budget to actuals for variance reporting
- Generating board-ready financial packages
Module 15: Sales and Revenue Planning in Anaplan - Modelling sales pipelines and conversion rates
- Designing territory and quota allocation
- Tracking sales performance by rep, region, or product
- Forecasting revenue by SKU and channel
- Modelling pricing changes and discount impacts
- Integrating CRM data from Salesforce or HubSpot
- Creating commission calculations and payout logic
- Building ramp-up curves for new hires
- Scenario testing: growth vs. contraction assumptions
- Generating sales leadership dashboards
Module 16: Workforce and HR Planning Models - Building headcount planning models by department
- Modelling hiring, attrition, and promotions
- Calculating salary increases and bonuses
- Integrating job level, location, and grade data
- Forecasting benefits and payroll taxes
- Linking workforce costs to P&L impact
- Creating succession planning views
- Visualising workforce diversity metrics
- Aligning HR plans with business capacity
- Generating compliance reports for audit
Module 17: Supply Chain and Inventory Modelling - Designing demand forecasting modules
- Modelling lead times and procurement cycles
- Creating safety stock and reorder point logic
- Tracking inventory turnover and obsolescence
- Linking production schedules to raw material needs
- Forecasting logistics and warehousing costs
- Simulating supply chain disruptions
- Integrating supplier performance data
- Aligning inventory with financial planning
- Building real-time visibility dashboards
Module 18: Capital Project and Asset Planning - Tracking project timelines and milestones
- Forecasting CAPEX spend by quarter
- Modelling project ROI and payback periods
- Assigning budgets to work packages
- Tracking actuals vs. committed spend
- Calculating asset depreciation schedules
- Linking projects to funding sources
- Forecasting maintenance and upgrade cycles
- Integrating project data with portfolio reviews
- Generating executive project portfolio summaries
Module 19: Advanced Modelling Techniques - Using SELECT for time-based logic
- Implementing POST for forward projections
- Building allocation models with DOUBLERECIPE
- Creating driver-based distributions across dimensions
- Using cumulative totals and back-solving logic
- Modelling inventory carryover and COGS
- Building grade-freeze and employee snapshot logic
- Designing allocation waterfalls
- Creating dynamic pricing models
- Implementing non-linear growth curves
Module 20: Model Documentation and Knowledge Transfer - Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Designing a unified financial planning model
- Mapping income statement, balance sheet, and cash flow
- Connecting operational drivers to financial outcomes
- Automating intercompany eliminations
- Building currency translation logic
- Creating rolling forecasts with dynamic time spans
- Modelling depreciation and capital expenditure
- Integrating tax provisions and statutory adjustments
- Linking budget to actuals for variance reporting
- Generating board-ready financial packages
Module 15: Sales and Revenue Planning in Anaplan - Modelling sales pipelines and conversion rates
- Designing territory and quota allocation
- Tracking sales performance by rep, region, or product
- Forecasting revenue by SKU and channel
- Modelling pricing changes and discount impacts
- Integrating CRM data from Salesforce or HubSpot
- Creating commission calculations and payout logic
- Building ramp-up curves for new hires
- Scenario testing: growth vs. contraction assumptions
- Generating sales leadership dashboards
Module 16: Workforce and HR Planning Models - Building headcount planning models by department
- Modelling hiring, attrition, and promotions
- Calculating salary increases and bonuses
- Integrating job level, location, and grade data
- Forecasting benefits and payroll taxes
- Linking workforce costs to P&L impact
- Creating succession planning views
- Visualising workforce diversity metrics
- Aligning HR plans with business capacity
- Generating compliance reports for audit
Module 17: Supply Chain and Inventory Modelling - Designing demand forecasting modules
- Modelling lead times and procurement cycles
- Creating safety stock and reorder point logic
- Tracking inventory turnover and obsolescence
- Linking production schedules to raw material needs
- Forecasting logistics and warehousing costs
- Simulating supply chain disruptions
- Integrating supplier performance data
- Aligning inventory with financial planning
- Building real-time visibility dashboards
Module 18: Capital Project and Asset Planning - Tracking project timelines and milestones
- Forecasting CAPEX spend by quarter
- Modelling project ROI and payback periods
- Assigning budgets to work packages
- Tracking actuals vs. committed spend
- Calculating asset depreciation schedules
- Linking projects to funding sources
- Forecasting maintenance and upgrade cycles
- Integrating project data with portfolio reviews
- Generating executive project portfolio summaries
Module 19: Advanced Modelling Techniques - Using SELECT for time-based logic
- Implementing POST for forward projections
- Building allocation models with DOUBLERECIPE
- Creating driver-based distributions across dimensions
- Using cumulative totals and back-solving logic
- Modelling inventory carryover and COGS
- Building grade-freeze and employee snapshot logic
- Designing allocation waterfalls
- Creating dynamic pricing models
- Implementing non-linear growth curves
