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WORKSHOP PLANNING
Module 1: The First Step Towards xP&A
Creating the foundations, determining the maturity level of your planning and understanding xP&A
OBJECTIVES
Are your financial, sales, and operational planning processes still disconnected, lacking transparency and agility?
In this interactive workshop, we establish the foundations for a future-proof and seamlessly integrated corporate planning approach. You will learn why xP&A (Extended Planning & Analysis) is the key to an efficient, data-driven planning process—and how to represent business interdependencies in an integrated “planning reference model.” Together, we will build a clear understanding of the need for integrated business planning by analyzing and assessing your company’s planning maturity.
TARGET GROUP
- CFOs
- (Corporate) Controlling
- BI Management
- Planning Leads (Sales, Marketing, and HR)
INITIAL SITUATION
Many companies have already initiated efforts to optimise their planning processes. However, a company-wide understanding of the need for integrated, connected planning is often missing, as is the motivation to actively drive and implement change. Another challenge is bringing all relevant stakeholders from different departments together, which often results in a highly fragmented and poorly integrated planning process.
CONTENT
- Why is it time to rethink our planning process? What challenges and bottlenecks are driving the need for integrated and agile corporate planning?
- Do our current planning tools still meet today’s requirements, or are we reaching limitations in terms of data consistency, automation, and real-time analytics?
- Should we optimise existing applications or transition to more modern, connected tools? How can we avoid isolated solutions and create a future-proof xP&A architecture?
- Do we need a completely new planning strategy? What decisions must we make today to ensure long-term efficiency and driver-based planning?
OUR APPROACH
Since every company faces unique challenges and has different levels of planning maturity, we start with an in-depth requirements assessment. In this discussion, we evaluate whether the workshop’s content aligns with your expectations and current needs. If necessary, we tailor the focus individually to maximize value for your organisation.
FORMAT
We use innovative workshop concepts, available both online and in-person, actively engaging participants throughout the entire process. This ensures that the workshop outcomes are practical and provide real business value.
TIME REQUIRED
4-8 hours
Online or as a face-to-face event