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Where is your organization on its journey to powerful planning?

Take the Superplännen maturity assessment

  • Assess levels of performance, collaboration, and confidence
  • Identify opportunities to improve current planning processes
  • Pinpoint where the organization is on the journey to powerful planning
  • Learn what the results reveal about the path forward

What does powerful planning look like?

Bottlenecks and data silos in planning processes can hamper the ability to collaborate effectively and adapt to fast-changing market conditions, which causes frustration and erodes resilience. Optimizing those processes has the power to create a culture of decisiveness, confidence, and performance across the organization. Every team has the potential to reap those benefits and achieve Superplännen: an elevated state of planning.

In the push to build a plan, it is easy to forget you are not just plugging in numbers to meet a dead-line; you are telling the story of a business and the people in it. A plan should transcend numbers and serve as a road map to success. When a plan is done right, it instills a culture of decisiveness, improves the ability to serve the changing needs of customers, and boosts profitability. Powerful planning empowers teams to shape the future.

Too many organizations around the world have a plan that does not match their actual business model and structure. This is a tremendous dragon accountability and decision-making, and can negatively affect productivity, profitability, and team morale. So why is it so hard to plan according to the way an organization works in the real world? The reason is simple: most organizations use planning and performance management solutions that don’t have the adaptability, integration, or simplicity that teams need to collaborate and succeed.

This is where Superplännen comes in. It describes the exhilarating and satisfying feeling of working smarter, collaborating better, being decisive, and hitting the mark.

Superplännen is not a product, feature, or technology; it is:

  • When the organization performs the way you envisioned it to perform
  • When the team achieves the goals they set out to accomplish
  • When everyone reaps the subsequent rewards of planning accurately for the future
superplannen maturity assesment all steps

Where is your organization on the path to Superplännen?

To reach this elevated state of planning, teams must first take an honest look at their current processes and the way their plans unfold in terms of performance, collaboration, and confidence. Use the checklist to find out where your organization stands within each of those categories, assess its level of planning maturity, and take the next step toward achieving Superplännen.

Performance

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  • Does your organization use artificial intelligence (AI) to drive insights, predictive forecasting, and decision-making?
  • Does AI-powered planning provide your team with greater foresight during times of uncertainty?

  • Does your team have limitless flexibility with time granularity so forecasts can span from days to multiple years?
  • Can your organization integrate data from any source to view a complete picture of company processes, including finance data and marketing automation tools?
  • Can your team adapt easily to changing infrastructure, such as strategic expansions and mergers, as well as expanding data sources, such as data lakes and cloud apps?

  • Can your team convert multiple currencies and exchange rates from any source into one or more target currencies seamlessly and accurately?

  • Do teams in your organization build cross-organizational plans quickly?
  • Can teams capture market forces and dynamics in your planning process, such as customer behaviors, inflation, climate risks, and other external and internal factors?

  • Can you create multiple scenarios and budget versions to account for supply chain fluctuations such as demand, production, capacity, inventory, and pricing?

  • Can your organization keep up with today’s ever-changing buyer-centric landscape?

Collaboration

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  • Are cross-functional teams engaged in the planning process rather than operating in silos?
  • Does your planning process extend to departments including finance, sales, supply chain, HR, and environmental, social, and governance (ESG)?

  • Can teams perform planning, analysis, and reporting seamlessly across the organization?
  • Can teams connect and react to changes in real time?
  • Does your planning process incorporate deadlines and automated alerts to ensure tasks and approvals are completed on time?

  • Can multiple concurrent users enter forecast data and actual data without affecting response time or performance?

  • Are your plans unified in a single source of truth that contains all the data that matters?

  • Does every team in the organization use the same system and the same data?
  • If your organization has multiple locations, can all users access data easily no matter where they work?

Confidence

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  • Is your team confident when making important business decisions?
  • Do you have efficient planning, budgeting, and forecasting processes in place?
  • Does your organization automate data collection into a single platform?
  • Does your team rely heavily on the IT department to perform reporting and analysis tasks?
  • Does your team have access to expert guidance and best practices if they need support?
  • Do team members have custom visualization options so they can access the data they want when they want it?

  • Does your planning and analysis resemble your actual business model and company structure?
  • Do your plans lead to uncovering new opportunities, such as entering new markets and identifying customer needs?

  • Does your team have all the data they need to feel empowered to shape the future?
Download the ebook to check all the boxes personalized to your organization

What the results mean

If you did not check the box for one or more of these questions, your planning processes may be inhibiting productivity, impacting profitability, and affecting team morale across the organization. When a plan is done right, it instills a culture of decisiveness, improves the ability to serve the changing needs of customers, and, ultimately, boosts profitability. Read about your results to solidify your planning goals and identify the right capabilities for your organization.

Checked 0–6 boxes: present

At this early stage, your organization is likely introducing new tools, processes, and KPIs. Map your progress to determine which financial planning tasks can be streamlined and where collaboration can improve, such as budgeting and forecasting, so important strategy decisions can be made.

Checked 7–11 boxes: engaged

Your team is likely developing a promising financial planning and analysis (FP&A) strategy. Explore where you can cultivate adaptability, integration, and simplicity. Consider exploring solutions for financial consolidation, cash flow, and sales performance management.

Checked 12–16 boxes: competetive

You’re nurturing a healthy financial planning strategy and may be ready to progress to integrated business planning (IBP). Continue to refresh your processes to reflect future prioritiesand explore ways to expand your toolkit, such as extending into sales, HR, supply chain, and ESG. Consider adopting automation and predictive planning tools.

Checked 17–21 boxes: mature

With a mature strategy in place, your team can reap the benefits of IBP and is well on its way to achieving Superplännen. Plans and decisions are made based on cross-organizational data, and support mid- and long-term business goals. Use this assessment as a road map for improving growth.

Where to go from here

Every organization and every team can achieve Superplännen and experience the decisiveness, confidence, and performance that comes with it, no matter where they are on this journey. Use the results to identify gaps in your planning process so you can better define your ambitions and make an impactful investment.

IBP solutions that bring adaptability, integration, and simplicity will help you on your way to Superplännen and empower you to shape the future, regardless of what lies ahead.

Share your results and learn how to take your planning to the next level. Request a demo with our team.

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