Module 20: Model Documentation and Knowledge Transfer - Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Building headcount planning models by department
- Modelling hiring, attrition, and promotions
- Calculating salary increases and bonuses
- Integrating job level, location, and grade data
- Forecasting benefits and payroll taxes
- Linking workforce costs to P&L impact
- Creating succession planning views
- Visualising workforce diversity metrics
- Aligning HR plans with business capacity
- Generating compliance reports for audit
Module 17: Supply Chain and Inventory Modelling - Designing demand forecasting modules
- Modelling lead times and procurement cycles
- Creating safety stock and reorder point logic
- Tracking inventory turnover and obsolescence
- Linking production schedules to raw material needs
- Forecasting logistics and warehousing costs
- Simulating supply chain disruptions
- Integrating supplier performance data
- Aligning inventory with financial planning
- Building real-time visibility dashboards
Module 18: Capital Project and Asset Planning - Tracking project timelines and milestones
- Forecasting CAPEX spend by quarter
- Modelling project ROI and payback periods
- Assigning budgets to work packages
- Tracking actuals vs. committed spend
- Calculating asset depreciation schedules
- Linking projects to funding sources
- Forecasting maintenance and upgrade cycles
- Integrating project data with portfolio reviews
- Generating executive project portfolio summaries
Module 19: Advanced Modelling Techniques - Using SELECT for time-based logic
- Implementing POST for forward projections
- Building allocation models with DOUBLERECIPE
- Creating driver-based distributions across dimensions
- Using cumulative totals and back-solving logic
- Modelling inventory carryover and COGS
- Building grade-freeze and employee snapshot logic
- Designing allocation waterfalls
- Creating dynamic pricing models
- Implementing non-linear growth curves
Module 20: Model Documentation and Knowledge Transfer - Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Tracking project timelines and milestones
- Forecasting CAPEX spend by quarter
- Modelling project ROI and payback periods
- Assigning budgets to work packages
- Tracking actuals vs. committed spend
- Calculating asset depreciation schedules
- Linking projects to funding sources
- Forecasting maintenance and upgrade cycles
- Integrating project data with portfolio reviews
- Generating executive project portfolio summaries
Module 19: Advanced Modelling Techniques - Using SELECT for time-based logic
- Implementing POST for forward projections
- Building allocation models with DOUBLERECIPE
- Creating driver-based distributions across dimensions
- Using cumulative totals and back-solving logic
- Modelling inventory carryover and COGS
- Building grade-freeze and employee snapshot logic
- Designing allocation waterfalls
- Creating dynamic pricing models
- Implementing non-linear growth curves
Module 20: Model Documentation and Knowledge Transfer - Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Writing clear model descriptions and objectives
- Documenting assumptions and data sources
- Creating a model index and navigation guide
- Using Anaplan’s built-in documentation fields
- Generating user training manuals
- Recording version change logs
- Building FAQ modules for end-users
- Creating cheat sheets for formula syntax
- Archiving model history for continuity
- Handing over to IT or successor owners
Module 21: Change Management and User Adoption - Identifying resistance points in planning teams
- Building executive sponsorship for Anaplan
- Creating pilot programs with early adopters
- Designing training sessions for different roles
- Using feedback loops to refine the model
- Communicating benefits in business terms
- Measuring user adoption and engagement
- Addressing common pushback: “We’ve always used Excel”
- Scaling from pilot to enterprise rollout
- Establishing a Centre of Excellence for ongoing support
Module 22: Audit, Compliance, and Governance - Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Implementing version control for regulatory reporting
- Building audit trails for all data changes
- Using Anaplan’s history and audit logs
- Creating read-only views for auditors
- Documenting model logic for external review
- Aligning with internal control frameworks
- Setting up segregation of duties
- Validating model accuracy with reconciliation
- Preparing documentation for SOX compliance
- Establishing model certification processes
Module 23: Certification Preparation and Final Project - Reviewing all key concepts from the course
- Completing a comprehensive practice model
- Submitting your final project for evaluation
- Receiving expert feedback on your implementation
- Addressing final refinement recommendations
- Preparing your model documentation package
- Finalising dashboard design for presentation
- Demonstrating multi-module integration
- Validating performance and scalability
- Preparing for post-course application
Module 24: Certification, Career Advancement, and Next Steps - Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements
- Earning your Certificate of Completion from The Art of Service
- Adding the credential to LinkedIn and resumes
- Accessing Anaplan community forums and user groups
- Identifying advanced certification paths
- Positioning your skills for promotions or new roles
- Building a portfolio of Anaplan models
- Joining enterprise transformation initiatives
- Negotiating higher compensation based on proven ROI
- Leveraging your certification in consulting opportunities
- Staying updated with ongoing Anaplan enhancements