Rethink Planning: Managing the Annual Plan Against Incoming Demand and Change

Planview’s Chief Product Officer, Patrick Tickle, and Forrester Research's Vice President, Principal Analyst, Margo Visitacion, discussed the shift in how often and how successful companies revisit and redefine the annual plan during their webcast, When Incoming Demand and Change Derail Your Annual Plan webcast. The focus is on more agile, iterative planning with automation and quality data collection across the organization. Lack of a holistic view, resource capacity, pipeline demand, missed opportunities, reactivity, inability to optimize internal events, etc. are the pain points. The webcast presents four critical elements for having an integrated Strategic planning and execution process, initiatives for change, driving collaboration, and investment and capacity planning for integrating planning and portfolio monitoring effectively.