Thank you to everyone who attended the official Anaplan Center of Excellence (CoE) Program Kickoff! This session marked the start of an exciting journey to empower customer CoEs to drive greater alignment, scale their impact, and deliver measurable value across their organizations.
📺 Missed it? Watch the Anaplan CoE Program Kickoff recording here.
Key Takeaways:
- We began with a virtual peer networking session, giving members the opportunity to build relationships, exchange ideas, and connect with others tackling similar challenges and opportunities.
- We then explored the CoE Program space on Anaplan Community, where members can easily access curated tools, stay up to date, and engage in conversations that accelerate their CoE journey.
- A walkthrough of the CoE Charter Template, co-presented with Customer Success Business Partner Willie Wee, showcased how the template can be used as a strategic guide to define your CoE's mission, secure executive alignment, and drive action. Willie shared insights on how customers are leveraging the charter to communicate purpose, clarify priorities, and generate internal momentum.
- We closed with a live Q&A session, offering tailored guidance and real-world examples to help participants apply what they learned and move forward with confidence.
🧭 Why the CoE Charter Matters
The CoE Charter is a critical success tool. It creates clarity around your CoE's mission, outlines how value will be delivered, and drives stakeholder alignment from day one. Whether you're getting started or refining a mature CoE, completing a charter enables stronger governance, clearer priorities, and faster results.
📄 Access the CoE Charter Template here
💬 Next Step: Once your CoE Charter is complete, connect with your Customer Success Business Partner to review it together. They can help ensure you're maximizing its effectiveness and using it to guide impactful CoE development.
We're excited to grow this community with you. More resources, events, and opportunities to engage are on the way — stay connected!
