Connected Planning: A Playbook for Agile Decision Making

Description

Ron Dimon’s thought-leading second edition of the book originally entitled Enterprise Performance Management Done Right, published in 2012, is a practical roadmap for using Connected Planning to develop an agile organization and to navigate the complex Enterprise Performance Management landscape. According to esteemed author, researcher, and Management professor Dr. Christopher Neck, “In the same way that one needs to be self-leading to finish a grueling marathon, an organization must be self-leading in order to execute on its plans in an efficient and effective manner. What drives self-leadership at all levels in an organization? The people within the organization of course—and those people must be involved in the planning occurring in an organization. Without a plan, an organization has no direction.” Since 2012, much has changed in the world of connecting strategy with improved performance: new, cloud-based, in-memory technologies have been adopted by the largest organizations in the world. This book is for CFOs, CIOs, their direct reports, and any organizational visionary or aspiring leader who wants to ‘‘bring it all together’’ and create an actionable vision and plan for improving readiness, resilience, and performance. Cover Title Page Copyright Contents Foreword Preface Acknowledgments Chapter 1 What's Broken and What's Possible? Strategy‐Execution Gap Buckets of Pain Impact Notes Chapter 2 Connected Planning Chapter 3 A Planning Operating System Context Impact Responsibility The Planning Operating System Visualize Where Are We? Understand Why Did We Get What We Got? Debate What Do We Want to Happen? Commit How Will We Get It Done? Macro and Micro The Middle Summary Notes Chapter 4 Debate: What Can We Do, and What Should We Do? People The Process Scenarios Resilience Drivers: What Moves the Needle? Debate Management Enabling Technologies Potential Quick Wins Summary Note Chapter 5 Commit: Who Will Deliver What, by When? Accountability Gaming the System Enterprise Planning and Forecasting Driver-Based Planning Forecast Accuracy Rolling Forecasts Resource Optimization Enabling Technologies Ingredients for Your EPM Roadmap Potential Quick Wins Summary Notes Chapter 6 Visualize: Where Are We, Right Now? Management by Exception Push and Pull Ingredients Your Point of View Information Qualities Information Delivery Consumption Contribution Classification Management and Statutory Reporting Financial Consolidation Alternate Hierarchies Allocations Sustainability Reporting Enabling Technologies Rationalization Potential Quick Wins Summary Notes Chapter 7 Understand: Why Did We Get the Results We Got? Business Questions Root Cause Patterns and New Insights Patterns Enrollment Big Data and Predictive Analytics Structuring Unstructured Data Predictive Analytics Data Visualization Enabling Technologies Components for Your Connected Planning Roadmap Potential Quick Wins Summary Notes Chapter 8 Execute: From Insights to Actions to Results The 10‐Step Insight Process Everything Is Connected Sales Performance Management Sales Operations Performance Order‐to‐Cash Performance Management Supply Chain Performance Management Why Does Unified Sales Performance Management Matter? Marketing Performance Management Summary Notes Chapter 9 Strategy: Everyone Aligned to the Right Outcomes The Language of Strategy Functional Value Maps Optics: Line of Sight Metrics Equal Focus Profitability Strategic Flexibility Closing the Gap Summary Notes Chapter 10 Digital Planning Cloud Computing Cloud Market Trends Blockchain Blockchain Market Trends Robotic Process Automation Robotic Process Automation Market Trends Cognitive Technologies Cognitive Technologies Market Trends Predictive Analytics Predictive Analytics Market Trends Cybersecurity Notes Chapter 11 Bringing It All Together Alignment Business/IT Alignment Strategy/Operations/Tactical Alignment Financial/Operational Alignment Cross-Functional Alignment Internal/External Alignment A Common Business Language Maturity Is in the Arrows Return on Investment and Total Cost of Ownership Standard Architecture Your Connected Planning Roadmap Organizational Readiness: The Connected Planning Center of Excellence Paralyzed by Feuds? Connected Planning and Incentive Plans How Do You Get Started? Summary Notes Appendix: An EPM Maturity Model Bibliography About the Author Index EULA