Planning Module 2: From fragmented to integrated planning with xP&A

WORKSHOP PLANNING

Module 2: From Fragmented to Integrated Planning with xP&A

Evaluating your planning process

OBJECTIVES

Lack of transparency, disconnected data, inefficient coordination – how integrated is your planning, really?
Many companies struggle with fragmented planning processes, where departments operate in silos, causing critical connections to be lost. In this workshop, we will conduct an initial assessment of your corporate planning approach.

Based on this analysis, we will develop a shared understanding of the necessity of integrated enterprise planning and demonstrate how xP&A can help you build a future-proof planning strategy.

TARGET GROUP

CFO
(Corporate) Controlling
BI Management
Planning Leads (Sales, Marketing, and HR)

INITIAL SITUATION

Are you truly planning in an integrated way – or are departments merely working side by side? There is significant potential for optimization by efficiently integrating different (sub-)planning processes and creating a holistic, cross-departmental planning framework.

CONTENT

At the beginning of the workshop, we will collaboratively answer the following key questions:

Who is planning? Which stakeholders are involved in the planning process – and where do coordination issues arise?
What is being planned? Which business areas are currently considered, and where are critical connections missing?
Which tools are being used? Are you leveraging a unified, integrated solution – or are Excel and standalone applications dominating the process?

By analysing this information, we can precisely assess the current state and identify initial areas for improvement. From there, defining the target state becomes a small but crucial next step.

OUR APPROACH

Since every company has unique challenges and varying levels of planning maturity, we start with an in-depth clarification session. This discussion helps us ensure that the workshop content aligns with your expectations and current needs. If necessary, we tailor the focus to maximize the value for your organisation.

FORMAT

We use innovative workshop formats that can be conducted both online and in person, actively involving participants throughout the process. This ensures that workshop outcomes are practical and deliver real value to your organization.

TIME REQUIRED

4-8 hours
Online or as a face-to-face event

TARGET GROUP

Request your workshop offer