{"id":878,"date":"2015-04-27T09:00:41","date_gmt":"2015-04-27T09:00:41","guid":{"rendered":"https:\/\/blog.planview.com\/?p=878"},"modified":"2018-10-18T11:33:58","modified_gmt":"2018-10-18T16:33:58","slug":"planning-managing-annual-plan-against-incoming-demand","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/","title":{"rendered":"Rethink Planning: Managing the Annual Plan Against Incoming Demand and Change"},"content":{"rendered":"<h2>A Case for Continuous Iterative Planning<\/h2>\n<p>Here&#8217;s a simple question for you: How often do you revisit the annual plan once it is &#8220;done?&#8221; This is a question <a title=\"Patrick Tickle\" href=\"https:\/\/blog.planview.com\/author\/patrick-tickle\/\">Patrick Tickle<\/a>, chief product officer at Planview, asked Margo Visitacion, vice president, principal analyst at Forrester Research, Inc. and <a title=\"Carina Hatfield\" href=\"https:\/\/blog.planview.com\/author\/carina-hatfield\/\">Carina Hatfield<\/a>, product manager at Planview, at the outset of the webcast, &#8220;<a title=\"Webcast: When Incoming Demand and Change Derail Your Annual Plan\" href=\"https:\/\/go.planview.com\/forrester-strategic-planning-execution.html\" target=\"_blank\" rel=\"noopener\">When Incoming Demand and Change Derail Your Annual Plan<span class=\"sr-only\"> webcast<\/span><\/a>.&#8221;<\/p>\n<p>I think it&#8217;s interesting that both experts identify a shift in not only how often companies are circling back to their original annual plan, but how they are redefining the annual plan altogether. It appears from their experience and research, <a href=\"https:\/\/blog.planview.com\/planning-blog-series-part-1\/\">more organizations are integrating planning and portfolio monitoring<\/a> and moving toward ad hoc or monthly reviews.<!--more--><\/p>\n<p>What&#8217;s driving this change? Margo and Carina discuss a few catalysts in the webcast plus excellent tips on how to mature your organization. Here are a few things I found most helpful when trying to understand how the most successful and mature companies are getting real value out of their &#8220;annual&#8221; plans. Preview the Slideshare above or <a title=\"Webcast: When Incoming Demand and Change Derail Your Annual Plan\" href=\"https:\/\/go.planview.com\/forrester-strategic-planning-execution.html\" target=\"_blank\" rel=\"noopener\">register for the complete<span class=\"sr-only\"> &#8220;When Incoming Demand and Change Derail Your Annual Plan&#8221;<\/span> webcast<\/a>. I&#8217;ve included time markers next to each topic to help you quickly navigate:<\/p>\n<ul>\n<li>4:40 \u2013 Companies that are moving toward a more agile type of cadence are visiting their plans more frequently. The most successful are able to react to the plan but it&#8217;s all about the quality of the data they are collecting across the organization. Automation is a huge driver, making it easier to do it on an iterative cycle so can focus more on their jobs.<\/li>\n<li>7:45 \u2013 Lack of combined, holistic view of both resource capacity and pipeline demand ranks the highest (<a title=\"State of Resource Management and Capacity Planning \u2013 Benchmark Study 2014\" href=\"https:\/\/rmcp.planview.com\/resource-dilemma\" target=\"_blank\" rel=\"noopener\">State of Resource Management and Capacity Planning \u2013 Benchmark Study 2014<\/a>) and the other top 5 pain points. This leads to missed opportunities, reactivity to external events, and an inability to optimize internal events where you direct the right resources at the right time.<\/li>\n<li>13:43 \u2013 Four critical elements (best practices) for having an integrated Strategic planning and execution process<\/li>\n<li>18:44 \u2013 Who drives the initiative to make change happen?<\/li>\n<li>34:50 \u2013 How do you change the model to make people collaborate?<\/li>\n<li>51:35 \u2013 How investment and capacity planning can help enable organizations integrate planning and portfolio monitoring more effectively and drive the changes necessary for organizations to become better planners.<\/li>\n<\/ul>\n<p>This <a title=\"Webcast: When Incoming Demand and Change Derail Your Annual Plan\" href=\"https:\/\/go.planview.com\/forrester-strategic-planning-execution.html\" target=\"_blank\" rel=\"noopener\">webcast<span class=\"sr-only\">, &#8220;When Incoming Demand and Change Derail Your Annual Plan,&#8221;<\/span><\/a> is one of my favorites for helping anyone interested in maturing their current annual planning process to continual, iterative planning process. I&#8217;m curious to know where your organization is on the scale. Leave a comment below to tell us about your planning process and if your plan is of value.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Case for Continuous Iterative Planning Here&#8217;s a simple question for you: How often do you revisit the annual plan once it is &#8220;done?