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Scoping Questionnaire - Demand Planning

The document is a scoping questionnaire for demand planning, outlining key areas such as forecasting granularity, data sources, configuration rules, user roles, and user interface design. It seeks to gather detailed information on the organization's demand planning processes, data availability, and user interactions with the Anaplan platform. Additionally, it addresses considerations for project success, decision-making, and training requirements.

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anushkatiwari0078
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27 views14 pages

Scoping Questionnaire - Demand Planning

The document is a scoping questionnaire for demand planning, outlining key areas such as forecasting granularity, data sources, configuration rules, user roles, and user interface design. It seeks to gather detailed information on the organization's demand planning processes, data availability, and user interactions with the Anaplan platform. Additionally, it addresses considerations for project success, decision-making, and training requirements.

Uploaded by

anushkatiwari0078
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Scoping Questionnaire

DEMAND PLANNING
Demand Planning Org
SCOPING QUESTIONNAIRE
SCOPING QUESTIONNAIRE

Demand Planning Organization

What granularity of the product are you forecasting? (e.g. SKU, product, family, demand forecast units)
What is the time period of your forecast? (e.g. weekly, monthly, quarterly, etc.)
How many time periods in the future do you forecast for (e.g. 12 months)?
How frequently (percentage of product line per year) do you introduce new finished products? Will like-modeling and phase-in/out
functionality be required?
When launching a new product, does it “supercede” the previous version of a product? If so, how do you plan demand for that product?
Does the process vary by product type or product family or channel? If so – how?
What is typical cycle time for updating a demand plan? How frequently is it performed?
What is your organization’s availability and commitment for project resourcing?
What is the current accuracy of your demand forecast? What is the goal?
For category
For product / product family
For SKU
How is performance / bias measured across the business?
How confident is the business in your demand planning process? What would the team like to see done differently?

Anaplan Confidential
Data
SCOPING QUESTIONNAIRE
SCOPING QUESTIONNAIRE

Data – Source

How many years of historical data is available to you? What are your source systems?
What independent sources of demand do you consider? What is your current frequency of updates?
Where does the following data come from and their volume and How many items are in each hierarchy?
frequency you need in the model?
How many levels are in each hierarchy?
Historical demand
Trade and promotion data
Forecasting outputs from finance, sales and/or
marketing
For each of the following category hierarchies:
Products
Organization
Customer
Distribution centers
Distributors
Point of sales
Suppliers
Geographies / regions
Anaplan Confidential
SCOPING QUESTIONNAIRE

Data – Output

What are the organizations that will receive your consensus forecast demand data?
What are the critical reports that will be required?
What are the systems of record for your consensus forecast demand data?
What level of granularity is required for your consensus forecast demand in regards to the following categories:
Products
Organization
Customer
Distribution centers
Distributors
Point of sales
Suppliers
Geographies / regions
What is your current frequency of updates?

Anaplan Confidential
Configuration / Rules
SCOPING QUESTIONNAIRE
SCOPING QUESTIONNAIRE

Configuration / Rules

Do you use multiple methods of forecast for specific products, product groups or families?
Does you have dead periods? If so, what are they?
What metrics do you use to measure the accuracy of your forecast? (e.g. MAPE, WMAPE, AMD, Pct Error, etc.)
Are the metrics measured based on function (e.g. marketing, sales, planning, NPI, etc.)?
Do you make adjustments to your forecast based on trade and promotion plans as well as other disruptions to your plans?
How do demand planners override statistical forecasts or provide updates based on the effects of promotions or NPIs?
Do you have adjustments to your historical demand for outliers?
Do other functional groups make contributions or adjustments to demand? If so, what is the frequency or sequence of operations?
How is demand consolidated across multiple functions over the planning horizon?
How are multiple various forecasts combined into a single source of consolidated demand?
Does the demand plan ever connect back with the AOP or financial plan, to understand implication of price-volume mix on gross margin?
What is the optimal level of plan?
How are the independent sources of demand identified and planned today?

Anaplan Confidential
Users
SCOPING QUESTIONNAIRE
SCOPING QUESTIONNAIRE

Users

What are the types of roles of the anticipated users of Anaplan?


How many users do you anticipate for each type of role?
How will each role interact with the model?
Are there individuals who fit into more than one role?
How are the users accessing the platform? Via SSO? Or else?
What level(s) of hierarchies should the permission be granted?

Anaplan Confidential
User Interface
SCOPING QUESTIONNAIRE
SCOPING QUESTIONNAIRE

User Interface Design

Who are the end users?


What is their technical aptitude?
What are some examples of current user interfaces?
Do the users use PC, Mac, or both?
What is the typical resolution of the users’ computer screen?
What browser(s) are used?
Are other devices used? If so, what (e.g., mobile, tablet, TV screen, double screen, etc.)?

Anaplan Confidential
Other Considerations
SCOPING QUESTIONNAIRE
SCOPING QUESTIONNAIRE

Other Considerations

How would you measure success of your project? Which metrics do you need to achieve?
How are the decisions made in your organization?
What are the technical criteria to make a decision?
Who will sign off on moving forward at each stage?
Who is in the power base?
What is the consequence of doing nothing?
Who is willing to carry the Anaplan flag internally?
Who is your executive sponsor?
Who is your project sponsor / business owner?
Who are the model owner(s)? Model builder(s)?
Who will attend Anaplan training? How many people?
Do you have change management resources who will help with training?
How do you plan to train your end users?
Users will need to have suitable access to modules, lists, versions and actions. Who will provision users?
What is your desired go-live timing?

Anaplan Confidential

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