| Course overview |
1 |
Course objectives
|
1
|
| Module 1: Introduction to Planning |
1 |
Lesson 1: Planning Concepts
What is Planning?
What is a Plan?
|
4
5
6
|
Lesson 2: Planning Challenges/Benefits
Why do Organizations Plan?
Who Plans in the Retail Organization?
|
7
8
9
|
Lesson 3: Types of Planning Solutions
Financial Planning
Item Planning
Assortment Planning (Assortment and Space Optimization)
Merchandise Financial Planning - Business Process
|
10
11
11
12
13
|
| Module 2: Planning Solutions Overview |
15 |
Lesson 1: Financial Planning
Financial Planning Overview
Benefits of Financial Planning
Financial Planning Templates
|
18
19
21
21
|
Lesson 2: Item Planning
Bottom-Up Planning
Benefits of Item Planning
|
23
24
24
|
Lesson 3: Assortment Planning (Assortment and Space Optimization)
Assortment Planning
Benefits of Assortment Planning
|
25
26
26
|
Lesson 4: Other Types of Planning Applications
Oracle Retail (Retek) Demand Forecasting (RDF)
Other Types of Planning Applications
|
27
28
28
|
Lesson 5: Planning Business Flow
Planning Process Flow
|
29
30
|
| Module 3: Key Concepts and Elements in a Planning Solution |
33 |
Lesson 1: Roles
What are Planning Roles?
Link to Responsibilities within the Company
Different Roles for Different Applications
|
36
37
38
39
|
Lesson 2: Versions
What are Planning Versions?
|
40
41
|
Lesson 3: Metrics
Metrics
|
43
44
|
Lesson 4: Units of Measure
Units of Measure
|
45
46
|
Lesson 5: Measures
Measures
|
47
48
|
Lesson 6: Hierarchies as They Relate to Planning Applications
Hierarchies
|
49
50
|
Lesson 7: Workbooks in the Planning Applications
Worksheets/Tabs in Planning Applications
What is a Workbook?
Examples of Workbooks in Planning Applications
|
52
53
54
55
|
| Module 4: Calculations in Planning Applications |
59 |
Lesson 1: Expressions, Rules and Rule Groups
Expressions
Rules
Rule Group
|
62
63
63
64
|
Lesson 2: Calculations
Calculations
Scenario 1: Change the value of Receipts V, and then the Sales V
Exercises
|
65
66
68
72
|
| Module 5: Planning Applications Business Flow |
75 |
Lesson 1: Financial Planning
Pre-Season
Pre-Season Planning Process By Role
In-Season
In-Season Planning Processes By Role
|
78
79
81
85
87
|
Lesson 2: Item Planner
Pre-Season Item Planning Period
In-Season Item Planning Period
|
89
90
91
|
Lesson 3: Assortment Planning (Assortment and Space Optimization)
Assortment Planning (Assortment and Space Optimization)
Macro Level
Assortment Level (Planning Periods)
Assortment Processes per Role
|
92
93
94
95
96
|
| Module 6: Reconciliation and Approval |
99 |
Lesson 1: Reconciliation
What is Reconciliation?
Reconciliation in Financial Planning
Reconciliation in Item Planning
|
102
103
103
103
|
Lesson 2: Publishing Targets
Publishing Targets
|
104
105
|
Lesson 3: Approval Process
Approval Process
Financial Planning Approval Process
Item Planning Approval Process
|
106
107
107
109
|
