Last month, we hosted a Community Challenge inviting members to share their annual rollover best practices. We provided prompts to encourage members to share how they prepare for this critical time-of-year activity, their strategies for a smooth and successful rollover, and to inspire others in the Community with their expertise.
Yesterday, we hosted an event to highlight the responses we received from the Community Challenge. Allison Slaught (@allison_slaught), Anaplan Intelligence Director – OEG, and Elizabeth Schera (@ElizabethS), Director of Product Utilization and Adoption, shared their expert insights on the most effective techniques for making your annual rollovers seamless and repeatable.
Allison and Elizabeth presented the insights in four key pillars: proactive time management, developing a structured plan, new feature considerations, and process changes. Check out the recording and presentation below to dive deeper into each of these pillars and how to bring these best practices into your own annual rollover process.
Watch the recording
Timestamps:
- Welcome and introductions — 0:00
- Guest hosts introduction — 2:07
- Community Challenge participants recognition — 3:53
- Annual rollover best practices key pillars overview — 4:49
- Time management — 5:19
- Develop a structured plan — 7:51
- Checklist content examples — 9:08
- New feature considerations — 24:03
- Process changes — 27:44
- Q&A — 34:43
- Closing — 42:54
You can check out a PDF of the event presentation below:
Questions? Leave a comment!