&#8221; This is a question Patrick Tickle, chief product officer at Planview, asked Margo Visitacion, vice president, principal analyst at Forrester Research, Inc. and Carina Hatfield, product manager at Planview, at the&#8230;<\/p>\n","protected":false},"author":28,"featured_media":921,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[35],"tags":[196,421,475,338,410],"class_list":["post-878","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pmo-project-management-organizations","tag-kalypso","tag-planning","tag-resource-management","tag-slideshare","tag-webcast"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Managing the Annual Plan - Blog | Planview<\/title>\n<meta name=\"description\" content=\"More organizations are integrating planning and portfolio monitoring and moving toward ad hoc or monthly reviews. Learn more about managing the annual plan.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Rethink Planning: Managing the Annual Plan Against Incoming Demand and Change\" \/>\n<meta property=\"og:description\" content=\"More organizations are integrating planning and portfolio monitoring and moving toward ad hoc or monthly reviews. Learn more about managing the annual plan.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/\" \/>\n<meta property=\"og:site_name\" content=\"Planview Blog\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772\" \/>\n<meta property=\"article:published_time\" content=\"2015-04-27T09:00:41+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-10-18T16:33:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/04\/rethink-planning.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"666\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Martha Garcia\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@PPMmartha\" \/>\n<meta name=\"twitter:site\" content=\"@Planview\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Martha Garcia\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/\"},\"author\":{\"name\":\"Martha Garcia\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/person\/8e41eb40e331dc1c5af7e008795309f4\"},\"headline\":\"Rethink Planning: Managing the Annual Plan Against Incoming Demand and Change\",\"datePublished\":\"2015-04-27T09:00:41+00:00\",\"dateModified\":\"2018-10-18T16:33:58+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/\"},\"wordCount\":460,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/blog.planview.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/04\/rethink-planning.jpg\",\"keywords\":[\"Kalypso\",\"Planning\",\"Resource Management\",\"SlideShare\",\"Webcast\"],\"articleSection\":[\"Project Portfolio Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/\",\"url\":\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/\",\"name\":\"Managing the Annual Plan - Blog | Planview\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/04\/rethink-planning.jpg\",\"datePublished\":\"2015-04-27T09:00:41+00:00\",\"dateModified\":\"2018-10-18T16:33:58+00:00\",\"description\":\"More organizations are integrating planning and portfolio monitoring and moving toward ad hoc or monthly reviews. Learn more about managing the annual plan.\",\"breadcrumb\":{\"@id\":\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#primaryimage\",\"url\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/04\/rethink-planning.jpg\",\"contentUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/04\/rethink-planning.jpg\",\"width\":1000,\"height\":666,\"caption\":\"managing the annual plan\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/blog.planview.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Rethink Planning: Managing the Annual Plan Against Incoming Demand and Change\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/blog.planview.com\/#website\",\"url\":\"https:\/\/blog.planview.com\/\",\"name\":\"Planview Blog\",\"description\":\"Leading the conversation on digital connected work\",\"publisher\":{\"@id\":\"https:\/\/blog.planview.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/blog.planview.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/blog.planview.com\/#organization\",\"name\":\"Planview\",\"url\":\"https:\/\/blog.planview.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png\",\"contentUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png\",\"width\":280,\"height\":66,\"caption\":\"Planview\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772\",\"https:\/\/x.com\/Planview\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/person\/8e41eb40e331dc1c5af7e008795309f4\",\"name\":\"Martha Garcia\",\"description\":\"Martha Garcia graduated from The University of Texas at Austin with a BS in Communication Studies. It was here that she developed an interest in corporate communication, specifically in the areas of change management within complex organizations as well as leadership and organizational behavior. Martha is responsible for working closely with thought leaders in the areas of IT and the PMO to develop compelling programs and content including informative webcasts and white papers for the IT PMO community.\",\"sameAs\":[\"https:\/\/x.com\/PPMmartha\"],\"url\":\"https:\/\/blog.planview.com\/author\/martha-garcia\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Managing the Annual Plan - Blog | Planview","description":"More organizations are integrating planning and portfolio monitoring and moving toward ad hoc or monthly reviews. Learn more about managing the annual plan.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/","og_locale":"en_US","og_type":"article","og_title":"Rethink Planning: Managing the Annual Plan Against Incoming Demand and Change","og_description":"More organizations are integrating planning and portfolio monitoring and moving toward ad hoc or monthly reviews. Learn more about managing the annual plan.","og_url":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/","og_site_name":"Planview Blog","article_publisher":"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772","article_published_time":"2015-04-27T09:00:41+00:00","article_modified_time":"2018-10-18T16:33:58+00:00","og_image":[{"width":1000,"height":666,"url":"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/04\/rethink-planning.jpg","type":"image\/jpeg"}],"author":"Martha Garcia","twitter_card":"summary_large_image","twitter_creator":"@PPMmartha","twitter_site":"@Planview","twitter_misc":{"Written by":"Martha Garcia","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#article","isPartOf":{"@id":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/"},"author":{"name":"Martha Garcia","@id":"https:\/\/blog.planview.com\/#\/schema\/person\/8e41eb40e331dc1c5af7e008795309f4"},"headline":"Rethink Planning: Managing the Annual Plan Against Incoming Demand and Change","datePublished":"2015-04-27T09:00:41+00:00","dateModified":"2018-10-18T16:33:58+00:00","mainEntityOfPage":{"@id":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/"},"wordCount":460,"commentCount":0,"publisher":{"@id":"https:\/\/blog.planview.com\/#organization"},"image":{"@id":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#primaryimage"},"thumbnailUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/04\/rethink-planning.jpg","keywords":["Kalypso","Planning","Resource Management","SlideShare","Webcast"],"articleSection":["Project Portfolio Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/","url":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/","name":"Managing the Annual Plan - Blog | Planview","isPartOf":{"@id":"https:\/\/blog.planview.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#primaryimage"},"image":{"@id":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#primaryimage"},"thumbnailUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/04\/rethink-planning.jpg","datePublished":"2015-04-27T09:00:41+00:00","dateModified":"2018-10-18T16:33:58+00:00","description":"More organizations are integrating planning and portfolio monitoring and moving toward ad hoc or monthly reviews. Learn more about managing the annual plan.","breadcrumb":{"@id":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#primaryimage","url":"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/04\/rethink-planning.jpg","contentUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/04\/rethink-planning.jpg","width":1000,"height":666,"caption":"managing the annual plan"},{"@type":"BreadcrumbList","@id":"https:\/\/blog.planview.com\/planning-managing-annual-plan-against-incoming-demand\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/blog.planview.com\/"},{"@type":"ListItem","position":2,"name":"Rethink Planning: Managing the Annual Plan Against Incoming Demand and Change"}]},{"@type":"WebSite","@id":"https:\/\/blog.planview.com\/#website","url":"https:\/\/blog.planview.com\/","name":"Planview Blog","description":"Leading the conversation on digital connected work","publisher":{"@id":"https:\/\/blog.planview.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/blog.planview.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/blog.planview.com\/#organization","name":"Planview","url":"https:\/\/blog.planview.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/","url":"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png","contentUrl":"https:\/\/blog.planview.com\/wp-content\/uploads\/2015\/06\/planview-logo-black.png","width":280,"height":66,"caption":"Planview"},"image":{"@id":"https:\/\/blog.planview.com\/#\/schema\/logo\/image\/"},"sameAs":["http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772","https:\/\/x.com\/Planview"]},{"@type":"Person","@id":"https:\/\/blog.planview.com\/#\/schema\/person\/8e41eb40e331dc1c5af7e008795309f4","name":"Martha Garcia","description":"Martha Garcia graduated from The University of Texas at Austin with a BS in Communication Studies. It was here that she developed an interest in corporate communication, specifically in the areas of change management within complex organizations as well as leadership and organizational behavior. Martha is responsible for working closely with thought leaders in the areas of IT and the PMO to develop compelling programs and content including informative webcasts and white papers for the IT PMO community.","sameAs":["https:\/\/x.com\/PPMmartha"],"url":"https:\/\/blog.planview.com\/author\/martha-garcia\/"}]}},"_links":{"self":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/posts\/878","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/users\/28"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/comments?post=878"}],"version-history":[{"count":0,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/posts\/878\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/media\/921"}],"wp:attachment":[{"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/media?parent=878"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/categories?post=878"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.planview.com\/wp-json\/wp\/v2\/tags?post=878"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}